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.
2026 Beyond Conference
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New Orleans
8.00 Credits
Leadership doesn't begin with a title. It begins with a willingness to grow.The Beyond Conference was created by the Strategic Planning Committee for professionals who are ready to think bigger, lead boldly, and prepare for what's next. This conference will bring together emerging professionals, experienced CPAs, finance leaders, and firm teams.As technology transforms the profession and the pace of change continues to accelerate, the organizations that thrive will be those that invest in developing leaders at every level. Through conversations on leadership, AI, communication, strategy, and personal growth, attendees will leave with fresh perspective, stronger connections, and renewed confidence to make an impact wherever they are in their careers.Bring one person and they'll return with new ideas. Bring your team, and you'll build a shared vision for what's next.Rise. Lead. Inspire. AGENDA 8:00-8:25 a.m. Registration & Breakfast 8:25-8:30 a.m. Opening Remarks8:30–9:20 a.m.The 7 Habits - RevisitedJoseph Zanco, CPA, CIA • Catalyst Bank • Opelousas, LAJoe revisits the principles for personal and professional effectiveness from Stephen Covey’s best-selling book, The 7 Habits of Highly Effective People.9:20–10:10 a.m.Get Better on Purpose: Building a Growth Mindset for Your CareerJeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LACareer growth does not happen simply because you work hard, gain experience, or wait for the next opportunity. It requires intentionally choosing to learn, stretch, and adapt—especially when feedback is uncomfortable, a new challenge exposes what you do not know, or things do not go as planned. In this interactive session, we will explore what a growth mindset actually looks like in the workplace and how it influences the way you respond to feedback, setbacks, new opportunities, and your own development. You will learn to recognize limiting thought patterns, reframe challenges as opportunities to learn, and take greater ownership of where your career goes next. Attendees will leave with practical strategies for becoming more intentional about their development, seeking experiences that stretch their capabilities, and turning everyday challenges into opportunities to get better.10:10–10:30 a.m.Break10:30–11:20 a.m.Building A Brand Beyond the CredentialsBridget Kaigler, CPA, CGMA, CMA, MBA • Bringing Leadership Back, LLC • Baton Rouge, LAYour credentials and professional journey may help open the door, but they don’t tell the whole story of who you are. During this session, we’ll explore what it really means to build a personal brand that feels authentic, approachable, and is uniquely your true self. We’ll talk about how you show up, how you connect with others, and why being yourself can be one of your greatest professional strengths. You’ll walk away with practical ways to tell your story, build meaningful relationships, and strengthen your professional presence—without feeling like you’re trying too hard or trying at all. Because no matter what letters come after your name or what title is on your business card, LinkedIn, or the socials, there’s always an “AND” to your story.11:20 a.m.–12:10 p.m.Leading Across Generations - Bridging Perspectives, Expectations, and Communication StylesMag Bickford, JD • Gordon Arata • New Orleans, LASusanne Cooper, JD • Gordon Arata • New Orleans, LAClarke Perkins, JD • Gordon Arata • New Orleans, LAToday’s workforce is more generationally diverse than ever before. This leads to different perspectives and operational issues which can affect organizational success. This presentation will discuss how to identify the issues and work together to resolve conflicts and leverage generational diversity for optimal performance and culture.12:10–1:10 p.m.Lunch1:10–2:00 p.m.Lead, Don’t Follow… Strategy for CPAs in an Era of Constant ChangeJan Lewis CPA, CGMA • AICPA Chair • Ridgeland, MS2:00–2:50 p.m.Relationship Building in LeadershipJulie Couret • Business Coach • New Orleans, LA2:50–3:10 p.m.Break3:10–4:25 p.m.Leadership Panel - Lessons Learned Serving in LeadershipModerator: Julie Couret • Business Coach • New Orleans, LACraig Stevens • Genesis Properties, LLC • Prairieville, LAMichael Hecht • Greater New Orleans, Inc • New Orleans, LACatherine Roe, CPA • Cowart Roe CPA LLC • Metairie, LAJonathan Booth, CPA, CFA • Booth-Laird Capital Management • New Orleans, LA4:25–4:50 p.m.Words of Wisdom: Key Takeaways
What If Your Client Didn't Take Reasonable Compensation
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Online/Webcast
1.00 Credits
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Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Compilation, Preparation and Review Basics and Peer Reviews
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Online/Webcast
2.00 Credits
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Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Online/Webcast
2.00 Credits
PivotTable essentials can improve your data analysis skills and provide deeper financial insights. Practice these skills alongside an expert.
Current Audit Environment and ASB Activity
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Online/Webcast
2.50 Credits
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Recent pronouncements from the Auditing Standards Board are covered so you can be up to date on its activities and understand how to apply the guidance.
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Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Online/Webcast
4.00 Credits
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While once thought just to apply to banking and financial institutions, entities now need to apply fair value accounting under ASC 820 across a variety of transactions. Whether you are assessing financial instruments, leases, business combination accounting, or impairment measurement, GAAP either requires or allows the use of fair value measures in an expanding number of circumstances. Now is the time for you to get up-to-speed on the basics of the fair value approach. In this course, we will review when fair value accounting is required and when an entity can select to use it. Then we will review the basics of the ASC 820 model, including the concept of "exit price," the various approaches that an entity may follow when using a fair value approach, and the different levels of inputs that an entity may consider when determining fair value. Lastly, the course will provide examples of when and how to apply this complex accounting guidance.
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Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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Online/Webcast
4.00 Credits
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Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the §199A deduction to each recipient of Schedule K-1. Your clients will trust you to ensure that the relevant data is properly reported. The IRS has added disclosure lines to Schedules K-1 for S corporations, partnerships, and trusts. This course will cover the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. The course includes examples and case studies relevant to the new disclosure lines of Schedules K-1. This program will include the latest relevant IRS guidance.
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Forensic Accounting: When The Office Is A Crime Scene
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Online/Webcast
4.00 Credits
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Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Form 990: Best Practices for Accurate Preparation
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Online/Webcast
8.00 Credits
Get to know Form 990 and its 16 schedules, and gain insight on filling out the information return for exempt organizations.
Performing a Single Audit Under the Uniform Guidance
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Online/Webcast
8.00 Credits
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Major program determination, pass-through entity responsibilities, SEFA requirements, and other topics are introduced and explained for auditors performing single audits.
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Untying the Knot: Taxes & Divorce
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Online/Webcast
8.00 Credits
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Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: - Filing Status: Determining the correct filing status during and after divorce. - Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts. - Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce. - Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. - Currently-Not-Collectible Status: Understanding when and how to use this option. - Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities. - Lien Discharges & Subordinations: Managing IRS liens on property during divorce. - Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. - Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Written Information Security Plans
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Online/Webcast
1.00 Credits
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
NotebookLM Use Cases for Accountants
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Online/Webcast
2.00 Credits
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This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The One Big Beautiful Bill: 2025 tax legislation
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Online/Webcast
4.00 Credits
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The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Preparations, Compilations and Reviews
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Metairie
8.00 Credits
The Accounting and Review Services Committee of the AICPA (ARSC) develops the SSARS. There are now three levels of engagements in the SSARS, Preparation, Compilation, and Review. The SSARS also now extend to engagements other than historical financial statements such as specified items, elements, and accounts, pro-forma financial information, and prospective financial information. If you perform any engagements under SSARS, this course is an absolute must. An in-depth discussion of all three levels of service will provide the necessary guidance to ensure that you are completing your engagements within standards.
ACPEN: Business Tax Update for Industry
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Online/Webcast
2.00 Credits
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This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed. *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 terri.storer@acpen.com
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Shortcuts that Excel Users Love
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Online/Webcast
2.00 Credits
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Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take 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.
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Surgent's What Tax Practitioners Need to Know About Medicare
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Online/Webcast
2.00 Credits
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Accounting and finance professionals often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.
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ACPEN: Tactical CFO Series - Make Your Business Process Work For You
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Online/Webcast
8.00 Credits
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Tactical CFO is a four-part series that answers the how and execution aspects of our strategies and financials. The titles include: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance Description – Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability, and decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking, and educating non-financial managers so budgets become a tool for managing performance, not just controlling spending. Tactical Business Systems – Getting the Most from Information Systems and ERP Description – CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing, and managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security, and emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy, and avoiding common pitfalls that cause system implementations to fail. Tactical Data Management – Turning Data into Actionable Information Description – Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs and CPAs can tactically manage data to generate insight, improve performance, and reduce risk. Participants will explore financial and non-financial data, data organization, and the role of analytics in understanding customers, operations, and employees. The session emphasizes clarity, simplicity, and storytelling so data supports better decisions rather than overwhelming stakeholders. Tactical Finance Leadership – Building the Finance Team of Tomorrow Description – The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
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Avoiding the Most Misapplied Audit Concepts
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Online/Webcast
8.00 Credits
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Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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