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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.
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2026 Cypress Summit - IN PERSON: Medical, Not-for-Profit, Estate & Financial Planning, and Financial Institutions
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Baton Rouge
8.00 Credits
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The Cypress Summit Conference is BACK! This is your one-stop destination for impactful learning, fresh connections, and a full day packed with value!We're bringing together four conferences under one roof: • Medical & Healthcare (MED)• Financial Institutions (FIC)• Not-for-Profit (NFP)• Estate & Financial Planning (EFP) With multiple specialized tracks, you can customize your experience based on your interests and goals. Stay within one track for a deeper dive or mix and match sessions across conferences to create an agenda that's right for you. It's a unique opportunity to learn, grow, and connect with professionals from a variety of industries.Don’t miss this exciting new way to earn CPE, expand your network, and gain fresh insights—all in just one day! When registering, you’ll select sessions to help us estimate room sizes, but you can attend any sessions you choose on the day of the event. Agenda7:30-7:55am - Registration, Breakfast & Opening Remarks 8:00am - 9:15am - General SessionGazing into the Crystal Ball: Drivers of the 2027-28 EconomyLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LAWhat will be the key factors driving the Louisiana economy over the next two years? Is the national economy heading for a recession? If you are in the real estate area, what are the prospects for a Fed rate cut? How might the closure---even a temporary one---of the Strait of Hormuz impact Louisiana's burgeoning LNG export market? What is beginning to finally create a resurgence in the central and north Louisiana economies? Has there finally been a turn in the influence of the NGO's in the river parishes?9:15-9:35 Break 9:35am - 10:25am Breakout Sessions Tax Planning within the Nonprofit Landscape (NFP, EFP)Taylor Boudreaux, CPA • Mauldin & Jenkins, LLC • Houma, LAJoin speakers Taylor Boudreaux and Jack Wiles as they provide an overview of key tax issues affecting nonprofit organizations, including compliance requirements, recent developments, and practical planning considerations. Attendees will also gain insight into effective estate planning strategies designed to preserve wealth, maximize charitable giving opportunities, and help achieve long-term financial and philanthropic goals.Hot Topics in ALM (FIC)Matt Thompson, CFA • Smith, Shellnut, Wilson • Ridgeland, MSThis session will explore a range of timely asset/liability management issues facing community financial institutions, with a focus on areas where accounting treatment requires particular attention. Topics will include the effects of issuance costs on callable brokered CDs, TEFRA considerations affecting the yield on tax-exempt bond portfolios, and the persistent drag of unrealized losses in investment portfolios — a challenge that remains pressing even after 175 basis points of rate cuts and renewed pressure from rising market rates. Attendees will leave with practical insights to sharpen their understanding of ALM issues facing financial institutions today. Current and Future State of U.S. Health Care (MED)Tony Davis, CMPE • Eisner Amper • Minneapolis, MNAs advisors to medical clients, it’s important to understand the financial ecosystem of the US Health Care system and who are the major influencers on the total annual medical spend. We will also peek into the future to address the pressing issues of medical provider burnout, system inefficiencies and the projected impact of AI in healthcare. 10:25 – 10:30 Change Break10:30am - 11:20am Breakout SessionsNot-for-Profit Update: Financial Resilience, Compliance Risk, and Emerging Reporting Issues (NFP) Jeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LANot-for-profit organizations continue to face funding uncertainty, cash flow pressure, increased compliance expectations, and growing demand for financial transparency. This session will provide a practical update on key industry trends, grant management, Uniform Guidance, Louisiana Legislative Auditor requirements, complex gifts, and emerging accounting and reporting matters. Participants will leave with insight into the risks, opportunities, and technical issues CPAs should be watching in the year ahead.Accounting and Auditing Update (FIC, MED)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPrivate Placement Life Insurance: What Your Wealthiest Clients Are Being Told (EFP) David Means, JR. AEP, CLU, AIF, NQPC • DeNovo Advisory Group • Dallas, TXHigh-net-worth and ultra-high-net-worth clients are increasingly hearing about private placement life insurance and annuities as tools for tax-efficient investing, estate planning, and asset protection. This session provides an objective look at what advisors are recommending, why interest has accelerated in recent years, how these structures function, and the key tax and planning issues CPAs should understand when evaluating opportunities for their clients.11:20 – 12:20 Lunch12:20pm - 1:10pm Breakout SessionsBest Ways to Save For You, Your Kids, and Your Grandkids (EFP)John C. Schmidt, CPA • Pelican CPAs & Advisors • Shreveport, LAThis session will discuss options available for saving for your retirement, plus discussion of savings options for young children, adult children and grandchildren including the new Trump accounts and Trump IRAs.AI in Healthcare: What's Real Today and What's Coming Next (MED)Shelley Martin, MD, FAAP • Ochsner Health System • Baton Rouge, LAArtificial intelligence is rapidly transforming healthcare—from clinical documentation and patient engagement to revenue cycle operations and decision support. This presentation explores where AI is creating real value today, where risks remain, and how healthcare organizations are approaching governance and implementation. We'll also look ahead to the next wave of innovation, including AI agents, autonomous workflows, and emerging technologies that will increasingly influence the delivery, management, and financing of care.Don't Take the Bait: Defending Against Today's Cyber Threats (NFP, FIC)Allison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LACyber threats continue to evolve faster than ever, impacting organizations of every size and industry. This session explores today's cybersecurity landscape, emerging threats, and the issues that continue to plague organizations, including fraud schemes, phishing and other social engineering attacks, third-party risks, software vulnerabilities, and employee training challenges. Attendees will not only gain a practical understanding of the threats facing organizations but will also leave with actionable insights they can apply within their organizations and share with clients to strengthen their cybersecurity posture. 1:10 – 1:15 Change Break1:15pm – 2:05pm Breakout SessionsPlanning for Retirement: Medicare, Social Security & Sustainable Income (EFP) Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPreparing for retirement involves more than saving—it requires making informed decisions about healthcare coverage, Social Security benefits, and long-term income strategies. This session will explore key retirement planning considerations, including Medicare enrollment, Social Security timing, annuities, and fixed-income solutions, helping attendees build a confident and financially secure retirement plan.Navigating the 340B Program: Eligibility, Compliance, and the Current Regulatory Storm (MED)Jim Daniel Jr., JD, MBA • Partner - Hancock Daniel & Johnson, LLC • Richmond, VAThe 340B Drug Pricing Program has become one of healthcare's most contested topics, with new litigation, manufacturer restrictions, and federal guidance creating added compliance and financial risks. This presentation covers 340B eligibility and compliance basics, plus the latest developments CPAs need to know to advise their clients and employers on the program.Board Recruitment and Retention (NFP)Edmund Giering IV, JD • Baton Rouge Area Foundation • Baton Rouge, LAIn this session, Edmund Giering will explore board responsibilities – from mission, policy and financial perspectives. Participants will hear about best practices in terms of board and staff relationships, recruitment and retention of board members, and how best to support an organization and its leadership as a board member.Deregulation from Banking Regulators (FIC)Crystal Jareske, CPA, CIA • Crowe LLP • Dallas, TXAs the compliance landscape continues to evolve, organizations are facing a new kind of challenge: navigating a regulatory environment where oversight may be reduced, but expectations remain firmly in place. This session explores the shifting compliance climate emerging from Washington, D.C., examining what it means for banks when regulators redefine risk or adjust their focus, yet the rules themselves persist. The training will include questions to consider when managing risk, maintaining accountability, and adapting compliance strategies in a world where enforcement may change but obligations do not, with an emphasis on safety and soundness.2:05 – 2:25 Break2:25 – 3:15 Breakout Sessions Estate Planning with Trusts (EFP) Miriam Henry, JD • Jones Walker • New Orleans, LA Hot Topics Panel (MED)Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LAShunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LAJason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAStephanie Bushart • Ochsner Health • Baton Rouge, LAPanelists will discuss the most pressing challenges and opportunities impacting healthcare organizations today. The Future of Philanthropy: Building Impact, Equity, and Legacy Across Generations (NFP)Nathan Alvarez • Greater New Orleans Foundation • New Orleans, LAAshley Floyd • Greater New Orleans Foundation • New Orleans, LA• Learn how philanthropy is changing as younger donors increasingly step up as community leaders and older generations step down• Explore how donor-advised funds, planned giving vehicles, and charitable planning tools help create lasting community impact• See how to align financial tools with personal and family values, especially across generations Legislative Update (FIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA3:15 – 3:20 Change Break3:20pm - 4:35pm - General SessionAI Practical Uses and PoliciesBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LABrandon Smith, CPA • Mauldin & Jenkins • Atlanta, GAGreg Langham, CPA, MBA • Malcolm Dienes, LLC • Metairie, LAZak Kinchen, CPA • Planters Bank • Indianola, MSThis panel will share practical applications, lessons learned, and real-world results from AI adoption. The discussion will explore firm policies, governance considerations, risk management, and best practices for balancing innovation, security, and client trust in an evolving technology landscape.
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ACPEN: Effective Manager - Traits and Skills
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Online/Webcast
2.00 Credits
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Many courses deal with leadership and manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning and an ever- evolving process.
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Artificial Intelligence Conference
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Online/Webcast
1.00 Credits
FOR THE MOST UP TO DATE INFORMATION ON CPE HOURS, SPEAKER SESSIONS, AND FIELDS OF STUDY, PLEASE CHECK THE AGENDA: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:APIUTILS!51004&PageID=76015510-0F80-49AD-8D36-BCF533F9AE23 Step into the future 2026 AI Summit. Join leading CPAs and innovators to explore how generative AI and autonomous agents are redefining auditing, risk management, and client advisory.
AI in Action: Your First Steps to Smart Adoption
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Online/Webcast
1.00 Credits
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In this course, you'll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions.
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Numbers to Narrative: Storytelling in Business Communication
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Online/Webcast
1.00 Credits
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Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. 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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Internal Control Changes for Remote Workers
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Online/Webcast
2.00 Credits
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For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. 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 Real Estate Taxation: Critical Considerations
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Online/Webcast
4.00 Credits
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This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
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The Role of Internal Control in the Risk-Based Audit
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Online/Webcast
4.00 Credits
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This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. 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 for your questions during the event.
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Finance and Innovation: Reinvent Your Organization and Dept.
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Online/Webcast
8.00 Credits
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Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. 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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online/Webcast
8.00 Credits
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Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.
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Tax Update: "One Big Beautiful Bill"
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Online/Webcast
2.00 Credits
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This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. 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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How AI Is Automating Internal Control
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Online/Webcast
4.00 Credits
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The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. 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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ACPEN: Accounting for Credit Losses – Getting to Know CECL
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Online/Webcast
2.00 Credits
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The accounting for credit losses has changed significantly as a result of ASU 2016 13. While some practitioners believe this update applies only to financial institutions, it also impacts many other entities with financial assets such as loans and trade receivables. In this course, Jeff explains the concept of CECL and how it is used to account for credit losses. The course focuses primarily on the accounting, while incorporating enough finance concepts to provide context and understanding of the standard. In addition, the course provides practical insight on coordinating the efforts of the accounting staff with those of the finance department. As in all his courses, Jeff incorporates a light and engaging approach to help maintain focus.
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Surgent's Food, Beverage, and Entertainment Expensing
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Online/Webcast
2.00 Credits
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The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment.
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Surgent's Introduction to Required Minimum Distributions
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Online/Webcast
2.00 Credits
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Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants, and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs. This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs, and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs. The course will include cases to promote understanding of the rules.
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Surgent's Use the Data Model to Build More Powerful PivotTables
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Online/Webcast
2.00 Credits
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Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.
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Common Deficiencies in SSARS Engagements
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Online/Webcast
4.00 Credits
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Preparation, compilation, and review engagements continue to receive heightened attention in peer review, even years after the issuance of SSARS No. 21. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation, and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance, rather than simply listing technical errors, and highlights practical approaches firms can use to improve consistency, documentation, and overall engagement performance. Designed for practitioners performing SSARS engagements, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution. 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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How Changes in Business Methods Affects Internal Control
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Online/Webcast
8.00 Credits
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New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible. 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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ACPEN: K2’s Ten PDF Tips You Need To Know
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Online/Webcast
1.00 Credits
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Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.
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Monthly Federal Tax Updates - September 2026
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Online/Webcast
2.00 Credits
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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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