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.PLUS: Register 3 or more team members and enjoy special group pricing! Call 504.464.1040 for details and to register.Evevate Leadership At Every Level. 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
CPA to CFO: Essential Competencies for Finance Leaders
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Online/Webcast
1.00 Credits
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The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. 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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Central Louisiana Chapter: Chair Visit & Member Celebration
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Boyce
0.00 Credits
2026–27 LCPA Chair Ken Champagne is bringing a Trusted Perspective to the year ahead, celebrating the insight, experience, and trusted guidance CPAs bring to their clients, organizations, communities, and one another.Join Ken and CEO Ron Gitz on their statewide tour as they share updates on the Society’s vision for the year ahead. We'll also recognize our milestone members and celebrate the experience and contributions that continue to strengthen our profession. Come enjoy an evening of dinner, drinks, networking, and reconnecting with friends. Join us in celebrating these Member Milestones! 25-Year Member Honorees Barbara H. Clements, CPA Steven E. Kimball, CPA Newly Licensed CPAs Heather Carter Paige Futrell Precious Goins Courtney Hebert Thomas Howell Shelby Hughes Mary Grace LeDoux Jacob Parker Finola Reed Kali Stains
Financial Planning: Auto & Homeowners Insurance
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Online/Webcast
1.00 Credits
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While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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: Functional Approach to Employee Benefits
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Online/Webcast
1.50 Credits
Discusses the Functional Approach to Employee Benefit Plan design and provides HR professionals with a clear blueprint on how to develop a benefits strategy that is aimed at addressing employee needs. The unit will also identify pathways to develop communication strategies to ensure employees view benefit programs as compensation. The end of the unit will introduce some of the different medical plan types and how they vary in terms of how total rewards are delivered.
SOC 2® Report Walkthrough
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Online/Webcast
2.00 Credits
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Understand the contents of each section of a SOC 2 report, with highlights on key items of interest.
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CFO & Controller Critical Skills: Budgeting & Forecasting
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Online/Webcast
2.00 Credits
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The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. 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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Take Command of your Time
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Online/Webcast
2.00 Credits
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Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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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Unlock the Power of AI with Copilot in Excel
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Online/Webcast
2.00 Credits
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online/Webcast
4.00 Credits
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Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, IRS filing issues, and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
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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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All About Fraud - Examples, Prevention and Auditing
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Online/Webcast
4.00 Credits
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Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud Examiners, along with key characteristics commonly observed among fraud perpetrators. The course then explores practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Participants will also review recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. The course concludes with a discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit 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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Capitalized Costs & Depreciation - Tax Staff Essentials
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Online/Webcast
5.50 Credits
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Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.
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An Exhaustive Look At Fraud and Ways To Control It
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Online/Webcast
8.00 Credits
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Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. 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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Leases: Mastering the New FASB Requirements
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Online/Webcast
8.00 Credits
Key aspects of FASB ASC 842, *Leases*, including lease modifications, sale and leaseback transactions, and leveraged leases are covered for practitioners looking to understand FASB requirements.
S Corporations: Calculating Shareholder Basis
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Online/Webcast
2.00 Credits
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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.
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2026 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Thibodaux
3.00 Credits
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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online/Webcast
4.00 Credits
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Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. 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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2026 Energy Conference - FIRST DAY ONLY
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Lafayette
8.00 Credits
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Society of Louisiana Certified Public Accountants2026 Energy ConferenceNovember 12-13One Acadiana- LafayetteDAY ONE: Thursday, November 128:00 am Registration & Breakfast Opens8:25 am Welcome/Opening Remarks8:30 – 9:25 amState of the IndustryMike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA9:25 – 10:25 amCarbon Capture: Where We Are and What's NextMark Dore, JD • The Dore Law Firm, LLC • Lafayette, LACarbon capture and storage (CCS) has evolved from an emerging concept into a critical component of the nation's energy and industrial strategy. As technology advances, regulatory frameworks mature, and investment continues to grow, energy professionals are increasingly called upon to understand the legal, commercial, and operational realities shaping this rapidly developing sector.This session provides a practical update on the current state of carbon capture, examining recent technological developments, federal and state policy changes, project activity, and the market forces driving continued investment. Particular attention will be given to Louisiana's unique position as a national leader in carbon management, including its geologic advantages, industrial infrastructure, and evolving regulatory environment.10:25 – 10:45 am Break10:45 am – 12:00 pmYour Digital Ambition Is Reality: The Only Limit Is Your ImaginationTrace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, ALWhat do you want technology to do for your business? That is your digital ambition, and it is the starting point for every successful AI initiative. In this session, we will introduce a simple framework built on three pillars: Growth, Efficiency, and Resilience, with Innovation as the umbrella over all three.You will then see the framework in action through a real engagement with an energy company. We will walk through their ambition, how they connected operational and financial data on a modern data platform, and then demo the result live. You will leave with a practical way to define your own digital ambition and a clear first step, with no technical background required.Learning objectives (LSCPA usually asks for these)• Define digital ambition and describe the three pillars that organize it.• Identify how operational and financial data can be connected to support better decisions in an energy organization.• Recognize what a scoped, time-boxed first AI project looks like.• Apply the framework to draft a digital ambition for your own organization.12:00 – 1:00 pm Lunch (included)1:00 – 2:00 pm Economic UpdateSarah Delord • Vice President, Sr Portfolio Manager - Hancock Whitney Asset Management • New Orleans, LAGreg Kass Jr • Senior Trust Portfolio Manager - Hancock Whitney Asset Management • New Orleans, LA Explore the forces supporting U.S. economic and market resilience amid persistent inflation, shifting Federal Reserve policy, and changing global trade. Examine how consumer spending, corporate investment, and AI adoption intersect with geopolitical risks and energy supply constraints to shape the outlook for growth. The presentation also highlights Louisiana’s opportunities in LNG exports, data centers, and the power infrastructure needed to support their expansion.2:00 – 3:00 pmGulf Coast Energy UpdateGreg Upton, PhD • Louisiana State University • Baton Rouge, LA3:00 – 3:20 pm Break3:20 – 4:50 pmEnergy UpdateChelsea Zeringue, PhD • Research Engineer - University of Louisiana Lafayette • Lafayette, LABlake Foret • Energy Assessment and Outreach Engineer - University of Louisiana Lafayette • Lafayette, LA
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2026 Energy Conference - BOTH DAYS
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Lafayette
16.00 Credits
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Society of Louisiana Certified Public Accountants2026 Energy ConferenceNovember 12-13One Acadiana- LafayetteDAY ONE: Thursday, November 128:00 am Registration & Breakfast Opens8:25 am Welcome/Opening Remarks8:30 – 9:25 amState of the IndustryMike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA9:25 – 10:25 amCarbon Capture: Where We Are and What's NextMark Dore, JD • The Dore Law Firm, LLC • Lafayette, LACarbon capture and storage (CCS) has evolved from an emerging concept into a critical component of the nation's energy and industrial strategy. As technology advances, regulatory frameworks mature, and investment continues to grow, energy professionals are increasingly called upon to understand the legal, commercial, and operational realities shaping this rapidly developing sector.This session provides a practical update on the current state of carbon capture, examining recent technological developments, federal and state policy changes, project activity, and the market forces driving continued investment. Particular attention will be given to Louisiana's unique position as a national leader in carbon management, including its geologic advantages, industrial infrastructure, and evolving regulatory environment.10:25 – 10:45 am Break10:45 am – 12:00 pmYour Digital Ambition Is Reality: The Only Limit Is Your ImaginationTrace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, ALWhat do you want technology to do for your business? That is your digital ambition, and it is the starting point for every successful AI initiative. In this session, we will introduce a simple framework built on three pillars: Growth, Efficiency, and Resilience, with Innovation as the umbrella over all three.You will then see the framework in action through a real engagement with an energy company. We will walk through their ambition, how they connected operational and financial data on a modern data platform, and then demo the result live. You will leave with a practical way to define your own digital ambition and a clear first step, with no technical background required.Learning objectives (LSCPA usually asks for these)• Define digital ambition and describe the three pillars that organize it.• Identify how operational and financial data can be connected to support better decisions in an energy organization.• Recognize what a scoped, time-boxed first AI project looks like.• Apply the framework to draft a digital ambition for your own organization.12:00 – 1:00 pm Lunch (included)1:00 – 2:00 pmEconomic UpdateSarah Delord • Vice President, Sr Portfolio Manager - Hancock Whitney Asset Management • New Orleans, LAGreg Kass Jr • Senior Trust Portfolio Manager - Hancock Whitney Asset Management • New Orleans, LA Explore the forces supporting U.S. economic and market resilience amid persistent inflation, shifting Federal Reserve policy, and changing global trade. Examine how consumer spending, corporate investment, and AI adoption intersect with geopolitical risks and energy supply constraints to shape the outlook for growth. The presentation also highlights Louisiana’s opportunities in LNG exports, data centers, and the power infrastructure needed to support their expansion. 2:00 – 3:00 pmGulf Coast Energy UpdateGreg Upton, PhD • Louisiana State University • Baton Rouge, LA3:00 – 3:20 pm Break3:20 – 4:50 pmEvolving Energy-Based Technologies to Further Entrench Louisiana as the Energy State: A Peak into Our Bright FutureChelsea Zeringue, PhD • Research Engineer - University of Louisiana Lafayette • Lafayette, LABlake Foret • Energy Assessment and Outreach Engineer - University of Louisiana Lafayette • Lafayette, LADAY TWO: Friday, November 137:30 am Registration & Breakfast Opens7:55 am Opening Remarks8:00 – 9:00 amIt’s Been 65 Years of COPAS Auditing and Joint Interest Accounting: Where Have We Been, Where Are We, Where Are We Going?Mike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO9:00 – 10:00 amLegislation and Litigation for Oil, Gas & EnergyChris Peyton, JD • Kean Miller • Lafayette, LAMattie Zepernick, JD • Kean Miller • Lafayette, LA10:00 – 10:20 am Break10:20 –11:30 amCybersecurity Resilience in Accounting: Safeguarding Financial Data Les Nettleton • Retired- Bourgeois Bennett • New Orleans, LAThe accounting profession remains a primary target for sophisticated cyber threats due to the highly sensitive financial data it manages. This session delivers a critical update on the intersection of emerging technology, evolving regulatory compliance, and cybersecurity risks. We will analyze the modern threat landscape, focusing on business email compromise (BEC), ransomware attack vectors (attempts made to access your systems and/or data), and the unique data privacy liabilities facing accountants today.11:30 am – 12:30 pm Lunch12:30 – 1:20 pmDepartment of Conservation and Energy UpdateDustin Davidson • Louisiana Department of Conservation and Energy • Baton Rouge, LA1:20 – 2:10 pm Timber Industry UpdateBuck Vandersteen • Executive Director - Louisiana Forestry Association • Alexandria, LA 2:10 – 2:30 pm Break2:30 – 3:25 pm Tax UpdateJohn Schmidt, CGMA, CPA, MBA, PFS • Pelican Tax & Consulting CPA, LLC • Shreveport, LA 3:25– 4:20 pm Two Hinges of Leadership: Awareness and TrustLauren Navarre, JD • Arena Collective • Slidell, LAA leader who refuses to examine his/her own triggers, blind spots, and areas of growth will never be equipped to truly serve those he leads. This presentation unpacks the two foundational hinges that every effective leader must develop: the awareness to work on oneself, and the trust that binds a team together — trust in yourself, trust in the process, and trust in the people around you. Because at the end of the day, people don't follow titles or authority — they follow leaders who have earned their trust and proven they exist to serve, not to be served.
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