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 Summer Education Conference
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Gulf Shores
20.00 Credits
**Hotel reservation link will be sent in your Conference Registration Confirmation email. Open to all CPAs, featuring a diverse range of hot topics to keep you informed and ahead in the field.All CPAs are invited to join the Alabama, Arkansas, Florida, Louisiana, and Texas CPA Societies for the Summer Education Conference in Gulf Shores, AL. Pack up the family and enjoy 4 hours of CPE each morning, with the rest of the day free to relax on the beach, kayak, or explore local attractions. It’s the perfect blend of vacation and professional growth, offering a unique chance to network with CPAs from across the SEC!Sunday, July 194:00 pm Conference Registration 6:00 - 7:30 pm SEC Networking Reception Tailgate Show your school spirit by wearing your team colors and join us for a lively tailgate reception to kick off the conference! Network with fellow state societies, enjoy delicious food, and connect before the sessions begin. The reception is complimentary for registrants, with adult guests at $25 and children at $10. Please remember to rsvp and pre-pay for any reception guests before arriving in Gulf Shores to secure your spot.Monday, July 208:00 - 9:40 am Professional Opportunities Update (Rise to the Future Together)Mark Koziel Join Mark Koziel, President & CEO of the AICPA and CEO of the Association of Certified Professional Accountants, as he looks to the future and provides an update on the challenges and opportunities facing the profession. Discover how the profession is rising to meet the moment and how the Association is working to empower innovation, leadership, and inspiration for the next generation of CPAs and CGMAs.9:40-10:00 Break10:00 - 11:40 amDo You Smell Something Burning? Dr. Angela White Bazile, Esq. • Judges & Lawyers Assistance Program, Inc. • Mandeville, LABurnout is a form of chronic stress that stems from prolonged workloads, tight deadlines, and intense pressure to maintain accuracy and compliance. It can result in mental health issues such as anxiety, depression, emotional exhaustion, and a reduced sense of personal effectiveness. The cyclical nature of peak seasons and the demand for precision can make it difficult for accountants to find work-life balance, contributing to long-term mental and emotional strain.Tuesday, July 218:00 - 11:40amTax Update Lisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, ALThis workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.Wednesday, July 228:00 - 9:40 amUpdate on AI for the Accounting Profession Paul M. Perry, FHFMA, CDPSE, CISM, CITP, CPA • Warren Averett • Birmingham, ALAs artificial intelligence quickly becomes part of our everyday lives, it brings with it more comprehension needs, risk, and capabilities. IT almost requires a daily refresh on what was and what will become. Simply, AI is a powerful tool and, at times, a crutch – but never a replacement for human judgment, context, or accountability. Participants will explore where AI adds real value (content creation, summarization, efficiency gains), where it creates new exposures (data leakage, false confidence, over reliance), and how accountants must apply professional skepticism, governance, and security controls to use AI safely. The session will explore every aspect of our professional life and the abilities that we can (and should) turn over to AI and those that should remain firmly human responsibilities.9:40-10:00 am Break10:00 - 11:40 amMergers and Acquisitions, Business Valuations Robert P. Gray, CPA, ABV, CFF, CGMA, CFE • Gray Schrupp & Associates • Dallas, TXThursday, July 238:00 - 11:40 amAccounting and Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis session will cover new standards issued by the FASB, Auditing Standards Board, and AICPA Accounting and Review Services Committee. Hot topics in peer review will also be covered, along with emerging issues in the accounting and auditing field.Friday, July 248:00-9:40Wall Street, Washington, and West Coast: An Economic UpdatStephen Morgan • Senior Vice President, Investment Director – Hancock Whitney Asset Management • New Orleans, LAPolicymakers are reshaping global trade and upending international relations as the U.S. Federal Reserve enters a new era. Meanwhile, artificial intelligence and other factors are rewriting labor force dynamics. We’ll examine the new economic and financial market landscape in light of these developments.9:40-10:00 am Break10:00 - 11:40The CPA as Connector: Adding Value Without Being the Forensic Expert Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • RAL Forensics, LLC • Metairie, LAForensic accounting is often treated as a single specialty, but it encompasses multiple distinct disciplines, each designed to address different client needs and situations. This session is designed for CPAs across all practice areas and focuses on helping attendees understand how forensic accounting differs from traditional CPA services and how to identify which type of forensic expertise best fits a client’s circumstances. The session emphasizes the CPA’s role as a trusted advisor and connector. Attendees will learn how to recognize when matters move beyond traditional CPA services, what information is helpful to gather early, and how to manage client expectations before a forensic specialist is engaged. The goal is for CPAs to leave feeling more confident adding value by connecting clients with the right forensic expertise at the right time. Learning ObjectivesUpon completion of this session, participants will be able to:• Identify major forensic accounting disciplines and their common use cases• Recognize client scenarios where forensic expertise may be appropriate• Understand how CPAs add value by serving as connectors Important Note: Starting June 30th, a $200 cancellation fee will apply due to commitments with the hotel, catering, and event planning. We appreciate your understanding.
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
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Online/Webcast
2.00 Credits
Practical hands-on Excel learning exercises taught by a highly engaging expert in the field You'll develop your expertise with real-world Excel workbooks. Despite the popularity of VLOOKUP, it has its drawbacks. This session will address these drawbacks while offering alternatives. You'll walk through the VLOOKUP and IFERROR functions, and explore the following topics: Improving the use of VLOOKUP with VALUE/TEXT Improving the use of VLOOKUP with MATCH. Moving beyond VLOOKUP with INDEX Trapping errors with IFERROR Moving beyond basic Excel functions Grasping the limitations and possible enhancements for the VLOOKUP feature, along with methods to handle errors can elevate your proficiency in Excel. You'll also partake in hands-on Excel activities that showcase the integration of functions and their use in crafting spreadsheets, encompassing: Combining functions to enhance flexibility Utilizing functions for atypical data categories Perfecting sophisticated lookup functions *Session 5 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 6: List Comparisons and Indenting] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-6--list-comparisons-and-indenting) to further prepare to tackle real-world issues and build powerful workbooks.*
Using ChatGPT with Excel
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Online/Webcast
2.00 Credits
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
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Surgent's Successful Communication
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Online/Webcast
4.00 Credits
Technology has created numerous ways for us to communicate with each other - but it's also increased the number of ways in which the message can get garbled. Effective communications skills are crucial to successful management. Learn how to control your message with clear communications strategies. You'll learn to recognize communication barriers, assess styles and behaviors, and learn how to listen more effectively as well.Speaker - Sarah Acuna
Enterprise-Wide Risk Management in Accounting and Finance
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Online/Webcast
4.00 Credits
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Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. 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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Building Security and Efficiency With Internal Control
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Online/Webcast
8.00 Credits
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A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
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How to Start a CFO Service
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Online/Webcast
1.00 Credits
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This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Adam Lean
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K2's Saving Time With Electronic Forms
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Online/Webcast
1.00 Credits
Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors. Speaker - Brian Tankersley
ChatGPT: What Every CPA Should Know-Updated
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Online/Webcast
2.00 Credits
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Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
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Surgent's Hiring New Workers and Payroll Taxes
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Online/Webcast
2.00 Credits
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When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course, we will explore the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will even discuss the surprisingly difficult-to-navigate world of unemployment insurance.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Guide Strategy, Attract Investments with Financial Forecasts
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Online/Webcast
2.00 Credits
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Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. - Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management. - Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth. - Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth. Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Eric Knight, CPA, DBA
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2025 A&A Update With Technology Implementation
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Online/Webcast
4.00 Credits
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Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence. Finally, we will close the course by exploring the audit technology adoption process to help transform resistance into resilience as the industry embraces new technologies. We will learn how to overcome common barriers to deliver a successful implementation. 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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Corporate Transparency Act Developments
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Online/Webcast
2.00 Credits
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U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA
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Excel for Accounting Professionals Session 6: List Comparisons and Indenting
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Online/Webcast
2.00 Credits
Major benefits of detailed Excel workbooks Understanding list comparisons in Excel is vital for improved workbook efficiency. In this webcast, the facilitator will walk you through comprehensive learning exercises that provide an overview of the following topics: Performing list comparisons Building multicolumn list comparisons Using lookups Indenting commands In-depth training for Excel upskilling This webcast is crafted to enable active participation as you follow the demonstrations. It will navigate you through the intricacies associated with working Excel columns, helping you to apply key functions effectively for significant improvements through the following: ISERROR COUNTIFS SUMIFS *Session 6 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 7: Data- Driven Workbooks and Concatenation] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-7--date-driven-workbooks-and-concatenation) to further prepare to tackle real-world issues and build powerful workbooks.*
Surgent's Representing a Client in an IRS Audit
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Online/Webcast
3.00 Credits
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Recent legislation in Congress has provided the IRS with substantially increased funding to bolster its human staff and purchase software that will allow the IRS to audit many more taxpayers in a more effective way. The IRS believes it can target the right kinds of taxpayers for audits so that it will not waste its time on audits that produce little, if any, revenue. The purpose of this program is to discuss the current state of IRS audits and the anticipated increases in the IRS's ability to audit wealthier taxpayers in an efficient way. The course will discuss the state of the IRS's current audits and where the IRS is headed with audits in the coming years. Tax practitioners should also be aware of the state of the IRS's efforts to target efficiencies so as to produce the most revenue.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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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.Speaker - Steven C. Dilley, CPA, JD, PhD
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Comprehensive Audit & SSARS Update
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Online/Webcast
4.00 Credits
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This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. Henry, CPA, CGMA
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AI & Accounting in Construction
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Online/Webcast
2.00 Credits
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This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and financial professionals must evolve their roles-leveraging AI for smarter budgeting, automated compliance, and real-time auditing. The course highlights the top 20 macro-level AI trends in construction and explores how accounting professionals can align financial systems with operational AI, uphold audit integrity, and prepare for emerging tax and compliance challenges. 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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Fraud Busters: Controls to Prevent & Detect Fraud
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Online/Webcast
2.00 Credits
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This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Keely Gohl, CPA, CGMA
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Professional Skepticism for the Public Accountant
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Online/Webcast
1.00 Credits
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Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices. Speaker - Dr. Chris Harper