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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, Surgent, AHI, AICPA, and K2 Enterprises to deliver high-quality webcast and self-study content in a convenient and cost-effective manner. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
2025 Louisiana Tax Conference - Both Days - Live In Person
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New Orleans
16.00 Credits
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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. Bonus Festive Fun Awaits:• Take the self-guided holiday lights walking tour and soak in the season’s magic Wednesday or Thursday night (sharing more details soon)• Compete in our Holiday sweater contest on Conference Day 2, December 12. (ugly, funny, or fabulous, all are welcome!)• Enjoy surprises, treats, and giveaways throughout the event for in-person attendees including a 2 night 3 day stay at the beautiful Lodge at Gulf State Park! AGENDA Day 1 - December 11 8:00-8:30am - Registration, Breakfast, & Opening Remarks 8:30-10:00 Individual Tax Update:?One Big Beautiful Bill and More Gina Rachel, CPA • EisnerAmper • Metairie, LA Let’s prepare for tax season 2026. Yes, there is still time for year ending planning. 10:00-10:20 Break 10:20-11:10 What is happening in DC? Melanie Lauridsen • AICPA & CIMA • Washington, DCFeeling buried under a mountain of tax legislation and regulatory updates?Staying ahead of every change that could impact you and your clients is no small feat. This session is designed to empower tax professionals with the latest intelligence on key tax developments. From breaking news to strategic insights, we’ll dive into what matters most—including where the IRS stands on guidance related to the implementation of H.R. 1 (commonly known as OBBBA). Walk away with real-time tax intelligence you can use—today.What you’ll gain:• A clear understanding of the hottest tax topics and how they affect your clients and your practice.• A forward-looking view of the legislative landscape, including technical and administrative issues.• AICPA resources to help you confidently navigate and implement H.R. 1. 11:10-12:00 Funny Numbers – Exploration of True Crimes of Louisiana Tax Preparers & their ClientsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LAShannon Talamo, JD • Associate – Long Law Firm, LLP • Baton Rouge, LASometimes a client’s suggestion or mistake can put the CPA between a rock and the IRS. Sometimes it’s the CPA who puts the client there. Brooke and Shannon will present some of the more memorable, recent cases in which CPAs have found themselves crossways with the law and tell you how they got there. 12:00-1:00 Lunch 1:00-1:50 Current Interactions with the IRS Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX This session will review client advocacy in an era of evolving IRS enforcement in both criminal and civil IRS matters.? The IRS has publicly announced a shift in hiring needs and areas of enforcement priorities.? The presentation will focus on specific areas of IRS enforcement, such as efforts against alleged abusive trusts, tax credits, and specific audit and collection efforts.? 1:50-2:50 Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations Hale E. Sheppard, Esq. • Eversheds Sutherland • Atlanta, GA Many partnerships are now under attack. The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby allowing them to escape self-employment taxes on their distributions. Partnerships base their positions on a law enacted way back in 1977, which has never been updated.? The broad scope of the “limited partner” exception, governmental inaction over the next five decades, and the IRS’s recent Compliance Campaign have led to chaos. This presentation chronicles the major events culminating in the current court disputes. 2:50-3:10 Break 3:10-4:00 Expanded Opportunities to Accelerate Depreciation under OBBBA J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA Curt will discuss the permanent bonus deduction and the new 100% deduction for newly built manufacturing facilities. He will also discuss how to determine the maximum bonus deduction for assets under purchases agreements on January 19, 2025 and self-constructed assets placed in service after passage of the bill. 4:00-4:50 Estate and Gift Tax Update Raymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LA We will cover recent developments in estate and gift tax including those in the OBBBA. Day 2 - December 12 7:30-8:00Registration, Breakfast, and Opening Remarks 8:00-9:10 Business Tax Update -Partnership Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA 9:10-10:00 The New Normal for S CorporationsRob Keller, CPA, JD, LLM • KPMG • New Orleans, LAThis course delivers up-to-date coverage of recent legislative, regulatory, and judicial developments affecting S corporations. Participants will review key changes in tax law, IRS guidance, and case law impacting S corporation formation, operation, shareholder eligibility, distributions, and tax compliance. 10:00-10:20 Break 10:20-11:10 State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LADepartment of Revenue Update on the implementation of the tax reform.11:10-12:00 AI for the Modern CPA: Navigating Risks and Harnessing Opportunities Justin Headley, CPA, CISSP, CISA, CRISC •?Warren Averett • Birmingham, AL Generative AI is rapidly transforming the landscape for financial professionals. This session provides a crucial update on current AI technologies, exploring how they can enhance efficiency and client services in tax, audit, and advisory. We will also establish a practical framework for managing the inherent risks—from data privacy to ethical considerations—ensuring you can innovate responsibly. 12:00-1:00 Lunch 1:00-2:00 Everything You Always Wanted to Know about Louisiana State and Local Tax, But Were Too Afraid To Ask Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The presentation will cover all relevant current developments in Louisiana state and local taxation over the course of 2025, including tax legislation, caselaw developments, and regulatory and administrative items of significance. 2:00-3:00 Bird’s Eye View: National SALT Trends to Watch Jeff Birdsong, JD • Jones Walker • New Orleans, LA Whether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action. 3:00-3:30 Break/Prize Giveaways 3:30-4:30 Trusts, Wills and Estates: A Practical Guide for CPAs Carl Servat III, JD, LLM • Lukinovich, APLC • Metairie, LA This presentation will provide CPAs with a practical overview of key estate planning tools and strategies, including Wills, Trusts, Powers of Attorney, Usufructs, and more. It will also address some post-mortem tax issues that may arise and some of the responsibilities of executors and trustees. Attendees will gain insights to better support clients through both lifetime planning and estate administration.
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Quality Management: A Practical Approach
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Metairie
8.00 Credits
Are You Ready for the New Standards? Beginning in 2025, the AICPA Quality Management (QM) Standards will usher in a host of new requirements. The first half of this course is designed to discuss the process of implementing the QM Standards. During the second half, participants will work on their firm's QM implementation process, including identifying potential quality risks, assessing those risks, developing responses, and meeting the new QM documentation standards. Join Paul Pierson (Senior Director, Peer Review & Professional Standards) and Heather Lindquist (Senior Director, Peer Review & Professional Standards) for this hands-on workshop. Paul and Heather are both with the Illinois CPA Society.
Becoming Conflict Competent
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Online/Webcast
2.00 Credits
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Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman
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Cultural Transformation
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Online/Webcast
1.00 Credits
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This course provides a complete framework for transforming the culture in your organization. Key topics covered include: - What is organizational culture - A self assessment - Why culture matters - How to change your culture This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jim Bitterle
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AI Revolution: The Big Picture for CPAs
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Online/Webcast
2.00 Credits
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Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. 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 Liquidation of Flow-Through Entities for LLCs and Partnerships
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Online/Webcast
2.00 Credits
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Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur, and often at very critical times in the business life of the entity and its owners. All tax practitioners should be able to advise their clients about the tax issues associated with client businesses that go out of existence and liquidate. This program explains the tax consequences associated with liquidating S corporations, partnerships, and multiple-member limited liability companies treated as partnerships.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's Time Management for Professionals
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Online/Webcast
2.00 Credits
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The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.Speaker - Jason Cornell, Esq.
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Surgent's 2025 Tax Changes and Year-end Planning Opportunities
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Online/Webcast
4.00 Credits
This program covers tax planning developments in 2025 that are relevant to accounting and finance professionals and their clients. Most of the 2025 planning opportunities we discuss are the result of changes in the tax law brought about by the One Big Beautiful Bill Act (OBBBA). Tax advisors and their clients now have the opportunity to utilize these changes to develop tax planning strategies for 2025 and for later years.
Pass-Through and Corporate Annual Tax Update
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Online/Webcast
4.00 Credits
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An overview of the latest tax developments affecting corporations and pass-through entities The world of business taxation is ever-changing. This engaging course delves into the most salient tax matters affecting businesses. All-new course materials focus the discussion on tax updates from the past year. A concise list of the most important court rulings and IRS publications All-new content includes information issued in the past year: Noteworthy court cases and IRS revenue rulings Notices FAQs Private letter rulings Chief counsel advice memoranda The course also focuses heavily on interpreting important proposed and final regulations affecting businesses. Course materials provide in-depth analyses that practitioners can apply when serving their clients. Topics include: Inflation adjustments Bonus depreciation limits Research and experimentation expenditures Pass-through losses Inadvertent S election terminations
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Individual Tax Update: Recent Developments
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Online/Webcast
2.00 Credits
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A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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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Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online/Webcast
4.00 Credits
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George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.Speaker - Charlie Blanton, CPA
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Donating Cryptocurrency and Avoiding Traps for the Unwary
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Online/Webcast
2.00 Credits
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As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will provide a brief overview of digital assets. This will be followed by a discussion of the rules regarding the documentation required when claiming a charitable contribution of digital assets. This course will also cover recent IRS publications and cases discussing taxpayers whose deductions of digital assets charitable gifts was scrutinized. 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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Surgent's Guide to the AICPA Quality Management Standards
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Online/Webcast
2.00 Credits
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With only a few months to go before the AICPA's Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved. The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.Speaker - Marci Thomas, CPA
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Treasury Circular 230 for EAs and Other Tax Preparers
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Online/Webcast
2.20 Credits
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Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Allison McLeod
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Master the Art of CPA Communication: Boost Your Influence!
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Online/Webcast
4.00 Credits
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Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tammy Daugherty
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2025 Individual Federal Tax Update - Navigating the Current Tax Landscape
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Online/Webcast
8.00 Credits
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Looking to stay ahead in tax matters? Join our Individual Tax Update course for an essential deep dive into Form 1040 essentials. Designed for tax pros eager to sharpen their skills, this course unpacks recent tax code changes and equips you with the know-how to navigate them effortlessly. From mastering IRS Form 1040 to leveraging new tax benefits, you'll emerge ready to optimize returns for your clients while staying compliant with the latest regulations. Don't miss out on this opportunity to boost your expertise and ensure financial success for both you and your clients! **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Arthur Werner
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Retaining Top Talent: Strategies for CPA Firms
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Online/Webcast
1.00 Credits
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In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving 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 - Leeland Rogers, Ph.D.
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Surgent's Mastering Accounting for Income Taxes
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Online/Webcast
4.00 Credits
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Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements related to income taxes. We will also explore some specialized areas of income tax accounting, such as intra-period allocations of income tax expense and accounting for changes in tax laws and rates, and we will review proposed updates to ASC 740 disclosures on which the FASB is contemplating. In summary, this course is the place to be to enhance your accounting for income taxes IQ.Speaker - Jason Carney, CPA, PMP, CISA
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Defining Lines: Advanced Professional Boundaries
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Online/Webcast
2.00 Credits
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This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies, and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable, and their careers continue to thrive in an increasingly complex business environment. Speaker - Jane Mims
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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.Speaker - David Peters