We are still busy finalizing the amazing agenda for 2026.
Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week. This unique event combines two premier conferences:
Governmental Accounting & Auditing Conference
Louisiana Accounting & Auditing Conference
Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead.
Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection.
8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. Dean Mead will discuss the how to apply the GASB's standards on capital asset disclosures and recent implementation guidance, as well as provide an update on major ongoing GASB standards-setting activities.
9:30am – 9:50am Break
Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.
Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events. Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.
Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.
11:35am – 12:35pm Lunch
Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.
Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.
1:50pm – 2:05pm Change Break
2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning Conversation Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA Tani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LA Frank Auberle, CPA • Mauldin & Jenkins • Metairie, LA Risk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures.
3:20pm - 3:35pm Break
3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints. This session will also explain a recent investigative report.
8:00am - 9:00am Auditing Hot Topics 2026: Quality, Risk, and Compliance Issues Facing Today’s Practitioners Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA This session will provide a practical update on current auditing hot topics affecting CPA firms and governmental audit practices, including audit quality trends, peer review findings, risk assessment, internal controls, sampling, documentation, independence, Yellow Book, and single audit issues. The discussion will focus on recurring deficiencies and emerging practice challenges that engagement teams should be addressing in planning, fieldwork, reporting, and quality management. Participants will leave with practical reminders and takeaways to help strengthen audit execution, improve documentation, and avoid common issues identified through peer review and regulatory oversight.
9:00am – 9:50am Professional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA
9:50am – 10:10am Break
Concurrent Sessions 10:10am – 11:00am Fraud Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA A review of facts and circumstances surrounding actual fraud cases, and consideration of the fraud controls that should have been in place to prevent or detect the occurrence of fraud.
Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA
11:00 – 11:05 Change Break
Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.
National Economic Update (LAAC) Speaker TBA • Hancock Whitney • New Orleans, LA
11:55am – 12:55pm Lunch
Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana.
Special Purpose Framework Reporting Measurement and Disclosure Issues (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA CPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks.
1:45pm – 2:05pm Break
2:05pm – 2:55pm AI Governance and Risk Management Justin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, AL Artificial intelligence is rapidly transforming how organizations operate, make decisions, and deliver services. In this session, we will discuss a practical overview of how AI works, common business use cases, and the opportunities it creates, while also examining key risks related to governance, security, privacy, bias, hallucinations, and ethical use. Attendees will gain a foundational understanding of AI risk management principles and practical considerations for implementing AI responsibly and effectively within their organizations.
2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis, ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.
The 2026 Accounting & Auditing Conference is part of our 2nd Annual Ledgers and Legends Week, a week dedicated to connection, learning, and celebration across Louisiana’s accounting and finance community at the Ritz-Carlton in New Orleans. Join us for one or multiple events during this full week of learning, connection, and celebration across the profession.
Relax & Recharge During Ledgers & Legends Week Take time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks.
Louisiana Residents: Enjoy 20% off spa servicesMonday–Thursday with valid Louisiana ID.
LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.
Notice
HOTEL INFORMATION Accounting and Auditing Conference attendees get exclusive rates on rooms for this event starting at $164/night:
The Ritz Carlton New Orleans 921 Canal St. New Orleans, LA 70112 504.524.1331
Sponsorship is a great way to connect with CPA professionals and increase your visibility within the community. To learn more or recommend a sponsor, contract Diedra Allen at dallen@louisiana.cpa or click here for more information.
Kurt G. Oestriecher, CPA is the managing partner of Oestriecher & Company, CPAs of Alexandria, Louisiana and has been with the firm since graduating from The University of Louisiana in 1986 with a BBA in Accounting. He is partner in charge of accounting and auditing services, and is also involved in litigation support and small business consulting engagements.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the Society of Louisiana Certified Public Accountants (LCPA), and served as President of the LCPA in 2002-2003. He is currently chair of the LCPA Professional Ethics Committee, and has chaired the Louisiana Accounting and Auditing Conference Committee, Strategic Planning Committee, Budget Committee, and Nominating Committee.
Kurt served a four-year term on the Accounting and Review Services Committee of the AICPA from 2000-2004, and served a six-year term on the AICPA Joint Trial Board from 2005-2011. He also served a three-year term as an elected member of AICPA Council and a one year term as Louisiana’s dedicated Council member.
Kurt was the recipient of the 1998, 2006, 2010 and 2018 Outstanding CPE Discussion Leader Award from the LCPA, and was named the Outstanding CPE Discussion Leader for the AICPA for twelve consecutive years. He has authored many educational courses on accounting and auditing topics, including the AICPA “Annual Update for Accountants and Auditors”. He has also served as an Adjunct Instructor of Accounting at LSUA and Northwestern State University.
Dean Mead is a Partner at Carr, Riggs & Ingram CPAs and Advisors (CRI), in the government and public sector industry line. Prior to joining CRI, Dean was a member of the staff of the Governmental Accounting Standards Board (GASB) for 24 years, most recently as Assistant Director of Research and Technical Activities. During that time, he also was Coordinator for the Governmental Accounting Standards Advisory Council (GASAC) and the author of the GASB’s plain-language communications, including its award-winning User Guides. Between 2008 and 2020, Dean was an adjunct member of the Accounting and Information Systems faculty at Rutgers Business School, where he taught governmental accounting, auditing, and financial analysis. He is a member of the AICPA, FICPA, Association of Local Government Auditors, and Association of Government Accountants, among other professional organizations.
Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. Dean Mead will discuss the how to apply the GASB’s standards on capital asset disclosures and recent implementation guidance, as well as provide an update on major ongoing GASB standards-setting activities.
This session is available to registrants only.
Breakout Session
9:50am
-
10:40am
Implementing GASB Statements 103 and 105
Dean Mead is a Partner at Carr, Riggs & Ingram CPAs and Advisors (CRI), in the government and public sector industry line. Prior to joining CRI, Dean was a member of the staff of the Governmental Accounting Standards Board (GASB) for 24 years, most recently as Assistant Director of Research and Technical Activities. During that time, he also was Coordinator for the Governmental Accounting Standards Advisory Council (GASAC) and the author of the GASB’s plain-language communications, including its award-winning User Guides. Between 2008 and 2020, Dean was an adjunct member of the Accounting and Information Systems faculty at Rutgers Business School, where he taught governmental accounting, auditing, and financial analysis. He is a member of the AICPA, FICPA, Association of Local Government Auditors, and Association of Government Accountants, among other professional organizations.
This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events. Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.
This session is available to registrants only.
9:50am
-
10:40am
Non-Profit Update
This session is available to registrants only.
Breakout Session
10:45am
-
11:35am
Implementing GASB Statements 103 and 105 - CONTINUED
Dean Mead is a Partner at Carr, Riggs & Ingram CPAs and Advisors (CRI), in the government and public sector industry line. Prior to joining CRI, Dean was a member of the staff of the Governmental Accounting Standards Board (GASB) for 24 years, most recently as Assistant Director of Research and Technical Activities. During that time, he also was Coordinator for the Governmental Accounting Standards Advisory Council (GASAC) and the author of the GASB’s plain-language communications, including its award-winning User Guides. Between 2008 and 2020, Dean was an adjunct member of the Accounting and Information Systems faculty at Rutgers Business School, where he taught governmental accounting, auditing, and financial analysis. He is a member of the AICPA, FICPA, Association of Local Government Auditors, and Association of Government Accountants, among other professional organizations.
This session is available to registrants only.
10:45am
-
11:35am
Moving Your Write Up Practice from SSARS to Consulting Standards
Kurt G. Oestriecher, CPA is the managing partner of Oestriecher & Company, CPAs of Alexandria, Louisiana and has been with the firm since graduating from The University of Louisiana in 1986 with a BBA in Accounting. He is partner in charge of accounting and auditing services, and is also involved in litigation support and small business consulting engagements.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the Society of Louisiana Certified Public Accountants (LCPA), and served as President of the LCPA in 2002-2003. He is currently chair of the LCPA Professional Ethics Committee, and has chaired the Louisiana Accounting and Auditing Conference Committee, Strategic Planning Committee, Budget Committee, and Nominating Committee.
Kurt served a four-year term on the Accounting and Review Services Committee of the AICPA from 2000-2004, and served a six-year term on the AICPA Joint Trial Board from 2005-2011. He also served a three-year term as an elected member of AICPA Council and a one year term as Louisiana’s dedicated Council member.
Kurt was the recipient of the 1998, 2006, 2010 and 2018 Outstanding CPE Discussion Leader Award from the LCPA, and was named the Outstanding CPE Discussion Leader for the AICPA for twelve consecutive years. He has authored many educational courses on accounting and auditing topics, including the AICPA “Annual Update for Accountants and Auditors”. He has also served as an Adjunct Instructor of Accounting at LSUA and Northwestern State University.
The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.
This session is available to registrants only.
Breakout Session
12:35pm
-
1:50pm
Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do
Becky Hammond is an audit partner in the New Orleans practice unit of Carr, Riggs & Ingram, LLC. Becky utilizes more than 23 years of experience to serve clients in the governmental area. Her audit and accounting experience spans a variety of governmental entities, including municipalities, school boards, enterprise funds, special districts, and governmental employee benefit plans. She also has many years of experience serving not-for-profit entities, employee benefit plans, and closely-held businesses. She has issued numerous financial and compliance reports in accordance with Government Auditing Standards and OMB Uniform Guidance (formerly Circular A-133) for governmental, not-for-profit, and for profit entities, including funding from the Department of Education, Department of Housing and Urban Development, and FEMA. She serves as an assistant governmental line leader for her entire firm, currently in the top 25 largest firms in the United States.
Becky earned her Bachelor of Science in Management with an Accounting Major from Tulane University. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Louisiana Society of Certified Public Accountants (LCPA). She serves on the LCPA Governmental Accounting & Auditing Committee. She is also a member of the Institute of Internal Auditors (IIA), the Accounting and Finance Women's Alliance (AFWA), and the Information Systems Audit and Control Association (ISACA). Becky has led numerous internal and external governmental accounting and auditing seminars, including numerous presentations for the LCPA Governmental Accounting and Auditing Conference, the LCPA Accounting and Auditing Conference, the LCPA Not-for-Profit Workshop, and the annual convention for the AFWA.
As a member of the American Taekwondo Association (ATA), Becky is a Certified Instructor and a Fourth Degree Black Belt in Songahm Taekwondo. She is also a six-time World Champion - 2017 World Champion in Creative Weapons, 2015-2016-2018 World Champion in XMA Weapons, and 2011 & 2013 World Champion in Combat Weapons Sparring. Her family owns Forever Driven Martial Arts, a Taekwondo school in Lakeview New Orleans. She is so very passionate about her students and the families at her school.
State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.
This session is available to registrants only.
12:35pm
-
1:50pm
Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity
Les Nettleton served as Bourgeois Bennett’s Director of Information Technology Services for 35 years. In that capacity, he managed the team of specialists that both supports the technological infrastructure of Bourgeois Bennett and provided individualized technology services to the firm’s diverse client base.
Les has specialized experience in the areas of systems analysis, technology management consulting, database management and information systems training. He regularly addresses academic, community and professional groups and organizations, both locally and nationally, on a variety of technology topics and provides technology training to the firm’s staff. Les was awarded the 2020 Outstanding CPE Discussion Leader by the Louisiana State Society of CPAs after receiving the highest overall speaker rating for 2020.
Active in the community, Les is on the Board of Directors of Crimestoppers of Greater New Orleans. He is a member of the St. Catherine of Siena Pastoral Council. He is a member of the American Institute of CPAs Technology Sector. Les is also a member of Technology Section for AGN North America, an international association of 200 accounting and consulting firms.
Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today. We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.
This session is available to registrants only.
General Session
2:05pm
-
3:20pm
Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning Conversation
Jeremy Thibodeaux is a partner in Ericksen Krentel's Accounting and Audit Services Section, where he oversees the quality and timeliness of services to many of the firm's audit clients with a focus on nonprofits. During his career, Jeremy has performed audits dealing with a variety of entities in industries such as governmental, construction, retail, hospitality, tourism and professional services. He also has extensive experience in auditing governmental and nonprofit entities in accordance with the Uniform Guidance.
Risk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures.
This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints. This session will also explain a recent investigative report.
This session is available to registrants only.
August 18, 2026
General Session
8:00am
-
9:00am
Auditing Hot Topics 2026: Quality, Risk, and Compliance Issues Facing Today’s Practitioners
Jeremy Thibodeaux is a partner in Ericksen Krentel's Accounting and Audit Services Section, where he oversees the quality and timeliness of services to many of the firm's audit clients with a focus on nonprofits. During his career, Jeremy has performed audits dealing with a variety of entities in industries such as governmental, construction, retail, hospitality, tourism and professional services. He also has extensive experience in auditing governmental and nonprofit entities in accordance with the Uniform Guidance.
This session will provide a practical update on current auditing hot topics affecting CPA firms and governmental audit practices, including audit quality trends, peer review findings, risk assessment, internal controls, sampling, documentation, independence, Yellow Book, and single audit issues. The discussion will focus on recurring deficiencies and emerging practice challenges that engagement teams should be addressing in planning, fieldwork, reporting, and quality management. Participants will leave with practical reminders and takeaways to help strengthen audit execution, improve documentation, and avoid common issues identified through peer review and regulatory oversight.
This session is available to registrants only.
General Session
9:00am
-
9:50am
Professional Issues Update/New Pathways to CPA
Ron Gitz, CPA, CGMA, serves as CEO of the Society of Louisiana CPAs (LCPA), a non-profit membership association representing more than 7000 CPAs and future CPAs. Prior to joining LCPA in 2012, Ron had a diverse career working both in public practice and industry. He owned and operated several businesses, including a successful CPA practice.
At the national level, Ron currently serves on the Board of Trustees for AICPA’s Benevolent Fund which helps members through temporary periods of financial difficulties. He also serves on the National Association of State Boards of Accountancy’s State Society Relations Committee, the Accountancy Stakeholders Working Group, and is Vice Chair of AICPA’s Interchange Planning Executive Committee. Ron is Past President of the CPA Society Executives Association and remains very active in the organization.
On the state level, Ron serves on the Louisiana Association of Business and Industry’s Taxation & Finance Council and is a member of the Committee of 100, and RESET. Ron also is a member of Louisiana State University’s Accounting Advisory Board. He leads LCPA’s Advocacy Team which works year-round to help create a more favorable economic environment for CPAs and the businesses and individuals they serve.
He holds both the CPA and Chartered Global Management Accountant (CGMA) designations.
Ron enjoys being outdoors and cooking competitively. He lives in Covington with his wife, Jennifer. Together they have three children, Audrey, Mary Grace, and Harrison.
Lisa Benefield is the Executive Director of the State Board of CPAs of Louisiana. She has been employed by the Board since 2011, first as an Investigator, then as Deputy Director in 2016 and finally as Executive Director since April of 2021. Prior to working for the CPA Board, Ms. Benefield worked as an associate attorney for the Law Firm of Oats & Hudson from 2007-2011 and served as Law Clerk to Judge Lloyd J. Medley, Jr. (Retired) from 2004-2007 at Civil District Court in New Orleans, Louisiana. She graduated from the University of Southwestern Louisiana (now the University of Louisiana) in Lafayette, LA with a BA in Political Science, from the University of New Orleans with an MA in Political Science and from Loyola University College of Law with a JD in Civil Law. She is a member of the Louisiana State Bar Association, the New Orleans Bar Association and currently serves on NASBA’s Executive Directors’ Committee. If not working, she’s either jogging or hanging out with her husband, two children and their Giant Schnauzer, Atticus.
David J. Zoller is a seasoned government affairs professional and political strategist with more than fifteen years of experience at the intersection of public policy, advocacy, and political campaigning in Louisiana. He currently serves as Director of Government and Political Affairs for the Society of Louisiana CPAs, where he represents the interests of the state’s accounting profession before the state legislature and other governing bodies.
Prior to joining the Society of Louisiana CPAs, Zoller served as Director of Government Affairs for the Baton Rouge Area Chamber (BRAC), where he created and executed the organization’s legislative agenda and lobbied on a wide range of business-critical issues, including tax reform, carbon capture and sequestration, COVID-19 liability protection, and direct appropriations for infrastructure funding. In that role, he also staffed FuturePAC, leading candidate recruitment, fundraising, and the endorsement process, and played a key role in securing approval of a tax incentive package tied to a $250 million corporate investment in the Baton Rouge community.
Zoller also served for nearly seven years as District Director for State Representative Julie Stokes (R-Kenner), where he researched and drafted legislation on tax policy, healthcare, industrial and residential regulation, and human trafficking, while managing constituent engagement and media relations. His work in her office ran in parallel with his role as her campaign strategist, serving as Campaign Manager for her 2013 and 2015 State Representative races and as Political Director for her 2017 State Treasurer campaign.
Through his firm, Zoller Consulting, he has advised political candidates and nonprofit organizations across Louisiana on government affairs, campaign strategy, and events, working on more than 30 campaigns at the local, regional, and state levels.
Zoller holds a Bachelor’s in Political Science from Loyola University New Orleans.
J. Michael Inzina is founder and CEO of Audit Litigation Training and Efficiency Consulting, Inc. (ALTEC), a consulting company serving public accounting firms and other accounting and auditing organizations on matters of audit efficiency, continuing education, litigation and ethics.
Mike has been named Outstanding Instructor by the American Institute of CPAs and several state societies 13 times, and has served on several national committees, including: AICPA Professional Ethics Executive Committee, Auditing Standards Board, AICPA Independence and Behavioral Standards Subcommittee and Governmental Technical Standards Committee.
A review of facts and circumstances surrounding actual fraud cases, and consideration of the fraud controls that should have been in place to prevent or detect the occurrence of fraud.
Michael Hecht is President & CEO of Greater New Orleans, Inc., the economic development agency for southeast Louisiana. GNO, Inc.‘s mission is to create a region with a thriving economy and an excellent quality of life, for everyone. Under Michael’s leadership, GNO, Inc. has been named a “Top Economic Development Organization in the World” by the International Economic Development Council.
Before coming to GNO, Inc. Michael led the quarter-billion-dollar Katrina Small Business Recovery Program for the State. Previous to coming home to Louisiana, Michael worked for Mayor Michael Bloomberg in New York City, running the post-9/11 small business program.
Michael’s entrepreneurial experience includes co-founding a conglomerate of restaurant ventures, including “Foreign Cinema,” named Restaurant of the Year 2000 in San Francisco. He began his career as a strategic management consultant in the US, Canada, Europe and Australia.
Michael holds an MBA from Stanford Graduate School of Business, and an undergraduate degree from Yale.
Michael has been recognized as “One of the Ten People Who Made a Difference in the South,” “One of the 20 Business ‘Icons’ of the Tricentennial,” and “2018 CEO of the Year.”
With family roots in Louisiana back to the 1830s, Michael now lives in New Orleans with his wife, Marlene, who is pursuing a Ph.D. at Tulane, and the one of their two sons who has not yet flown the coop.
This session is available to registrants only.
Breakout Session
11:05am
-
11:55am
Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively
Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.
This session is available to registrants only.
11:05am
-
11:55am
National Economic Update
This session is available to registrants only.
Breakout Session
12:55pm
-
1:45pm
Legal Update: The Highs and Lows of the ’26 Legislative Session
Jenifer Schaye is General Counsel for the Legislative Auditor of the State of Louisiana. She is a graduate of the University of Dallas and of St. Louis University Law School. She has practiced law continuously for the last forty-three years in Texas and Louisiana. Jenifer has substantial experience in the governmental arena. She has worked as a Legislative Aid to a State Representative in Texas. She was a Louisiana Assistant Attorney General for eleven years. As an Assistant Attorney General, she focused on tort, insurance law, and gaming law and all aspects of the Administrative Procedure Act. In her capacity as general counsel to the Legislative Auditor, Jenifer advises on public law issues and laws relating to fiscal matters, ethics issues, and all public laws which impact political subdivisions and the audits of political subdivisions on the local and state level. Jenifer also serves as a board member on the Louisiana Survivor’s Benefit Board as the Legislative Auditor’s designee. In addition, Jenifer represents the Legislative Auditor and staff in those matters where they are called to testify and/or to produce records for further inquiry by state and federal courts. She advises the Louisiana Legislative Audit Advisory Council on relevant audit law issues. Because of her governmental background, Jenifer has a broad knowledge of the processes of government and the relationships between the various branches of state and local government.
I will endeavor to offer an explanation of the legislation which directly impacts government audits. I will also give an overview of significant legislation which will impact all citizens of Louisiana.
This session is available to registrants only.
12:55pm
-
1:45pm
Special Purpose Framework Reporting Measurement and Disclosure Issues
Kurt G. Oestriecher, CPA is the managing partner of Oestriecher & Company, CPAs of Alexandria, Louisiana and has been with the firm since graduating from The University of Louisiana in 1986 with a BBA in Accounting. He is partner in charge of accounting and auditing services, and is also involved in litigation support and small business consulting engagements.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the Society of Louisiana Certified Public Accountants (LCPA), and served as President of the LCPA in 2002-2003. He is currently chair of the LCPA Professional Ethics Committee, and has chaired the Louisiana Accounting and Auditing Conference Committee, Strategic Planning Committee, Budget Committee, and Nominating Committee.
Kurt served a four-year term on the Accounting and Review Services Committee of the AICPA from 2000-2004, and served a six-year term on the AICPA Joint Trial Board from 2005-2011. He also served a three-year term as an elected member of AICPA Council and a one year term as Louisiana’s dedicated Council member.
Kurt was the recipient of the 1998, 2006, 2010 and 2018 Outstanding CPE Discussion Leader Award from the LCPA, and was named the Outstanding CPE Discussion Leader for the AICPA for twelve consecutive years. He has authored many educational courses on accounting and auditing topics, including the AICPA “Annual Update for Accountants and Auditors”. He has also served as an Adjunct Instructor of Accounting at LSUA and Northwestern State University.
CPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks.
Justin Headley joined Warren Averett in 2016 and is a Senior Manager in the firm’s Risk Advisory & Assurance Services Group. He has over a decade of combined experience in public accounting and industry. With a robust background in technology, cybersecurity and risk management, his experience helps business leaders by providing tailored risk management solutions that align with business objectives and regulatory requirements. Justin excels in providing his clients with comprehensive technology and cyber risk assessments, SOC 1 and SOC 2 reports and business process reviews. He also assists his clients with navigating a complex regulatory environment by providing IT internal audit outsourcing and IT control testing for Sarbanes-Oxley compliance. In addition to his professional services, Justin is a published author and a speaker on a variety of technology topics. His insights and thought leadership in the field continue to drive his success in an ever-evolving environment.
Artificial intelligence is rapidly transforming how organizations operate, make decisions, and deliver services. In this session, we will discuss a practical overview of how AI works, common business use cases, and the opportunities it creates, while also examining key risks related to governance, security, privacy, bias, hallucinations, and ethical use. Attendees will gain a foundational understanding of AI risk management principles and practical considerations for implementing AI responsibly and effectively within their organizations.
This session is available to registrants only.
General Session
2:55pm
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4:25pm
Beyond Automation: How CPAs Are Using AI to Add Value
Mr. Katsanis is Senior Vice President for the Valuation Advisory group. He joined Chaffe & Associates, Inc. in 1996 and has over 20 years of experience in accounting, corporate finance and business valuations. His extensive range of expertise covers a broad spectrum of industry sectors including assignments in purchase price allocations for business combinations, intellectual property valuations, fairness opinions, employee stock ownership plans, shareholder transactions, valuations of privately held partnerships, limited liability company and corporate ownership interests, restricted stocks, and estate, gift and income tax valuations. Mr. Katsanis is also an expert in the valuation of employee stock options and non-traded warrants. He is the creator of the Valrex model for valuing non-traded employee stock options and warrants.
Maggie Perrien is an Assurance Director in PwC’s New Orleans office with nearly 20 years of experience in the assurance practice. She has served clients across a variety of sectors, with recent experience focused on Banking & Capital Markets and introducing broker-dealer clients. For the past nine years, she has been part of PwC’s National Office Professional Practice team, where she develops mandatory assurance curriculum and training content for the firm.
Maggie is especially passionate about developing talent and preparing new professionals for the future of audit. She has helped enhance the new hire curriculum, including developing assurance content for the Firm’s AI Immersion program. Whereby she focuses on helping professionals understand the opportunities AI creates, along with the governance, business rules, and human-in-the-loop expectations needed to use AI responsibly in audit.
Becky Hammond is an audit partner in the New Orleans practice unit of Carr, Riggs & Ingram, LLC. Becky utilizes more than 23 years of experience to serve clients in the governmental area. Her audit and accounting experience spans a variety of governmental entities, including municipalities, school boards, enterprise funds, special districts, and governmental employee benefit plans. She also has many years of experience serving not-for-profit entities, employee benefit plans, and closely-held businesses. She has issued numerous financial and compliance reports in accordance with Government Auditing Standards and OMB Uniform Guidance (formerly Circular A-133) for governmental, not-for-profit, and for profit entities, including funding from the Department of Education, Department of Housing and Urban Development, and FEMA. She serves as an assistant governmental line leader for her entire firm, currently in the top 25 largest firms in the United States.
Becky earned her Bachelor of Science in Management with an Accounting Major from Tulane University. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Louisiana Society of Certified Public Accountants (LCPA). She serves on the LCPA Governmental Accounting & Auditing Committee. She is also a member of the Institute of Internal Auditors (IIA), the Accounting and Finance Women's Alliance (AFWA), and the Information Systems Audit and Control Association (ISACA). Becky has led numerous internal and external governmental accounting and auditing seminars, including numerous presentations for the LCPA Governmental Accounting and Auditing Conference, the LCPA Accounting and Auditing Conference, the LCPA Not-for-Profit Workshop, and the annual convention for the AFWA.
As a member of the American Taekwondo Association (ATA), Becky is a Certified Instructor and a Fourth Degree Black Belt in Songahm Taekwondo. She is also a six-time World Champion - 2017 World Champion in Creative Weapons, 2015-2016-2018 World Champion in XMA Weapons, and 2011 & 2013 World Champion in Combat Weapons Sparring. Her family owns Forever Driven Martial Arts, a Taekwondo school in Lakeview New Orleans. She is so very passionate about her students and the families at her school.
Nicolaus Simon, CPA, CVA, graduated Cum Laude from the University of Louisiana at Lafayette in May 2013 with a Bachelor of Science in Accounting. He earned his CPA license in 2014. He is a member of the American Institute of Public Accountants and the Society of Louisiana Certified Public Accountants.
He joined Darnall Sikes & Frederick in 2012. He has steadily gained knowledge and experience in the areas of individual, business, and multi-state taxation. In 2020, he became head of the Accounting Services Department, which helped to further develop his expertise in payroll taxes, 1099 filing, and QuickBooks. He is committed to simplifying the intricacies of taxation and accounting to help meet his client’s needs.
Nicolaus currently serves as a member of the firm’s Tax Processes & Procedures Committee.
Derek Foret, CPA, is a partner and leader of the Audit and Assurance department at Hannis T. Bourgeois (HTB), based in HTB’s Baton Rouge office. Derek brings extensive experience serving both public and private companies, including work with capital markets on public offerings and acquisitions. He has extensive expertise in complex accounting issues, including revenue recognition, leasing, and industry-specific challenges. In addition to his client service responsibilities, Derek plays a key role in staff development and training, leading continuing education initiatives and implementing technology solutions within the firm’s assurance service line.?
Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.