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.
Lunch & Learn In-Person: Louisiana Tax Legislative Update, Tax Reform and More
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Metairie
2.00 Credits
Louisiana is settling into the major tax reform that occurred in late 2024 and mid 2025.?Award-winning speaker Bob Angelico, CPA, will cover that reform as well as highlight the various issues and questions that have arisen as a result of the changes.?Bob will also describe the tax legislation that came out of the 2026 regular session and cover any tax caselaw developments and LDR administrative and regulatory pronouncements from the last year. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2026 Lunch&Learn Small Business Series includes: May 19 – AI's Impact on Trust & Security Louis Le Guyader, Ph.D., CPA • Professor, Department of Accounting & FinanceSoutheastern Louisiana University • Hammond, LA Jun 16 – Turning Financial Results Into Strategic Recommendations Randy LeBeau, CPA • Partner, Outsourced Accounting Services Kevin Curren, CPA • Associate Director in the Audit and Assurance Services GroupEisnerAmper LLP • New Orleans, LA Jul 21 – Navigating the Evolving Talent Landscape: Trends Reshaping Hiring and Leadership Carrie Lewis, CPA (Inactive) • Senior Vice PresidentRobert Half Finance and Accounting • New Orleans, LA Aug 27 – Louisiana Tax Legislative Update, Tax Reform and More Robert “Bob” Angelico, CPA • PartnerLiskow • New Orleans, LAAlso qualifies for 1.66 MCLE credits. Sep 22 – When Internal Controls Fail: Real Fraud Cases and What They Teach Us Diane B. Allison, CPA • OwnerDiane B. Allison, CPA • Baton Rouge, LA Oct 20 – Business Insurance 101: Types, Risks & Smart Decisions Casey Brandt, CISR • Property & Casualty ConsultantGilsbar • Covington, LA Nov 17 – 2025-2026 Tax Update Bryan Ehricht, CPA • James Lambert Riggs and Associates, Inc.Hammond, LAAlso qualifies for 1.66 MCLE credits. Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA
Common Blunders in Audits of Government Entities
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Alexandria
8.00 Credits
This course addresses the most common mistakes auditors make when auditing governmental entities, and provides solutions to avoid similar problems in the areas such as: • Defining the financial reporting entity • Addressing independence issues • Understanding the entity and its environment • Obtaining and documenting the understanding of internal controls • Risk assessment and response • Representations letters • Group audit engagement matters
Making Risk Assessment Work Connecting Risk With Procedures
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Alexandria
8.00 Credits
AU-C 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, has been revised and the effective date is periods ending on or after December 15, 2023. After 15 years of risk assessment requirements, many auditors still struggle with applying the standards and connecting their judgments about risks with the extent of the auditing procedures necessary.
Lunch & Learn In-Person: When Internal Controls Fail
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Metairie
2.00 Credits
Well-designed and implemented internal controls reduce the opportunity for fraud to happen. But, what happens when internal controls fail? Diane Allison, CPA, will walk participants through fraud cases that occurred in Louisiana, including how frauds were perpetrated, concealed, and detected, with the goal of showing where our internal controls can be strengthened. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2026 Lunch&Learn Small Business Series includes: May 19 – AI's Impact on Trust & Security Louis Le Guyader, Ph.D., CPA • Professor, Department of Accounting & FinanceSoutheastern Louisiana University • Hammond, LA Jun 16 – Turning Financial Results Into Strategic Recommendations Randy LeBeau, CPA • Partner, Outsourced Accounting Services Kevin Curren, CPA • Associate Director in the Audit and Assurance Services GroupEisnerAmper LLP • New Orleans, LA Jul 21 – Navigating the Evolving Talent Landscape: Trends Reshaping Hiring and Leadership Carrie Lewis, CPA (Inactive) • Senior Vice PresidentRobert Half Finance and Accounting • New Orleans, LA Aug 27 – Louisiana Tax Legislative Update, Tax Reform and More Robert “Bob” Angelico, CPA • PartnerLiskow • New Orleans, LAAlso qualifies for 1.66 MCLE credits. Sep 22 – When Internal Controls Fail: Real Fraud Cases and What They Teach Us Diane B. Allison, CPA • OwnerDiane B. Allison, CPA • Baton Rouge, LA Oct 20 – Business Insurance 101: Types, Risks & Smart Decisions Casey Brandt, CISR • Property & Casualty ConsultantGilsbar • Covington, LA Nov 17 – 2025-2026 Tax Update Bryan Ehricht, CPA • James Lambert Riggs and Associates, Inc.Hammond, LAAlso qualifies for 1.66 MCLE credits. Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA
2026 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
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Baton Rouge
3.00 Credits
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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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2026 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
Alexandria
3.00 Credits
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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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2026 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
Alexandria
3.00 Credits
See more dates
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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2026 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
Baton Rouge
3.00 Credits
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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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2026 Cypress Summit - IN PERSON: Medical, Not-for-Profit, Estate & Financial Planning, and Financial Institutions
Baton Rouge
8.00 Credits
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The Cypress Summit Conference is BACK! This is your one-stop destination for impactful learning, fresh connections, and a full day packed with value!We're bringing together four conferences under one roof: • Medical & Healthcare (MED)• Financial Institutions (FIC)• Not-for-Profit (NFP)• Estate & Financial Planning (EFP) With multiple specialized tracks, you can customize your experience based on your interests and goals. Stay within one track for a deeper dive or mix and match sessions across conferences to create an agenda that's right for you. It's a unique opportunity to learn, grow, and connect with professionals from a variety of industries.Don’t miss this exciting new way to earn CPE, expand your network, and gain fresh insights—all in just one day! When registering, you’ll select sessions to help us estimate room sizes, but you can attend any sessions you choose on the day of the event. Agenda7:30-7:55am - Registration, Breakfast & Opening Remarks 8:00am - 9:15am - General SessionGazing into the Crystal Ball: Drivers of the 2027-28 EconomyLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LAWhat will be the key factors driving the Louisiana economy over the next two years? Is the national economy heading for a recession? If you are in the real estate area, what are the prospects for a Fed rate cut? How might the closure---even a temporary one---of the Strait of Hormuz impact Louisiana's burgeoning LNG export market? What is beginning to finally create a resurgence in the central and north Louisiana economies? Has there finally been a turn in the influence of the NGO's in the river parishes?9:15-9:35 Break 9:35am - 10:25am Breakout Sessions Tax Planning within the Nonprofit Landscape (NFP, EFP)Taylor Boudreaux, CPA • Mauldin & Jenkins, LLC • Houma, LAJack Wiles, CPA, MS • Mauldin & Jenkins, LLC • Metairie, LAJoin speakers Taylor Boudreaux and Jack Wiles as they provide an overview of key tax issues affecting nonprofit organizations, including compliance requirements, recent developments, and practical planning considerations. Attendees will also gain insight into effective estate planning strategies designed to preserve wealth, maximize charitable giving opportunities, and help achieve long-term financial and philanthropic goals.Hot Topics in ALM (FIC)Matt Thompson, CFA • Smith, Shellnut, Wilson • Ridgeland, MSThis session will explore a range of timely asset/liability management issues facing community financial institutions, with a focus on areas where accounting treatment requires particular attention. Topics will include the effects of issuance costs on callable brokered CDs, TEFRA considerations affecting the yield on tax-exempt bond portfolios, and the persistent drag of unrealized losses in investment portfolios — a challenge that remains pressing even after 175 basis points of rate cuts and renewed pressure from rising market rates. Attendees will leave with practical insights to sharpen their understanding of ALM issues facing financial institutions today. Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs (MED)Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LAIn 2026 there are a very specific set of inhibitors throwing sand in the gears of slowing down rising healthcare costs. Some of these have been evolving slowly over time, while others are brand new and their impact is just starting to be understood. In order to provide meaningful employer benefits in this environment, Managers must Understand these cost drivers and what they can reasonably achieve in moderating them.10:25 – 10:30 Change Break10:30am - 11:20am Breakout SessionsNot-for-Profit Update: Financial Resilience, Compliance Risk, and Emerging Reporting Issues (NFP) Jeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LANot-for-profit organizations continue to face funding uncertainty, cash flow pressure, increased compliance expectations, and growing demand for financial transparency. This session will provide a practical update on key industry trends, grant management, Uniform Guidance, Louisiana Legislative Auditor requirements, complex gifts, and emerging accounting and reporting matters. Participants will leave with insight into the risks, opportunities, and technical issues CPAs should be watching in the year ahead.Accounting and Auditing Update (FIC, MED)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPrivate Placement Life Insurance: What Your Wealthiest Clients Are Being Told (EFP) David Means, JR. AEP, CLU, AIF, NQPC • DeNovo Advisory Group • Dallas, TXHigh-net-worth and ultra-high-net-worth clients are increasingly hearing about private placement life insurance and annuities as tools for tax-efficient investing, estate planning, and asset protection. This session provides an objective look at what advisors are recommending, why interest has accelerated in recent years, how these structures function, and the key tax and planning issues CPAs should understand when evaluating opportunities for their clients.11:20 – 12:20 Lunch12:20pm - 1:10pm Breakout SessionsBest Ways to Save For You, Your Kids, and Your Grandkids (EFP)John C. Schmidt, CPA • Pelican CPAs & Advisors • Shreveport, LAThis session will discuss options available for saving for your retirement, plus discussion of savings options for young children, adult children and grandchildren including the new Trump accounts and Trump IRAs.AI in Healthcare: What's Real Today and What's Coming Next (MED)Shelley Martin, MD, FAAP • Ochsner Health System • Baton Rouge, LAArtificial intelligence is rapidly transforming healthcare—from clinical documentation and patient engagement to revenue cycle operations and decision support. This presentation explores where AI is creating real value today, where risks remain, and how healthcare organizations are approaching governance and implementation. We'll also look ahead to the next wave of innovation, including AI agents, autonomous workflows, and emerging technologies that will increasingly influence the delivery, management, and financing of care.Don't Take the Bait: Defending Against Today's Cyber Threats (NFP, FIC)Allison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LACyber threats continue to evolve faster than ever, impacting organizations of every size and industry. This session explores today's cybersecurity landscape, emerging threats, and the issues that continue to plague organizations, including fraud schemes, phishing and other social engineering attacks, third-party risks, software vulnerabilities, and employee training challenges. Attendees will not only gain a practical understanding of the threats facing organizations but will also leave with actionable insights they can apply within their organizations and share with clients to strengthen their cybersecurity posture. 1:10 – 1:15 Change Break1:15pm – 2:05pm Breakout SessionsPlanning for Retirement: Medicare, Social Security & Sustainable Income (EFP) Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPreparing for retirement involves more than saving—it requires making informed decisions about healthcare coverage, Social Security benefits, and long-term income strategies. This session will explore key retirement planning considerations, including Medicare enrollment, Social Security timing, annuities, and fixed-income solutions, helping attendees build a confident and financially secure retirement plan.Navigating the 340B Program: Eligibility, Compliance, and the Current Regulatory Storm (MED)Jim Daniel Jr., JD, MBA • Partner - Hancock Daniel & Johnson, LLC • Richmond, VAThe 340B Drug Pricing Program has become one of healthcare's most contested topics, with new litigation, manufacturer restrictions, and federal guidance creating added compliance and financial risks. This presentation covers 340B eligibility and compliance basics, plus the latest developments CPAs need to know to advise their clients and employers on the program.Board Recruitment and Retention (NFP)Edmund Giering IV, JD • Baton Rouge Area Foundation • Baton Rouge, LAIn this session, Edmund Giering will explore board responsibilities – from mission, policy and financial perspectives. Participants will hear about best practices in terms of board and staff relationships, recruitment and retention of board members, and how best to support an organization and its leadership as a board member.Deregulation from Banking Regulators (FIC)Crystal Jareske, CPA, CIA • Crowe LLP • Dallas, TXAs the compliance landscape continues to evolve, organizations are facing a new kind of challenge: navigating a regulatory environment where oversight may be reduced, but expectations remain firmly in place. This session explores the shifting compliance climate emerging from Washington, D.C., examining what it means for banks when regulators redefine risk or adjust their focus, yet the rules themselves persist. The training will include questions to consider when managing risk, maintaining accountability, and adapting compliance strategies in a world where enforcement may change but obligations do not, with an emphasis on safety and soundness.2:05 – 2:25 Break2:25 – 3:15 Breakout Sessions Estate Planning with Trusts (EFP) Miriam Henry, JD • Jones Walker • New Orleans, LA Hot Topics Panel (MED)Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LAShunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LAJason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAStephanie Bushart • Ochsner Health • Baton Rouge, LAPanelists will discuss the most pressing challenges and opportunities impacting healthcare organizations today. The Future of Philanthropy: Building Impact, Equity, and Legacy Across Generations (NFP)Nathan Alvarez • Greater New Orleans Foundation • New Orleans, LAAshley Floyd • Greater New Orleans Foundation • New Orleans, LA• Learn how philanthropy is changing as younger donors increasingly step up as community leaders and older generations step down• Explore how donor-advised funds, planned giving vehicles, and charitable planning tools help create lasting community impact• See how to align financial tools with personal and family values, especially across generations Legislative Update (FIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA3:15 – 3:20 Change Break3:20pm - 4:35pm - General SessionAI Practical Uses and PoliciesBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LABrandon Smith, CPA • Mauldin & Jenkins • Atlanta, GAGreg Langham, CPA, MBA • Malcolm Dienes, LLC • Metairie, LAZak Kinchen, CPA • Planters Bank • Indianola, MSThis panel will share practical applications, lessons learned, and real-world results from AI adoption. The discussion will explore firm policies, governance considerations, risk management, and best practices for balancing innovation, security, and client trust in an evolving technology landscape.
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Quality Management: A Practical Approach
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.
Quality Management – Next Steps
Metairie
8.00 Credits
This practical, discussion-based course assists firms that have already implemented the AICPA’s Quality Management (QM) standards address the next challenges in meeting the requirements of QM standards – 1) evaluating whether a firm’s QM system operates effectively in practice and 2) supporting QM firm leadership’s annually required conclusion on system effectiveness.Moving beyond initial design and documentation, the course examines the ongoing responsibilities of monitoring, remediation, and annual evaluation that are central to a risk-based quality management system. Through real-world examples, peer review insights, and interactive discussion, participants will gain a deeper understanding of how to assess whether their QM systems are functioning as intended and how to demonstrate operational effectiveness with meaningful evidence. The course emphasizes the critical transition from “having” a QM system to proving that it works. Participants will explore common post-implementation breakdowns, develop practical monitoring approaches tailored to firm risks, and learn how to distinguish documented policies from evidence of actual execution. The program also addresses evaluating findings, identifying root causes, designing effective remedial actions, and supporting leadership’s required annual conclusion on system effectiveness. Intended for managing partners, quality management leaders, peer reviewers, and audit and accounting professionals, this in-person, instructor-led program provides actionable guidance to help firms strengthen compliance, improve accountability, and respond confidently to increasing regulatory and peer review scrutiny.
Staff Training Level I
Lafayette
16.00 Credits
Equip your newest staff with the knowledge, skills, and mindset to work efficiently and profitably on audits, reviews, and compilations. This foundational training sets them up for success, boosting both productivity and confidence.
Annual Accounting and Auditing Update
Alexandria
8.00 Credits
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Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report released in late 2025 for lease accounting under ASC 842 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2024 and into 2026, covering government grants, derivatives and financial instruments, practical expedients for credit losses under ASC 326, and expense disaggregation on the income statement. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, now effective as of December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also discuss AICPA's proposed SAS, The Auditor's Responsibilities Relating to Fraud in an Audit of Financial Statements, intended to supersede AU-C section 240. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
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2026 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
Covington
3.00 Credits
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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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Single Auditing Made Simple
Alexandria
8.00 Credits
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Single auditing can seem so complex! With literally thousands of pages of potential AICPA, GAO and OMB guidance converging for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do. It does not have to be that way! This course is designed to sharpen your skills and knowledge in performing single audits. Through more than 30 focused exercises, the course provides a highly practical, hands-on approach to mastering today's most critical single audit challenges.
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Lunch & Learn In-Person: Business Insurance 101: Types, Risks & Smart Decisions
Metairie
2.00 Credits
This presentation provides a clear and engaging overview of the key insurance concepts every business owner needs to understand. We’ll explore the major types of business insurance—such as property, liability, workers compensation, and commercial auto—and break down when each coverage is needed, why it matters, and how it protects your organization from financial loss. Casey Brandt, CISR, also compares needs vs. wants in business insurance to help decisionmakers prioritize coverage based on risk exposure, legal requirements, and financial tolerance. Additionally, the presentation introduces self-insurance strategies, explaining when alternative risk financing makes sense, what industries use it effectively, and the potential advantages and pitfalls. You’ll learn about Key Employee (Key Person) Insurance, including how it works, who qualifies as a key employee, and how this coverage helps safeguard business continuity. Finally, we’ll cover the growing importance of Cyber Insurance—what it covers, typical cyber risks facing businesses today, and why even small organizations are increasingly vulnerable. By the end of this session, attendees will have a solid understanding of business insurance fundamentals and be better equipped to evaluate risk and build a comprehensive protection strategy. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2026 Lunch&Learn Small Business Series includes: May 19 – AI's Impact on Trust & Security Louis Le Guyader, Ph.D., CPA • Professor, Department of Accounting & FinanceSoutheastern Louisiana University • Hammond, LA Jun 16 – Turning Financial Results Into Strategic Recommendations Randy LeBeau, CPA • Partner, Outsourced Accounting Services Kevin Curren, CPA • Associate Director in the Audit and Assurance Services GroupEisnerAmper LLP • New Orleans, LA Jul 21 – Navigating the Evolving Talent Landscape: Trends Reshaping Hiring and Leadership Carrie Lewis, CPA (Inactive) • Senior Vice PresidentRobert Half Finance and Accounting • New Orleans, LA Aug 27 – Louisiana Tax Legislative Update, Tax Reform and More Robert “Bob” Angelico, CPA • PartnerLiskow • New Orleans, LAAlso qualifies for 1.66 MCLE credits. Sep 22 – When Internal Controls Fail: Real Fraud Cases and What They Teach Us Diane B. Allison, CPA • OwnerDiane B. Allison, CPA • Baton Rouge, LA Oct 20 – Business Insurance 101: Types, Risks & Smart Decisions Casey Brandt, CISR • Property & Casualty ConsultantGilsbar • Covington, LA Nov 17 – 2025-2026 Tax Update Bryan Ehricht, CPA • James Lambert Riggs and Associates, Inc.Hammond, LAAlso qualifies for 1.66 MCLE credits. Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA
2026 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
Covington
3.00 Credits
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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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2026 Fall Cluster
Ruston
8.00 Credits
NEW LOCATION THIS YEAR: LA TECH in RUSTON Join us for a full day of timely updates and practical insights at Louisiana Tech’s Joe Aillet Stadium! This year’s Fall CPE Cluster covers the issues CPAs need to know, from avoiding costly financial traps and protecting against today’s cyber threats to the latest developments in accounting, auditing, tax and internal controls. Earn valuable CPE, connect with fellow professionals and sharpen your skills, all at Joe Aillet Stadium, home of the Bulldogs!7:30am Registration & Continental Breakfast8:30 – 10:10 am Shining a Light on Financial TrapsChris Holtzclaw, JD • Argent Trust Company • Ruston, LAChris Shankle, CPA, CGMA • Argent Financial Group, Inc • Shreveport, LAIn this session, we’ll take a look at financial issues with hidden costs and traps that every family, business owner or employee will eventually face. We’ll cover a wide array of lesser discussed points and help you and your clients avoid some costly mistakes and pitfalls in unnecessary taxes, penalties and fees.10:10am – 10:30am Break10:30am – 11:45amDebit the Hacker, Credit Security: A CPA's guide to surviving modern cyber threatsJonathan Peyton • CMA Technology Solutions • Alexandria, LA11:45 - 12:30 Lunch (included)12:30 – 1:45pmA&A Update Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA1:45 – 2:00pm Break2:00 – 3:15pmTax Update John C. Schmidt, CPA • Pelican CPAs & Advisors • Shreveport, LAGet the latest guidance on the One Big Beautiful Bill and other changes to get you ready for busy season.3:15 – 3:30pm Break3:30 – 4:45pmInternal Controls and DeficienciesJ. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA
2026 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
Metairie
3.00 Credits
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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
More Dates
2026 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
Metairie
3.00 Credits
See more dates
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
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