CPE Catalog & Events

Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding experience, and fostering a culture of continuous development. Whether you’re a seasoned manager or new to hiring, this course equips you with the tools to make confident decisions, engage new hires effectively, and set your team up for success from day one. Speaker - Nolan Duda

Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session is an introduction to these differences and provides best practices for assessing allegations of employee misconduct and planning the investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Episodes 2 and 3 complete the series. Speaker - Daniel Porter

Keeping up with FASB changes You'll explore changes in accounting, including: Relevant pronouncements Exposure drafts Projects Additionally, you'll be able to identify recently issued FASB standards and guidance that cover broad and narrow issues, as well as understanding how to apply them. You'll also learn about upcoming standards that will be effective in the near future.

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Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for interviewing to gather accurate information, such as creating and asking open ended questions, effective listening, and understanding verbal and non-verbal communication. Attendees will end the session with takeaways to immediately implement in future HR investigations. Two of three Episodes in the series. Speaker - Daniel Porter

Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series. Speaker - Daniel Porter

Tee up a well-deserved break and celebrate the end of busy tax season! After months of deadlines and long hours, it’s time to trade spreadsheets for swings and unwind with fellow professionals at our Golf Happy Hour & Social.Whether you’re a scratch golfer or just here for the 19th-hole vibes, enjoy an evening of friendly competition, mini games, great conversations, and plenty of chances to win fun prizes. Reconnect with friends, meet new professionals, and take a few relaxed “practice swings” at networking while you toast to making it through tax season. Even if you're not into tax (or golf), simply come and enjoy a relaxed atmosphere where the only thing you need to keep under par is the stress level.Your $25 registration includes beer, cocktails, appetizers, AND GOLF—everything you need to keep the good times rolling. So grab your colleagues, bring your best swing (or just your best stories from busy season), and join us for a night that’s sure to be a hole-in-one.Registration includes bay access from 6:00 to 9:00 pm.Must be 21 or older to attend. Please register by May 1, to ensure we can accommodate everyone comfortably.

Unlock the power of multigenerational teams to future-proof your firm. Today’s workplace is more generationally diverse than ever—spanning five, soon to be six, distinct generations. And while this mix can create miscommunication and friction, it also holds untapped potential for innovation, connection, and resilience. This dynamic course helps professionals in accounting, law, banking, insurance, and financial services understand and harness generational dynamics. You'll explore how shared formative experiences shape values, communication styles, and expectations at work—from the frugality of the World War II generation to the digital fluency of Gen Z and the up-and-coming Generation Alpha. Rather than getting stuck in generational stereotypes, you’ll learn to lead, collaborate, and connect more effectively across ages. With insights drawn from workplace psychology, sociological research, and real-world examples, this course equips you with practical tools to bridge the gap—so you can build stronger client relationships, more collaborative teams, and a culture people want to stay in.   Speaker - Roger Wolkoff

In an age when word-of-mouth has become weaponized, traditional marketing approaches to brand and reputation are no longer sufficient. This course educates business leaders on the changing market conditions of our Experience Economy, where experience-led brands have begun to dominate. It features an introduction to customer experience, employee experience, and intentional culture management, use cases, and metrics.

Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools. The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today's environment? We will show you how to use the right tools in the proper manner.Speaker - Brian Maturi, MBA, FCA

Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive. Speaker - Andy Sexton, Chad Ayers, Sarah Pregel

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Conducting a compliant audit You'll learn about proper audit procedures to test the line items of the statement of net assets available for benefits, including investments. You'll also cover the audit procedures to test the activity in the statement of changes in net assets available for benefits, including participant testing. Your new knowledge will help you conduct compliant audits of ERISA plan financial statements. Plan investments Additionally, you'll gain an understanding of how to differentiate plan investment procedures based on the type of audit and risk assessment. To do this, you'll look at ways to identify: Types and classifications of common plan investments The audit procedures required for investment activity, contributions and benefit payments or withdrawals at the participant level Other audit considerations You'll also explore other audit considerations, including: GAAP requirements for presentation and disclosure of employee benefit plan financial statements Procedures to determine the plan's tax status Related parties, parties in interest and prohibited transactions Additional procedures for Form 11-K filers

When performing a financial statement audit, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error of fraud.  However, in the past the audit profession focused on material misstatements due to errors and more or less ignored the possibility of misstatements due to fraud.  Now, SAS No. 122, AU 240 requires significant documentation as to what the auditor did in order to determine if there any material risk of a misstatement of the financial statements.  This presentation is an overview of what the auditor is to document in there working papers on every financial audit as to the procedures they performed in order to determine the risk of a material misstatement.  If a material risk is discovered, they are then required to document what they did in order to determine if the financial statements were misstated. Speaker - Dennis Dycus

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Speaker - James Lindell

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Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time. Speaker - Don Minges

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This presentation will discuss the recent changes made by the Louisiana Legislature, effective January 1, 2026 in the collection and enforcement of real estate taxes, the impact those changes will have on the  collection process, including tax liens, tax lien certificates, tax lien auctions and  enforcement of  tax liens, as well as adjudicated property.Join us for this informative session, enjoy lunch, and network with other local professionals.

Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand. Speaker - Kelly Simants

Learn the basic skills new staff need to hit the ground running and efficiently complete assigned tasks, including what new auditors are expected to know and do, including the nature, timing, and extent of common audit procedures. Focus on why certain procedures are performed and perform typical procedures. Speaker - Jennifer Louis

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Most leadership training focuses on leading downstream, with the goal of eventually advancing to an executive role. Few people get to be “top dog” in their organization. So, nearly every worker will spend their entire career leading up, even while serving in a leadership role. Learn the skills and tactics needed to develop an effective working relationship with your boss and other superiors. Gain the credibility and support necessary to get things done and advance professionally. Speaker - Jon Lokhorst

AI presents auditors and accountants many opportunities and challenges. This session briefly reviews the current principal models for AI. It then identifies the nearly self-evident opportunities for using AI. The session then focuses on significant challenges concerning trust and security that AI poses.As part of that discussion Dr. Le Guyader will discuss his research into OpenAI ChatGPT, part of which was recently featured in Lagniappe (A Short Conversation with ChatCPT About US GAAP, Nov/Dec 25, pp 16-17). 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, LA 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, LA Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA 

AI presents auditors and accountants many opportunities and challenges. This session briefly reviews the current principal models for AI. It then identifies the nearly self-evident opportunities for using AI. The session then focuses on significant challenges concerning trust and security that AI poses.As part of that discussion Dr. Le Guyader will discuss his research into OpenAI ChatGPT, part of which was recently featured in Lagniappe (A Short Conversation with ChatCPT About US GAAP, Nov/Dec 25, pp 16-17). 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 Webcast Lunch & Learn course.   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, LA 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, LA Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA