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.
Individual Tax Update: OBBA and Recent Developments
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Online/Webcast
2.00 Credits
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A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Federal Tax Update
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Online/Webcast
4.00 Credits
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Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.
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Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Online/Webcast
4.00 Credits
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Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.
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More Money: Strategic Ways to Improve Cash Flow
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Online/Webcast
4.00 Credits
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Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Introduction to Yellow Book: 8-Credit Boot Camp
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Online/Webcast
8.00 Credits
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This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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2026 Business & Industry Conference - IN PERSON - 2ND DAY ONLY
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New Orleans
8.00 Credits
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Join us for the 2026 Business & Industry Conference, August 13–14 at The Ritz-Carlton, New Orleans, as part of Ledgers & Legends Week. This year’s program is designed for professionals navigating a business environment defined by rapid change, where technology, markets, and workforce expectations continue to evolve at an unprecedented pace. Additional Highlights to Note Included with your registration: a complimentary ticket to the Annual Meeting Lunch on Friday, featuring updates on leadership and a look ahead at the future of the profession, plus time to connect with peers. Stay an extra night for the 2nd Annual Ledgers & Legends Ball on Saturday 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. AGENDA Friday, August 14 7:30 – 8:00 am Registration & Continental Breakfast 8:00 – 9:20 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Society of Louisiana CPAs • Metairie, LA 9:20 – 9:40 am Break 9:40 - 11:00 amToday’s Cyber Landscape: Risks, Realities, and the CPA’s RoleAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LA Cybersecurity risks continue to evolve, requiring organizations to stay alert as both new threats and long standing vulnerabilities persist. In this session, we’ll examine the current state of the cyber landscape and what it means for today’s organizations. Through practical examples and common risk scenarios, we’ll highlight why these issues matter and where professionals play a role in reducing exposure. Attendees will gain insight into practical steps that can strengthen awareness, improve resilience, and help reduce overall organizational risk. 11:05 am – 12:15 pm AI-Powered Spreadsheets: The CPA's New Competitive Edge Trace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, AL The spreadsheet isn't going away — it's getting smarter. This session explores how AI is transforming the way CPAs interact with Excel and other tools, from natural language formulas and automated data analysis to AI-assisted modeling and anomaly detection. We'll demonstrate real-world applications tailored to business and industry professionals, address common concerns around accuracy and reliability, and help you evaluate which AI tools deserve a place in your workflow. Whether you're just getting started or looking to go deeper, you'll leave with a clear roadmap for integrating AI into your day-to-day spreadsheet work. 12:15 – 1:15 pm Lunch 1:15 – 2:30 pm Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA In 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 reasonable achieve in moderating them. 2:30 – 2:50 pm Break 2:50 – 4:20 pm Gazing into the Crystal Ball: looking Ahead to 2027-28 Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What will be driving employment across different sections of the State in 2027-28? What role will data centers play, especially in the region above I10? What will the war's impact be on the oil, LNG, and chemical sectors of the economy? Has AI begun to have an impact on employment trends? The 2026 Business & Industry 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. Women's Conference (Wednesday, August 12) Ethics for Business & Industry (Wednesday, August 12) Ledgers and Legends Ball (Saturday, August 15) Ethics for Public Practice (Sunday, August 16) Louisiana/Governmental Accounting & Auditing Conference (Monday, August 17 and Tuesday, August 18) Forensic, Litigation, and Valuation Services Conference (Monday, August 17 and Tuesday, August 18) Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–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.
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AI Prompt Engineering Masterclass for Accountants
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Online/Webcast
2.00 Credits
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An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Operations Level Internal Control
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Online/Webcast
4.00 Credits
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Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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2026 Business & Industry Conference - WEBCAST - 2ND DAY ONLY
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Online/Webcast
8.00 Credits
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Join us for the 2026 Business & Industry Conference, August 13–14 as part of Ledgers & Legends Week. This year’s program is designed for professionals navigating a business environment defined by rapid change, where technology, markets, and workforce expectations continue to evolve at an unprecedented pace.Over two days, attendees will gain fresh perspective, practical insights, and forward-looking strategies to help turn uncertainty into opportunity and stay ahead in a shifting landscape. This is a space to step away from the day-to-day, engage with meaningful ideas, and return with renewed clarity and direction. AGENDA Friday, August 14 7:30 – 8:00 am Registration 8:00 – 9:20 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Society of Louisiana CPAs • Metairie, LA 9:20 – 9:40 am Break 9:40 - 11:00 amToday’s Cyber Landscape: Risks, Realities, and the CPA’s RoleAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LA Cybersecurity risks continue to evolve, requiring organizations to stay alert as both new threats and long standing vulnerabilities persist. In this session, we’ll examine the current state of the cyber landscape and what it means for today’s organizations. Through practical examples and common risk scenarios, we’ll highlight why these issues matter and where professionals play a role in reducing exposure. Attendees will gain insight into practical steps that can strengthen awareness, improve resilience, and help reduce overall organizational risk. 11:05 am – 12:15 pm AI-Powered Spreadsheets: The CPA's New Competitive Edge Trace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, AL The spreadsheet isn't going away — it's getting smarter. This session explores how AI is transforming the way CPAs interact with Excel and other tools, from natural language formulas and automated data analysis to AI-assisted modeling and anomaly detection. We'll demonstrate real-world applications tailored to business and industry professionals, address common concerns around accuracy and reliability, and help you evaluate which AI tools deserve a place in your workflow. Whether you're just getting started or looking to go deeper, you'll leave with a clear roadmap for integrating AI into your day-to-day spreadsheet work. 12:15 – 1:15 pm Lunch 1:15 – 2:30 pm Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA In 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 reasonable achieve in moderating them. 2:30 – 2:50 pm Break 2:50 – 4:20 pm Gazing into the Crystal Ball: looking Ahead to 2027-28 Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What will be driving employment across different sections of the State in 2027-28? What role will data centers play, especially in the region above I10? What will the war's impact be on the oil, LNG, and chemical sectors of the economy? Has AI begun to have an impact on employment trends? The 2026 Business & Industry 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. Women's Conference (Wednesday, August 12) Ethics for Business & Industry (Wednesday, August 12) Ledgers and Legends Ball (Saturday, August 15) Ethics for Public Practice (Sunday, August 16) Louisiana/Governmental Accounting & Auditing Conference (Monday, August 17 and Tuesday, August 18) Forensic, Litigation, and Valuation Services Conference (Monday, August 17 and Tuesday, August 18)
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ACPEN: Forgotten Managerial Accounting Tools
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Online/Webcast
2.00 Credits
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This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!
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AI 101 for CPAs: Core Concepts and Practical Applications
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Online/Webcast
2.00 Credits
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New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Elder Fraud
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Online/Webcast
2.00 Credits
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When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity weaknesses and some of the scams that target older, retired people. Many times, the perpetrator is someone close and someone who we think we can trust. In this course, you will learn some basic tools to protect against those who wish to perpetrate fraud.
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Surgent's Engagement Letters: Scope and Risk Management
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Online/Webcast
2.00 Credits
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Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed), and how to not compromise your independence.
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Surgent's New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
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Online/Webcast
2.00 Credits
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This program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4, 2025, there are important changes that make Section 1202 much more appealing to clients willing to run the risks associated with doing business as a C corporation. These enhanced provisions could potentially lead to exclusion of capital gains if very strict compliance rules are followed. Section 1202 application is particularly attractive for start-ups and entrepreneurial endeavors. For taxpayers willing to confront the technical challenges of this provision, Section 1202 may produce impressive tax advantages.
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Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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Online/Webcast
2.00 Credits
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Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.
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Surgent's Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
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Online/Webcast
2.00 Credits
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Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.
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Surgent's System and Organization Controls (SOC) Engagements
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Online/Webcast
2.00 Credits
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In today's interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1®, SOC 2®, and SOC 3®) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations and compliance will be analyzed. This course equips accounting professionals with the knowledge to effectively lead in compliance reporting.
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Spring Tax Update with Steve Dilley
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Online/Webcast
8.00 Credits
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This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Behavioral Finance Biases
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Online/Webcast
1.00 Credits
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If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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How to Audit Cash
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Online/Webcast
2.00 Credits
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Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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