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.
Student Webcast: Virtual Mock Exam by Surgent
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Online/Webcast
0.00 Credits
REGISTRATION CLOSES MONDAY, September 21.Free to our Student and Candidate Affiliates! For many candidates, taking the CPA Exam can be one of the biggest obstacles to overcome when transitioning into the profession. Often aspiring CPAs are not sure if they are truly prepared to sit for each section. In order to help provide more transparency into exam-readiness, LCPA and Surgent CPA Review have partnered to offer student and candidate affiliates a FREE simulated CPA Exam section of your choice. This exercise will show you what it's like to sit for any CPA Exam section as you immerse yourself in questions pulled from the actual CPA Exam Blueprints.Plus, you will leave the session with your own personalized ReadySCORE™ (an accurate measurement of your actual exam score) as well as a detailed report showing your areas of strength and weakness for that section. PRO EXAM TIPS Register for this event using the same email address that you'll use the day of the simulation — it's how Surgent will identify you. Consider in advance which portion of the exam you'd like to try. Watch for a software activation email from Surgent CPA Review the morning of the Mock Exam. Review your personalized Exam ReadySCORE along with your diagnostic report and work on areas that may need improvement. Not an LCPA Student or Candidate Affiliate? See if you qualify to join. Questions? Contact our Member Service Team, 504.464.1040.
Adobe Acrobat Tips for Working with PDF Files
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Online/Webcast
2.00 Credits
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If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use 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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ACPEN: K2’s AI – Better Prompts, Better Results
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Online/Webcast
1.00 Credits
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Generative AI is revolutionizing the business world, and savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency and productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly and efficiently. Say goodbye to inefficient and ineffective prompts, and hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game and achieve greater gains in your business. Sign up now and learn the secrets to getting the most out of your AI tools!
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Executive Presence, Personal Brand: Structure Your Narrative
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Online/Webcast
1.00 Credits
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Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance, and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. 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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Reasonable Compensation for S Corps
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Online/Webcast
2.00 Credits
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Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. 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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Improve Spreadsheets by Building Controls in Excel
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Online/Webcast
2.00 Credits
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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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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Analyzing Financial Statements
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Online/Webcast
2.00 Credits
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This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. 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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Invest in Your Mental Health and Avoid Burnout
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Online/Webcast
2.00 Credits
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For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. 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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Financial Planning: Auto & Homeowners Insurance
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Online/Webcast
1.00 Credits
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While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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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2026/27 Not-for-Profit GAAP Update
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Online/Webcast
1.00 Credits
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Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders, and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. 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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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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Master the Art of CPA Communication: Boost Your Influence!
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Online/Webcast
2.00 Credits
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Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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2025-2026 Federal Tax Updates - Business Entities
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Online/Webcast
8.00 Credits
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The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. 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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Documenting Your EBP Audit: What You Need to Know
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Online/Webcast
8.00 Credits
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You'll learn best practices for documenting the work and thought processes behind your employee benefit plan audit.
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Surgent's Individual and Financial-Planning Tax Camp
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Online/Webcast
8.00 Credits
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Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.
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Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Online/Webcast
8.00 Credits
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In today's fast-paced environment, keeping up with the latest accounting and auditing requirements for governments and nonprofits can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments and nonprofits. Using a highly illustrative and innovative format, the course features over 25 focused exercises to strengthen your working knowledge and ensure you leave prepared to apply the latest accounting and auditing standards with confidence.
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Surgent's Securing a Comfortable Retirement in the Age of Spending
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Online/Webcast
8.00 Credits
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This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
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2026 Cypress Summit - IN PERSON: Medical, Not-for-Profit, Estate & Financial Planning, and Financial Institutions
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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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2026 Cypress Summit - WEBCAST: Medical, Not-for-Profit, Estate and Financial Planning & Financial Institutions
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Online/Webcast
8.00 Credits
See more dates
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! 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, LAWhat 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, LAHot 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, LAAndrew Lofaso, CPA • Legacy Hospice • 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.
More Dates
