CPE Catalog & Events

In today’s fast-paced world, controllers and finance leaders must navigate constant change while driving innovation and success. The Controllers Conference is your chance to tackle key challenges, explore emerging trends, and build a stronger future for your organization. Connect with industry peers, sharpen your strategy, and walk away with tools to elevate your leadership and financial expertise. AGENDA 7:30 – 7:55 amRegistration and Continental Breakfast7:55 Opening Remarks8:00 – 8:50 amState of the StateBarry Erwin • Leaders for a Better Louisiana • Baton Rouge, LA 8:50 – 9:50Louisiana State and Local Tax UpdateRobert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover recent developments in Louisiana state and local taxation including caselaw items as well as regulatory matters from the Department of Revenue.  Coverage will also include highlights from the recent state tax reform, particularly in the sales and use tax area.  9:50 – 10:10 am Break10:10 – 11:10 amRecent Tax Developments in Compensation and Benefits – One Big Beautiful Bill and BeyondStephen Tackney • KPMG LLP • Washington, DCThis session will address recent legislative and regulatory developments on the taxation of compensation and benefits.  Anticipated topics include recent legislative changes impacting Health Savings Accounts (HSAs), employee tips and overtime income (including employer reporting responsibilities), the section 162(m) $1 million deduction limitation on certain employees of public corporations, the section 4960 excise tax on tax-exempt organizations for compensation in excess of $1 million and certain severance arrangements, Trump accounts including potential employer contributions, the 100% deduction limitation on certain employer expenses for employee meals, as well as other recent developments. 11:10 am – 12:00 pm Current Environment for the Insurance Market and Effective Risk ManagementWill Garcia • HUB International • Baton Rouge, LAIs the 2026 insurance outlook better than 2025?  What does a “best in class organization” really mean in the insurance marketplace?  How can I position my company to get the most attention from underwriters?  Will the tort reform bills passed have in impact on our insurance rates?  What are creative ways to structure our insurance program to save money?  These are all topics we will address in this presentation.12:00 – 1:00 pm Lunch (provided)1:00 – 2:00 pmFrom Breach to Defense: Lessons from Today’s Cyber LandscapeAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LACybersecurity threats continue to evolve at an unprecedented pace, and organizations must remain vigilant to protect their data and operations. In this session, we’ll explore the current state and future outlook of the cybersphere, focusing on real-world breach scenarios that highlight the risks businesses face today. Attendees will gain insight into emerging trends, practical mitigation strategies, and how to adopt a hacker’s mindset to strengthen defenses and reduce organizational risk.2:00 – 3:00AI Practical Application: Case Study at Stuller JewelersLori Carter, CPA • Stuller Jewelers • Lafayette, LASumit Saha • Stuller Jewelers • Lafayette, LAStuller, Inc. will demonstrate AI practical use cases within their organization through their adoption of widely available tools. They will provide insight and information on ways to use AI in the workplace to improve efficiency and reduce administrative costs.3:00 – 3:20 Break3:20 – 4:20 pmNILTaylor Jacobs • LSU Associate Athletic Director • Baton Rouge, LA

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In today’s fast-paced world, controllers and finance leaders must navigate constant change while driving innovation and success. The Controllers Conference is your chance to tackle key challenges, explore emerging trends, and build a stronger future for your organization. Connect with industry peers, sharpen your strategy, and walk away with tools to elevate your leadership and financial expertise.AGENDA 7:30 – 7:55 amRegistration and Continental Breakfast7:55 Opening Remarks8:00 – 8:50 amState of the StateBarry Erwin • Leaders for a Better Louisiana • Baton Rouge, LA 8:50 – 9:50Louisiana State and Local Tax UpdateRobert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover recent developments in Louisiana state and local taxation including caselaw items as well as regulatory matters from the Department of Revenue.  Coverage will also include highlights from the recent state tax reform, particularly in the sales and use tax area.  9:50 – 10:10 am Break10:10 – 11:10 amRecent Tax Developments in Compensation and Benefits – One Big Beautiful Bill and BeyondStephen Tackney • KPMG LLP • Washington, DCThis session will address recent legislative and regulatory developments on the taxation of compensation and benefits.  Anticipated topics include recent legislative changes impacting Health Savings Accounts (HSAs), employee tips and overtime income (including employer reporting responsibilities), the section 162(m) $1 million deduction limitation on certain employees of public corporations, the section 4960 excise tax on tax-exempt organizations for compensation in excess of $1 million and certain severance arrangements, Trump accounts including potential employer contributions, the 100% deduction limitation on certain employer expenses for employee meals, as well as other recent developments. 11:10 am – 12:00 pm Current Environment for the Insurance Market and Effective Risk ManagementWill Garcia • HUB International • Baton Rouge, LAIs the 2026 insurance outlook better than 2025?  What does a “best in class organization” really mean in the insurance marketplace?  How can I position my company to get the most attention from underwriters?  Will the tort reform bills passed have in impact on our insurance rates?  What are creative ways to structure our insurance program to save money?  These are all topics we will address in this presentation.12:00 – 1:00 pm Lunch (provided)1:00 – 2:00 pmFrom Breach to Defense: Lessons from Today’s Cyber LandscapeAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LACybersecurity threats continue to evolve at an unprecedented pace, and organizations must remain vigilant to protect their data and operations. In this session, we’ll explore the current state and future outlook of the cybersphere, focusing on real-world breach scenarios that highlight the risks businesses face today. Attendees will gain insight into emerging trends, practical mitigation strategies, and how to adopt a hacker’s mindset to strengthen defenses and reduce organizational risk.2:00 – 3:00AI Practical Application: Case Study at Stuller JewelersLori Carter, CPA • Stuller Jewelers • Lafayette, LASumit Saha • Stuller Jewelers • Lafayette, LAStuller, Inc. will demonstrate AI practical use cases within their organization through their adoption of widely available tools. They will provide insight and information on ways to use AI in the workplace to improve efficiency and reduce administrative costs.3:00 – 3:20 Break3:20 – 4:20 pmNILTaylor Jacobs • LSU Associate Athletic Director • Baton Rouge, LA

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This event is limited to full- and part-time educators and adjuncts and is designed to support their vital contributions to the future of the profession. It is made possible through the support of LCPA and our generous sponsors. There are some notable changes ahead on a new pathway to qualify for licensure in Louisiana, and it’s critical to understand and share that information with current and potential accounting and finance majors. Learn about the new pathway and its potential impact on enrollments, AI’s uses in and beyond classrooms, and an update on the CPA Exam. This event, open to full-time, part-time, and adjunct educators and is designed to support their vital contributions to the future of the profession. It is made possible through the support of LCPA and our generous sponsors. AGENDA8:30-8:55 am Registration & Continental Breakfast 8:55-9:00am Welcome Christine Smith, CPA, MBA, MACCT • Senior Professor of Practice, A.B. Freeman School of Business - Tulane University • New Orleans, LA Chair, LCPA Accounting Education Issues Committeee9:00-9:50amNew Pathways for Future CPAs (panel)Moderator: David Zoller, LCPA Director of Government & Political Affairs Jeremy Thibodaux, CPA, CFE, Member at Large, LCPA Board of Directors and Assurance & Advisory Practice Leader at Ericksen Krentel, LLP in New OrleansKandace Mauldin, CPA, CGMA, Member, State Board of CPAs of Louisiana and CFO at Terrebonne Parish Consolidated GovernmentIn addition to the existing education and experience pathways, a new path is in the works that allows Louisiana students to qualify for licensure with a baccalaureate degree with an accounting concentration plus two years of supervised work experience. Representatives from LCPA and the State Board will discuss the timeline for proposed state legislation and expected implementation. Find out how to advise your students on choosing the path that best fits their career plans, while maintaining the integrity of the CPA.9:50-10:10am Break10:10-11:00amNavigating the CPA Examination (panel)Moderator: Jennifer Zerangue Mistretta, CPAJoe Maslott, CPA, Director – Content Management – Examinations, AICPA Kyle Barrier, Associate Director of International Evaluation Services, NASBA AICPA and NASBA representatives will cover many important topics including: the CPA Exam process, administration, international candidate administration, CPA Evolution Updates, CPA Exam resources, and hot topics. Bring your questions!11:00am-12:00pmAI in the Classroom: Educators’ Response (panel)Moderator: Christine Smith, CPABlaine Fisher, PhD, MS, MA, NRP, PG-Cert Tulane University School of Professional Advancement Andrew Schwarz, PhD Stephenson Department of Entrepreneurship & Information Systems, LSU Artificial intelligence is rapidly reshaping accounting education. This session helps accounting educators understand how AI is being used in today’s classrooms and what it means for teaching, learning, and student preparedness. Participants will explore current trends, practical tools, and instructional techniques for integrating AI in ways that support critical thinking and academic rigor. The workshop also addresses key ethical considerations—including academic integrity, bias, transparency, and responsible use—equipping educators to set clear expectations and policies. Attendees will leave with practical insights and ideas for confidently and responsibly incorporating AI into their courses.12:00-12:30pm Lunch12:30-2:00pmAI Deep Dive – The Profession’s Response (panel)Moderator: Adena LeJeune, CPADerek Foret, CPA, Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA, Partner, Darnall Sikes & Frederick • Lafayette Maggie Perrien, Director, Assurance Director - Professional Practice Group, PwC • New Orleans Building on the classroom conversation, this panel brings together CPA firm leaders to share how AI is being used in practice today. Panelists will discuss real-world applications across firm services, emerging ethical considerations, and the skills they expect graduates to bring into the workplace. Educators will gain direct insight into how accounting programs can better align curriculum with firm needs and prepare students to use AI responsibly and effectively from day one.2:00-2:10pm Break2:10-3:00pm AI Deep Dive – The Profession’s Response (continued) ETHICS FOR LOUISIANA CPAs (Non-Public)We're offering an ethics course the afternoon before (March 26, 3:00-5:40pm) so you can knock out your 2026 ethics CPE requirement in the same trip. Separate registration and fee required. Location TBA. EVENT LOCATION City Club at River Ranch 1100 Camellia Blvd. Lafayette, LA 70508NEED A ROOM?Carriage House Hotel 603 Silverstone RdLafayette, LA 70508Call 337.769.8400 to make a reservation.