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.
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
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Online/Webcast
2.00 Credits
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This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.
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Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Online/Webcast
2.00 Credits
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Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.
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ACPEN: Creating A Coaching Leadership Style
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Online/Webcast
3.00 Credits
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This course explores the leadership and coaching principles, concepts, frameworks, techniques, and competencies that will lead to a Coaching Leadership Style. While it is often said that effective leadership is situational, the leadership style that is employed in the everyday workplace is typically the dominant style of the leader. The leadership style that emphasizes coaching in lieu of others that are more autocratic, affiliative, or even more participative can be more fulfilling for the leader, employee, and team. The course illustrates how a Coaching Leadership Style leads to a highly desirable organization culture. This course takes the attendee through a coaching process and discovery that can be applied to various situations. Results one can expect from the Coaching Leadership Style are covered as are measurements depicting the success of this leadership style. The attendee will walk away with the knowledge and skills necessary to begin leading their company towards a coaching culture that will leave employees motivated, transformed and driven to higher levels of innovation and performance from the empowerment of the Coaching Leadership Style.
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Finance and Innovation: Reinvent Your Organization and Dept.
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Online/Webcast
8.00 Credits
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Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. 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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Don Farmer's Trusts, Estates & Gift Tax Forms
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Online/Webcast
2.00 Credits
This intermediate-level course provides a focused review of federal income and transfer tax reporting for trusts, estates, and taxable gifts. Participants will examine key reporting requirements and filing mechanics for Forms 1041 and 709, including income distribution deductions, Schedule K-1 reporting, and taxable gift calculations. The course emphasizes fiduciary accounting considerations, compliance risks, and common preparation errors. Practical examples reinforce accurate reporting and documentation standards in fiduciary and gift tax return preparation.
The One Big Beautiful Bill: 2025 tax legislation
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Online/Webcast
4.00 Credits
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The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. 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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Smart Formula Selection in Excel: What to Use When
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Online/Webcast
2.00 Credits
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Excel gives you multiple ways to solve the same problem - but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you'll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names, and much more. Ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit. 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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Numbers to Narrative: Storytelling in Business Communication
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Online/Webcast
1.00 Credits
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Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. 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: Viewing A&A Through the Eyes of a Tax Practitioner
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Online/Webcast
2.00 Credits
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This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement, and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting.
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Risk Wrangling: Surviving the Modern Business Rodeo
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Online/Webcast
1.00 Credits
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Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. 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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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Online/Webcast
2.00 Credits
Data transformation while improving data visualization skills with Excel for accounting and finance professionals.
Lunch & Learn In-Person: Louisiana Tax Legislative Update, Tax Reform and More
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Metairie
2.00 Credits
Louisiana is settling into the major tax reform that occurred in late 2024 and mid 2025.?Award-winning speaker Bob Angelico, CPA, will cover that reform as well as highlight the various issues and questions that have arisen as a result of the changes.?Bob will also describe the tax legislation that came out of the 2026 regular session and cover any tax caselaw developments and LDR administrative and regulatory pronouncements from the last year. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2026 Lunch&Learn Small Business Series includes: May 19 – AI's Impact on Trust & Security Louis Le Guyader, Ph.D., CPA • Professor, Department of Accounting & FinanceSoutheastern Louisiana University • Hammond, LA Jun 16 – Turning Financial Results Into Strategic Recommendations Randy LeBeau, CPA • Partner, Outsourced Accounting Services Kevin Curren, CPA • Associate Director in the Audit and Assurance Services GroupEisnerAmper LLP • New Orleans, LA Jul 21 – Navigating the Evolving Talent Landscape: Trends Reshaping Hiring and Leadership Carrie Lewis, CPA (Inactive) • Senior Vice PresidentRobert Half Finance and Accounting • New Orleans, LA Aug 27 – Louisiana Tax Legislative Update, Tax Reform and More Robert “Bob” Angelico, CPA • PartnerLiskow • New Orleans, LAAlso qualifies for 1.66 MCLE credits. Sep 22 – When Internal Controls Fail: Real Fraud Cases and What They Teach Us Diane B. Allison, CPA • OwnerDiane B. Allison, CPA • Baton Rouge, LA Oct 20 – Business Insurance 101: Types, Risks & Smart Decisions Casey Brandt, CISR • Property & Casualty ConsultantGilsbar • Covington, LA Nov 17 – 2025-2026 Tax Update Bryan Ehricht, CPA • James Lambert Riggs and Associates, Inc.Hammond, LAAlso qualifies for 1.66 MCLE credits. Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA
Lunch & Learn Webcast: Louisiana Tax Legislative Update, Tax Reform
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Online/Webcast
2.00 Credits
Louisiana is settling into the major tax reform that occurred in late 2024 and mid 2025.?Award-winning speaker Bob Angelico, CPA, will cover that reform as well as highlight the various issues and questions that have arisen as a result of the changes.?Bob will also describe the tax legislation that came out of the 2026 regular session and cover any tax caselaw developments and LDR administrative and regulatory pronouncements from the last year. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered.NOTE: This product is for the individual Webcast Lunch & Learn course at the LCPA Member Center. 2026 Lunch&Learn Small Business Series includes: May 19 – AI's Impact on Trust & Security Louis Le Guyader, Ph.D., CPA • Professor, Department of Accounting & FinanceSoutheastern Louisiana University • Hammond, LA Jun 16 – Turning Financial Results Into Strategic Recommendations Randy LeBeau, CPA • Partner, Outsourced Accounting Services Kevin Curren, CPA • Associate Director in the Audit and Assurance Services GroupEisnerAmper LLP • New Orleans, LA Jul 21 – Navigating the Evolving Talent Landscape: Trends Reshaping Hiring and Leadership Carrie Lewis, CPA (Inactive) • Senior Vice PresidentRobert Half Finance and Accounting • New Orleans, LA Aug 27 – Louisiana Tax Legislative Update, Tax Reform and More Robert “Bob” Angelico, CPA • PartnerLiskow • New Orleans, LAAlso qualifies for 1.66 MCLE credits. Sep 22 – When Internal Controls Fail: Real Fraud Cases and What They Teach Us Diane B. Allison, CPA • OwnerDiane B. Allison, CPA • Baton Rouge, LA Oct 20 – Business Insurance 101: Types, Risks & Smart Decisions Casey Brandt, CISR • Property & Casualty ConsultantGilsbar • Covington, LA Nov 17 – 2025-2026 Tax Update Bryan Ehricht, CPA • James Lambert Riggs and Associates, Inc.Hammond, LAAlso qualifies for 1.66 MCLE credits. Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA
Business 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 business 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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Workforce Transformation and Talent Management in 2025
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Online/Webcast
1.00 Credits
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The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. 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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Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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Online/Webcast
2.00 Credits
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Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization. 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 Exploring Business Valuation Fundamentals
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Online/Webcast
2.00 Credits
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What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.
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Comprehensive Accounting and Financial Reporting Update
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Online/Webcast
4.00 Credits
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This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. 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 Real Estate Taxation: Critical Considerations
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Online/Webcast
4.00 Credits
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This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
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Internal Controls Over Compliance vs Compliance
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Online/Webcast
1.00 Credits
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Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. 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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