CPE Catalog & Events

Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.Speaker - Lawrence "Mac" McClelland

More Dates

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.Speaker - Lawrence "Mac" McClelland

More Dates

Virtually all accounting and financial professionals use Excel but, unfortunately, most don’t use it as efficiently and effectively as they could or should. If you’re ready to elevate your Excel skills, plan today to participate in this special 8-hour conference designed to help you work better with Excel.In this event, you will go well beyond simple functions such as SUM to learn how you can take full advantage of many key features in Excel. Included in the discussion are newer functions and features such as LAMBDA, PIVOTBY, and XLOOKUP. You will also learn various tips for improving productivity and security when working with Excel. And you will learn best practices for working with PivotTables. You don’t want to miss this special opportunity to learn better ways for working with Excel!

More Dates

In this engaging and practical session, Dr. Andrew Schwartz will explore how artificial intelligence is transforming the field of accounting. Through real-world use cases and demos, this session demystifies AI, showing how it can be used today to automate repetitive tasks, streamline audits, detect fraud, enhance forecasting, and improve client service. Attendees will gain insights into tools already in the market, learn how to evaluate automation opportunities within their firms, and leave with actionable steps to begin leveraging AI responsibly. No programming required—just a curiosity to work smarter.forward. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2025 First Look Webcast Series May 28401k & Employee Benefits Update Mary Hogan • Director, Advisory - HR Advisory & OutsourcingEisner Advisory Group LLC • Pittstown, NJCPE: 1       Category: Management June 18 Disaster Planning Beyond the Calculations Gerard H. Schreiber, Jr., CPA • PartnerSchreiber & Schreiber, CPAs • Metairie, LACPE: 1       Category: Taxation July 30Investment Strategies in a Volatile Market Tom Stringfellow, CFA®, CPA®, CFP®, CIC • Chief Investment StrategistArgent Trust Company • San Antonio, TX  CPE: 1       Category: Management August 27SSARS Engagements – What You Need to Know Kurt Oestriecher, CPA • Managing PartnerOestriecher & Company, CPAs • Alexandria, LA  CPE: 1    Category: A&A September 27Managing Change in a High-Speed World Laila Morcos Zissis, PCC, NBC-HWC, CMC • OwnerLaila Morcos Zissis, LLC• New Orleans, LACPE: 1    Category: Personal Development October 29Creating a Positive Workplace Culture Jim Schneider, CPA, CIA • President & Managing PartnerThe Personnel Consulting Group • New Orleans LACPE: 1    Category:  Management November 12Tax Credit Shake-Up: What the New Incentives and ITEP Rules Mean for You Keri Hart • Senior Manager, Business IncentivesKim Wallett  • Senior Manager, Business IncentivesAdvantous Consulting, LLC • Baton Rouge, LACPE: 1   Category: Taxation December 9Practical Accounting Automation Using AIAndrew Schwartz, PhD • ProfessorStephenson Department of Entrepreneurship & Information SystemsLouisiana State University  CPE: 1    Category:  Technology

Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.Speaker - Lawrence "Mac" McClelland

More Dates

How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively! In this fast-paced, update-style course, you will survey today's IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this "don't miss" opportunity to get the skills required to enhance the value of your IT investment.Speaker - Lawrence "Mac" McClelland

More Dates

Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.Speaker - Steve Yoss

More Dates

A new government in Washington kicked off the year with sweeping policy changes that left business  leaders and investors scrambling for footing. Stephen Morgan reviews the status of and outlook of the four economic pillars of President Donald Trump’s platform, that we have dubbed DT2: Deportation and border security; Tariffs and trade; Deregulation; Taxation and spending. What about the year’s budget fights? What other factors should investors and consumers be watching as we move into 2026? 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. Save when you buy the Lunch & Learn In-Person Bundle! Learn more. 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: TechnologyJune 17 SECURE 2.0: Impacts to Retirement Savings PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation July 22 Hot Topics in Employment Law in the Current Presidential TermMag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA ?Category: TaxationSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&AOctober 21 Succession Planning: Strategies for Business Continuity & GrowthNene Glenn Gianfala, CPA/ABV, ASA-BV/IARiley J. Busenlener, CPA/ABV, ASA, AEP®, JDChaffe & Associates • New Orleans, LACategory: ManagementNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: TaxationDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment Director?Hancock Whitney  • New Orleans, LA Category: Specialized Knowledge

A new government in Washington kicked off the year with sweeping policy changes that left business  leaders and investors scrambling for footing. Stephen Morgan reviews the status of and outlook of the four economic pillars of President Donald Trump’s platform, that we have dubbed DT2: Deportation and border security; Tariffs and trade; Deregulation; Taxation and spending. What about the year’s budget fights? What other factors should investors and consumers be watching as we move into 2026? 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. Save when you buy the Lunch & Learn Webcast Bundle! Learn more. 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: TechnologyJune 17 SECURE 2.0: Impacts to Retirement Savings PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation July 22 Hot Topics in Employment Law in the Current Presidential TermMag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA ?Category: TaxationSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&AOctober 21 Succession Planning: Strategies for Business Continuity & GrowthNene Glenn Gianfala, CPA/ABV, ASA-BV/IARiley J. Busenlener, CPA/ABV, ASA, AEP®, JDChaffe & Associates • New Orleans, LACategory: ManagementNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: TaxationDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment Director?Hancock Whitney  • New Orleans, LA Category: Specialized Knowledge

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.Speaker - Steve Yoss

More Dates

QuickBooks Online's (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool's available features and do not work with QuickBooks Online as efficiently and effectively as they should. This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.Speaker - Steve Yoss

More Dates

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables - including grouping options for fiscal periods - and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.Speaker - Brian Tankersley

More Dates

Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team. Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.Speaker - Brian Tankersley

More Dates

With the explosion of technology over the past thirty years, one fair question is, "what are the ethical considerations and impacts related to this technology?" Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few. This course will teach you about "technoethics" and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.Speaker - Brian Tankersley

More Dates

IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to re-take the course. This course will fulfill the State Board’s 3-hour ethics requirement for 2024. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to re-take the course. This course will fulfill the State Board’s 3-hour ethics requirement for 2024. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

CPA Crossings' Unlimited Self-Study Package (5/1/2024 - 4/30/2025) Unlimited access to over 100 self-study courses including white papers, webinars, product guides, case studies, industry analysis, and more. You will also be able to access any new self-study courses that are added during your subscription term. Access to LCPA Anytime begins immediately upon purchase of your subscription and ends on April 30, 2025. This product is not prorated. Please review our FAQ page for more detail.

Both businesses and individual clients face major changes as a result of tax reform, 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 tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.

This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the resulting financial well-being of your client. This program covers the basics, from choosing the proper forms to utilize through the filing of an appeal if necessary. We will also explain how to increase your chances of having your OIC approved by the IRS by going over the complexities involved.

If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

More Dates