CPE Catalog & Events
Start Here and Get on Course
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.
Lunch & Learn In-Person: Louisiana Tax Legislative Update, Tax Reform and More
-
Metairie
2.00 Credits
A perennial favorite, Bob Angelico, gives you the annual recap you've been waiting for. Louisiana has experienced a significant amount of state and local tax reform over the past several months, and the 2025 fiscal session of the legislature may prove to likewise involve additional state tax reform. This presentation will cover that tax reform as well as further explanation and analysis of the 2024 tax reform, in all areas of Louisiana taxation, income and franchise tax, sales and use tax, ad valorem property tax, credits and incentives, and severance and excise taxes. 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. Qualifies for 1.67 CLE credits. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: Technology • 2 CPE creditsJune 17 SECURE 2.0: Impacts to Retirement Savings Plans Anne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsJuly 22 Hot Topics in HR Shaping the Workforce in 2025Mag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management• 2 CPE credits/1.67 CLE credits August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA Category: Taxation • 2 CPE credits/1.67 CLE creditsSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&A • 2 CPE credits/1.67 CLE creditsOctober 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: Management • 2 CPE credits/1.67 CLE creditsNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney • New Orleans, LA Category: Specialized Knowledge
Lunch & Learn Webcast: Louisiana Tax Legislative Update, Tax Reform
-
Online/Webcast
2.00 Credits
A perennial favorite, Bob Angelico, gives you the annual recap you've been waiting for. Louisiana has experienced a significant amount of state and local tax reform over the past several months, and the 2025 fiscal session of the legislature may prove to likewise involve additional state tax reform. This presentation will cover that tax reform as well as further explanation and analysis of the 2024 tax reform, in all areas of Louisiana taxation, income and franchise tax, sales and use tax, ad valorem property tax, credits and incentives, and severance and excise taxes. 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. Qualifies for 1.67 CLE credit NOTE: This product is for the individual Webcast Lunch & Learn course. 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 • 2 CPE credits/1.67 CLE creditsJuly 22 Hot Topics in HR Shaping the Workforce in 2025Mag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management • 2 CPE credits/1.67 CLE creditsAugust 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA Category: Taxation • 2 CPE credits/1.67 CLE creditsSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&A • 2 CPE credits/1.67 CLE creditsOctober 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: Management • 2 CPE credits/1.67 CLE creditsNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment Director?Hancock Whitney • New Orleans, LA Category: Specialized Knowledge
Partnership Essentials: Tax Basis Capital Accounts
-
Online/Webcast
2.00 Credits
See more dates
This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Doug Van Der Aa
More Dates
Retirement Planning: Next Stage for You or Your Client
-
Online/Webcast
2.00 Credits
See more dates
If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tom Wilson
More Dates
Surgent's Excel Shortcuts for Accountants
-
Online/Webcast
2.00 Credits
See more dates
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.Speaker - Jeff Lenning
More Dates
Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
-
Online/Webcast
2.00 Credits
See more dates
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
More Dates
Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others
-
Online/Webcast
2.00 Credits
See more dates
Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental toughness, competence, and confidence. A confident accounting or finance person makes better decisions and thinks in deliberate ways to meet adversity and pressure. Resilience is the ability to exercise tenacity, bounce back from tough times, or even triumph in the face of adversity. Today's accounting professionals will experience challenges but are able to reframe then as learning opportunities. Resilient accounting and finance professionals push their limits, learn from their mistakes, and are able to transform an organization and themselves.Speaker - Susan Ward
More Dates
Surgent's Time Management for Professionals
-
Online/Webcast
2.00 Credits
See more dates
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.Speaker - Jason Cornell, Esq.
More Dates
Surgent's What Tax Practitioners Need to Know About Medicare
-
Online/Webcast
2.00 Credits
See more dates
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
More Dates
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
-
Online/Webcast
4.00 Credits
See more dates
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.Speaker - Art Pulis, MBA
More Dates
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
Online/Webcast
4.00 Credits
See more dates
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.Speaker - Charlie Blanton, CPA
More Dates
Managerial Accounting: Your Prescription for Better Decision
-
Online/Webcast
4.00 Credits
See more dates
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dr. Christopher J. Harper, CPA, MBA
More Dates
Surgent's Schedules K-2 and K-3: Filing Requirements
-
Online/Webcast
2.00 Credits
See more dates
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to identify which parts are applicable to a given taxpayer. The filing requirements are broad and often not very intuitive, catching many practitioners unaware that more schedules and parts are applicable to more taxpayers than anticipated. This course includes a deep dive into the domestic filing exception, a discussion of filing requirements of each part of Schedule K-2, and numerous examples of common taxpayer scenarios. Please note: Surgent also offers a companion course, "Schedules K-2 and K-3: Preparation of Forms" (KPF2).Speaker - Renata Maroney (Stasaityte), CPA
More Dates
Comprehensive Audit & SSARS Update
-
Online/Webcast
4.00 Credits
See more dates
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. Henry, CPA, CGMA
More Dates
Tax Depreciation: Review and Update
-
Online/Webcast
2.00 Credits
See more dates
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
More Dates
Using AI to Instantly Transform Ideas into Revenue Streams
-
Online/Webcast
2.00 Credits
See more dates
Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Garrett Wasny, MA, CMC, CITP/FIBP
More Dates
Clean, Transform & Load Data in Power BI
-
Online/Webcast
2.00 Credits
See more dates
This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities. Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
More Dates
Installment sales: Maximize Tax Benefits and Stay Compliant
-
Online/Webcast
1.00 Credits
See more dates
This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
More Dates
Change Management: Your Leadership Role for Aligning Profits & Culture
-
Online/Webcast
2.00 Credits
See more dates
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments. Speaker - Jane Mims
More Dates
IRS Penalties and Abatements
-
Online/Webcast
2.00 Credits
See more dates
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA