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.
CFO Solutions to IRS Problems
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Online/Webcast
4.00 Credits
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Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. 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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The Current and Future Landscape of Audit Technology
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Online/Webcast
2.00 Credits
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Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. 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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Basic Individual Taxation Course
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Online/Webcast
2.00 Credits
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Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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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Making Effective Decisions When You Can't Get What You Want
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Online/Webcast
2.00 Credits
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Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations. 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: Common Peer Review Deficiencies and How to Avoid Them
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Online/Webcast
2.00 Credits
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Required Peer Reviews are an important element for ensuring high quality audit and attest services are being offered by CPAs. This course will explore the most common deficiencies identified through the Peer Review program, so that CPAs know what potential problems to avoid.
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Written Information Security Plans
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Online/Webcast
1.00 Credits
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Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). 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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Ledgers & Legends Ball
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New Orleans
0.00 Credits
Join us for a Night to Remember at the 2nd Annual Ledgers & Legends Ball!The Society of Louisiana CPAs invites you to an unforgettable evening of elegance, connection, and celebration at the 2nd Annual Ledgers & Legends Ball — a black-tie optional event honoring the excellence, leadership, and legacy of the CPA profession.Building on the success and energy of our inaugural event, this year’s gathering returns with live music from the Phunky Monkeys, a beautifully curated dinner, and an open premium bar, all set within an elevated atmosphere designed for meaningful connection and celebration among peers.All are welcome as we come together once again to celebrate not only the profession itself, but the people who shape its future. We’ll shine a spotlight on this year’s award winners, recognize the contributions of our past LCPA chairs, and introduce the new leadership and board members guiding us forward.Celebrate the legacy. Honor the legends. Welcome the future. Babysitters Club: On-Site ChildcareEnjoy the evening knowing your little ones are cared for with convenient on-site babysitting. Childcare opens at 5:00 PM so you have time to get ready and enjoy the event. To register, click “Add Guest” during ball registration and select your child(ren)’s ages. We can’t wait to see you there! NOLA Couture LCPA Ties & BowtiesLooking for a way to show your Louisiana CPA pride beyond the office? Put the finishing touches on your ball attire with our new exclusive NOLA Couture LCPA ties and bowties.We’d love to see everyone wearing their ties and bowties at the ball as we showcase our shared passion for the profession and support for LCPA.Purchase link coming soon — check back for updates!
2026 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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New Orleans
3.00 Credits
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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.
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Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online/Webcast
1.00 Credits
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Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. 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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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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Forgotten Managerial Accounting Tools for CPAs
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Online/Webcast
2.00 Credits
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This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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 U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online/Webcast
3.00 Credits
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This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F, and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.
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The Role of Internal Control in the Risk-Based Audit
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Online/Webcast
4.00 Credits
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This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
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Managing Current Fraud Trends in a Shifting Environment
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Online/Webcast
8.00 Credits
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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. 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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Internal Control - Testing for Operating Effectiveness
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Online/Webcast
2.00 Credits
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Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement 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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CFO Solutions to IRS Problems
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Online/Webcast
4.00 Credits
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Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. 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 Accounting and Auditing Conference - WEBCAST - 1ST DAY ONLY
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Online/Webcast
8.00 Credits
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We are still busy finalizing the amazing agenda for 2026. Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16 at The Ritz-Carlton. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast 7:55am - 8:00am Opening Remarks 8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. The session will focus on standards that broad-based.Dean Mead will discuss the how to apply the GASB's standards on capital asset disclosures and recent implementation guidance, as well as provide an update on major ongoing GASB standards-setting activities. 9:30am – 9:50am Break Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events. Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts. Non-Profit Update (LAAC) Karine Makaryan, CPA • Mauldin & Jenkins • Metairie, LAArman Alizadeh, CPA • Mauldin & Jenkins • Baton Rouge, LA 10:40am – 10:45am Change Break Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts. Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements. 11:35am – 12:35pm Lunch Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality. Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter. 1:50pm – 2:05pm Change Break 2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break 3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints. This session will also explain a recent investigative report. The 2026 Accounting & Auditing Conference is part of our 2nd Annual Ledgers and Legends Week, a week dedicated to connection, learning, and celebration across Louisiana’s accounting and finance community at the Ritz-Carlton in New Orleans. Join us for one or multiple events during this full week of learning, connection, and celebration across the profession. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID. LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.
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2026 Accounting and Auditing Conference - IN PERSON - 1ST DAY ONLY
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New Orleans
8.00 Credits
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We are still busy finalizing the amazing agenda for 2026. Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast 7:55am - 8:00am Opening Remarks 8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. The session will focus on standards that broad-based.Dean Mead will discuss the how to apply the GASB's standards on capital asset disclosures and recent implementation guidance, as well as provide an update on major ongoing GASB standards-setting activities.9:30am – 9:50am Break Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts. Non-Profit Update (LAAC) Karine Makaryan, CPA • Mauldin & Jenkins • Metairie, LAArman Alizadeh, CPA • Mauldin & Jenkins • Baton Rouge, LA 10:40am – 10:45am Change Break Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events. Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts. Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements. 11:35am – 12:35pm Lunch Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality. Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter. 1:50pm – 2:05pm Change Break 2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break 3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints. This session will also explain a recent investigative report. The 2026 Accounting & Auditing Conference is part of our 2nd Annual Ledgers and Legends Week, a week dedicated to connection, learning, and celebration across Louisiana’s accounting and finance community at the Ritz-Carlton in New Orleans. Join us for one or multiple events during this full week of learning, connection, and celebration across the profession. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID. LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.
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2026 Forensic, Litigation & Valuation Services Conference - IN PERSON - 1ST DAY ONLY
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New Orleans
8.00 Credits
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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Monday, August 17 8:00 – 8:25 am Registration & Continental Breakfast 8:25 am Opening Remarks 8:30 – 9:20 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA 9:20 – 10:35 am Overview of AI-Related Valuation Consideration Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions. 10:35 – 10:55 am Break/Visit Exhibitors 10:55 am – 12:10 pm Intersection of M&A and Valuation: A Practical Approach Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation. 12:10 – 1:10 pm Lunch/Visit Exhibitors 1:10 – 2:00 pm The Fraud Landscape Det. Michael Shard, CFCI, CCCI, CCCE • St. John Parish Sheriff's Office • Laplace, LA 2:00 – 2:50 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, LA 2:50-3:10 pm Break/Visit Exhibitors 3:10 - 4:00 pm From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes Linda Perez Clark, JD • Kean Miller • Baton Rouge, LAAndrew Mahtook, JD • Kean Miller • New Orleans, LADerek Brondum, JD • Kean Miller • Lafayette, LA 4:00 – 4:50 Expert Witness Pitfalls: A Panel Discussion Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA Bert Verdigets, CPA, CGMA, MBA, CFE, CFF • Bert F. Verdigets • Kenner, LA This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles.
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