CPE Catalog & Events

Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.

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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.    

More Dates

Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

More Dates

Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

More Dates

This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! This event also qualifies for 11.67 CLE credits (5.5 on day 1 and 6.67 on day 2). Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! This event also qualifies for 11.67 CLE credits (5.5 on day 1 and 6.67 on day 2). Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS

More Dates

This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! This event also qualifies for 11.67 CLE credits (5.5 on day 1 and 6.67 on day 2). Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishman Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA 1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MSTuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingStephen Huber, JD • Huber Thomas • New Orleans, LAChris Whelen, JD • Huber Thomas • New Orleans, LAMatt Coman, JD • Garcia & Artigliere • New Orleans, LA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveG.F. Gay LeBreton, MBA • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

More Dates

This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! This event also qualifies for 11.67 CLE credits (5.5 on day 1 and 6.67 on day 2). Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MSTuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingStephen Huber, JD • Huber Thomas • New Orleans, LAChris Whelen, JD • Huber Thomas • New Orleans, LAMatt Coman, JD • Garcia & Artigliere • New Orleans, LA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveG.F. Gay LeBreton, MBA  • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! This event also qualifies for 11.67 CLE credits (5.5 on day 1 and 6.67 on day 2).Tuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingStephen Huber, JD • Huber Thomas • New Orleans, LAChris Whelen, JD • Huber Thomas • New Orleans, LAMatt Coman, JD • Garcia & Artigliere • New Orleans, LA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveG.F. Gay LeBreton, MBA  • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! This event also qualifies for 11.67 CLE credits (5.5 on day 1 and 6.67 on day 2).Tuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingStephen Huber, JD • Huber Thomas • New Orleans, LAChris Whelen, JD • Huber Thomas • New Orleans, LAMatt Coman, JD • Garcia & Artigliere • New Orleans, LA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveG.F. Gay LeBreton, MBA  • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

More Dates

Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

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Join Us at the 2025 LCPA Women’s Conference – Now at the Ritz-Carlton, New Orleans!Get ready for an unforgettable experience of inspiration, connection, and celebration at this year’s CPA Women’s Conference. As part of Ledgers & Legends Week, this dynamic event blends professional development with personal empowerment, offering a vibrant mix of CPE sessions, networking, and a fun lunch you won’t want to miss! 7:30 – 7:55 am Registration and Continental Breakfast7:55 – 8:00 am Welcome & Opening Remarks8:00 – 9:30 amWired to Win: Unlocking Your Brain’s Blueprint for Professional PowerHannah Sensenbrenner Morrow, M.S. • Intuition Works •  New Orleans, LAEver wonder why you click with some colleagues and clash with others—or why certain projects light you up while others make you want to fake a Wi-Fi outage? (We’ve all been there.) In this interactive session, we’ll explore the Emergenetics Profile, a neuroscience-based tool that reveals how you’re wired to think, behave, and communicate. You’ll gain powerful insights into your natural strengths and learn how to flex your style to build stronger relationships, reduce miscommunication, and lead with authenticity. This is self-awareness with a purpose—and a few laughs along the way. Because the better you understand yourself, the more unstoppable you become.9:30 – 9:50 am  Break9:50 – 10:40 amFrom Death to Possession - Every Step in the Succession and Probate Processes in Louisiana ExplainedJulie Rosenzweig, Esq. • Julie Rosenzweig Attorney at Law • Lafayette, LA10:40 – 11:30 amDo You Smell Something Burning?Dr. Angela White Bazile, Esq. • Judges & Lawyers Assistance Program, Inc. • Mandeville, LABurnout is a form of chronic stress that stems from prolonged workloads, tight deadlines, and intense pressure to maintain accuracy and compliance. It can result in mental health issues such as anxiety, depression, emotional exhaustion, and a reduced sense of personal effectiveness. The cyclical nature of peak seasons and the demand for precision can make it difficult for accountants to find work-life balance, contributing to long-term mental and emotional strain.11:30 am – 12:30 pm   Lunch12:30 – 1:20Lead the Room: Culture & Communication that Inspire ResultsHow to Inspire, Influence, and Create a Positive Work Environment Mary Jane Walsh • Mary Jane Walsh THRIVE – Business and Life Coaching • New Orleans, LAEver leave a conversation thinking, “That could’ve gone way better”? You’re not alone. Whether you’re leading a meeting, working with a client, or just trying to manage up without losing your cool—how you communicate shapes everything.In this lively, interactive session, executive coach Mary Jane Walsh will teach you a simple, powerful tool to help you say what you mean, listen like a leader, and create a culture where people actually want to stay.You’ll learn how to:• Communicate in ways that make people feel seen, heard, and valued• Influence culture from any seat at the table (yes, even when managing up)• Spot what’s really draining team energy—and shift it with intention• Lead conversations that build trust instead of tensionThese tools don’t just work at the office—they’ll make your relationships outside of work better, too. If you’ve ever thought, “Things could run much smoother if we all just said what we meant,”—you belong in this room.1:20 – 2:10From Burnout to Balance: Rewiring the Way Women Handle StressNicole Schoolfield • Owner - Be Extra Yoga • New Orleans, LAWomen today are achieving more than ever—breaking glass ceilings, leading companies, raising families, showing up for their communities, and still feeling the pressure to do it all. But success, when paired with the constant demands of modern life, often leaves women feeling overwhelmed, depleted, and burnt out.In this powerful and practical session, Nicole Schoolfield—CEO, wellness counselor, and founder of a women- and girl-focused athletic brand—opens up about her personal journey with burnout and stress. She’ll share how small but intentional shifts in mindset, nutrition, and nervous system regulation can create lasting calm in the chaos.Together, we’ll explore what stress really does to the body, how chronic stress becomes normalized, and the five pillars that can help women reclaim clarity, energy, and emotional freedom—starting today.This workshop is designed to be deeply relatable, immediately applicable, and grounded in both science and soul. We will go beyond surface-level self-care and get to the root of how women can truly thrive.2:10 – 2:30 Break2:30 – 3:30Goal SettingLauren Navarre, JD • Arena Collective • Slidell, LA• Establish your Core Values, Purpose, and Ideal Client to set Intentional SMART Goals• Pinpoint Tools to Maintain Focus.3:30 – 4:20Boundaries & Business: Reclaim Your Day, Redefine Your SuccessMelissa Terito, CPA • Faulk & Winkler • Baton Rouge, LAIn a world that celebrates hustle and constant availability, setting boundaries can feel uncomfortable—or even impossible. But the truth is, burnout isn’t a badge of honor. In this keynote, Melissa shares her personal journey from overwhelmed professional to intentional leader, offering practical strategies for setting boundaries at work and in life. Audiences will leave feeling empowered to take back control of their time, say no with confidence, and redefine what success looks like on their own terms.

The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times or see below. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event. August 14, 20258:30am - 10:00amFederal and State Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LAGina Rachel, CPA • EisnerAmper • Metairie, LA10:00-10:20 Break10:20am - 11:10am - Breakout sessionsOil & Gas Industry Update (EC)Tommy Faucheux • President – LMOGA • Baton Rouge, LA Microsoft 365: Using it Efficiently (BIC)Russell J. "Joey" Coco, Jr., P.E., MBA • Forte and Tablada, Inc.  • Baton Rouge, LA11:10-11:15 Change break11:15am - 12:05pm - Breakout sessionsLegislative Round-Up From the Tax Fiscal Session 2025 (BIC)Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThere was not nearly the tax legislation that emerged from last year’s special session, but this presentation will cover what did happen in the 2025 tax fiscal session in terms of state and local tax legislation including individual income tax, corporate income tax, ad valorem tax, state and local sales tax, tax credits, and severance tax.    Litigation for Oil, Gas and Energy (EC)Chris Peyton, JD • Kean Miller • Lafayette, LA 1:05pm – 2:15pm - Breakout sessionsThe Evolving Lithium Extraction Industry within the Southern USA - Perspectives for Louisiana and a Global View (EC)Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LALithium is a metal in high demand as battery usage expands and is expected to increase for years to come. Recently, brine resources across the USA - including the Southern USA - have been found to contain lithium levels that are economically viable to harvest. The presentation will present the global lithium market followed by a detailed assessment of how our region can fit into this industry.  Basic technical concepts and supporting economic forecasting will present a solid foundation into opportunities for lithium extraction in Louisiana and beyond.   Professional Issues Update (BIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LALisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA2:15-2:20 Change Break2:20pm - 3:10pm - Breakout sessionsMaster Execution: How to Eliminate Operational Chaos (EC)Julie Couret • Business Coach • New Orleans, LAThe State of Insurance in Louisiana: Challenges, Solutions and the Path Forward (BIC)Tim Temple • Commissioner of Insurance of Louisiana • Baton Rouge, LA3:10-3:30 Break 3:30pm - 5:00pmEconomic Update: Guide to the MarketsJordan Jackson• Global Market Strategist – J.P. Morgan • Washington, DC 

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times or see below. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event. August 14, 20258:30am - 10:00amFederal and State Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LAGina Rachel, CPA • EisnerAmper • Metairie, LA10:00-10:20 Break10:20am - 11:10am - Breakout sessionsOil & Gas Industry Update (EC)Tommy Faucheux • President – LMOGA • Baton Rouge, LA Microsoft 365: Using it Efficiently (BIC)Russell J. "Joey" Coco, Jr., P.E., MBA • Forte and Tablada, Inc.  • Baton Rouge, LA11:10-11:15 Change break11:15am - 12:05pm - Breakout sessionsLegislative Round-Up From the Tax Fiscal Session 2025 (BIC)Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThere was not nearly the tax legislation that emerged from last year’s special session, but this presentation will cover what did happen in the 2025 tax fiscal session in terms of state and local tax legislation including individual income tax, corporate income tax, ad valorem tax, state and local sales tax, tax credits, and severance tax.    Litigation for Oil, Gas and Energy (EC)Chris Peyton, JD • Kean Miller • Lafayette, LA 1:05pm – 2:15pm - Breakout sessionsThe Evolving Lithium Extraction Industry within the Southern USA - Perspectives for Louisiana and a Global View (EC)Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LALithium is a metal in high demand as battery usage expands and is expected to increase for years to come. Recently, brine resources across the USA - including the Southern USA - have been found to contain lithium levels that are economically viable to harvest. The presentation will present the global lithium market followed by a detailed assessment of how our region can fit into this industry.  Basic technical concepts and supporting economic forecasting will present a solid foundation into opportunities for lithium extraction in Louisiana and beyond.   Professional Issues Update (BIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LALisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA2:15-2:20 Change Break2:20pm - 3:10pm - Breakout sessionsMaster Execution: How to Eliminate Operational Chaos (EC)Julie Couret • Business Coach • New Orleans, LAThe State of Insurance in Louisiana: Challenges, Solutions and the Path Forward (BIC)Tim Temple • Commissioner of Insurance of Louisiana • Baton Rouge, LA3:10-3:30 Break 3:30pm - 5:00pmEconomic Update: Guide to the MarketsJordan Jackson• Global Market Strategist – J.P. Morgan • Washington, DC 

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times or see below. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event. August 14, 20258:30am - 10:00amFederal and State Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LAGina Rachel, CPA • EisnerAmper • Metairie, LA10:00-10:20 Break10:20am - 11:10am - Breakout sessionsOil & Gas Industry Update (EC)Tommy Faucheux • President – LMOGA • Baton Rouge, LA Microsoft 365: Using it Efficiently (BIC)Russell J. "Joey" Coco, Jr., P.E., MBA • Forte and Tablada, Inc.  • Baton Rouge, LA11:10-11:15 Change break11:15am - 12:05pm - Breakout sessionsLegislative Round-Up From the Tax Fiscal Session 2025 (BIC)Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThere was not nearly the tax legislation that emerged from last year’s special session, but this presentation will cover what did happen in the 2025 tax fiscal session in terms of state and local tax legislation including individual income tax, corporate income tax, ad valorem tax, state and local sales tax, tax credits, and severance tax.    Litigation for Oil, Gas and Energy (EC)Chris Peyton, JD • Kean Miller • Lafayette, LA 1:05pm – 2:15pm - Breakout sessionsThe Evolving Lithium Extraction Industry within the Southern USA - Perspectives for Louisiana and a Global View (EC)Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LALithium is a metal in high demand as battery usage expands and is expected to increase for years to come. Recently, brine resources across the USA - including the Southern USA - have been found to contain lithium levels that are economically viable to harvest. The presentation will present the global lithium market followed by a detailed assessment of how our region can fit into this industry.  Basic technical concepts and supporting economic forecasting will present a solid foundation into opportunities for lithium extraction in Louisiana and beyond.   Professional Issues Update (BIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LALisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA2:15-2:20 Change Break2:20pm - 3:10pm - Breakout sessionsMaster Execution: How to Eliminate Operational Chaos (EC)Julie Couret • Business Coach • New Orleans, LAThe State of Insurance in Louisiana: Challenges, Solutions and the Path Forward (BIC)Tim Temple • Commissioner of Insurance of Louisiana • Baton Rouge, LA3:10-3:30 Break 3:30pm - 5:00pmEconomic Update: Guide to the MarketsJordan Jackson• Global Market Strategist – J.P. Morgan • Washington, DC August 15, 2025 8:00am - 9:30amLooking into Crystal Ball Clouded by Tariff ChangesLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA 9:50am - 10:40am - Breakout sessionsBusiness Accounting Update (BIC)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA COPAS Update (EC)Mike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO 10:45am - 11:35am - Breakout sessionsDepartment of Natural Resources Update (EC)Dustin Davidson • Deputy Sec. – Louisiana Department of Natural Resources • Baton Rouge, LAWhat’s New in The World of Retirement Plans for 2025 and Beyond (BIC)Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LAIn this session, we’ll look at some of the Secure Act provisions that are becoming effective over the coming months and the guidance and regulations recently issued and needed to fully implement them.  We’ll also consider some alternative considerations in lieu of some of these.  We’ll then look to some pending legislation impacting retirement savings and employee benefits that have some positive traction towards passing.  Finally, we’ll look at some other guidance in this area that has been issued and case law to consider some best-practices. 12:35pm - 2:05pmFrom Automation to Protection: Integrating AI and Cybersecurity in Modern Enterprises Brian Jackson • Abacus Technologies • Birmingham, ALArtificial Intelligence is transforming how organizations operate, streamlining repetitive tasks, enhancing data analysis, and driving smarter decision-making. Yet as businesses adopt AI-driven tools, the need for strong cybersecurity becomes even more critical. This session will guide business and energy leaders through practical ways to leverage AI for daily efficiency while addressing the evolving cyber threat landscape. You will leave with actionable steps to responsibly integrate AI into your workflows while protecting your organization’s most valuable assets in a rapidly changing digital environment.2:05-2:25 Break2:25pm - 3:25pm - Breakout sessionsFrom Chaos to Clarity: Real-World Challenges and Solutions in Data Validation, Transformation and Management (BIC)Tom Hammond • Confie • McKinney, TXGulf Coast Energy Update (EC)Greg Upton, PhD • Louisiana State University • Baton Rouge, LA3:25-3:30 Change Break 3:30pm - 4:30pm - Breakout sessionsCarbon Capture Update (EC)Mark Dore, JD • Kean Miller • Lafayette, LA Leadership and Managing Staff (BIC)Christel C. Slaughter, Ph.D. • SSA Consultants • Baton Rouge, LA

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times or see below. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event. August 14, 20258:30am - 10:00amFederal and State Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LAGina Rachel, CPA • EisnerAmper • Metairie, LA10:00-10:20 Break10:20am - 11:10am - Breakout sessionsOil & Gas Industry Update (EC)Tommy Faucheux • President – LMOGA • Baton Rouge, LA Microsoft 365: Using it Efficiently (BIC)Russell J. "Joey" Coco, Jr., P.E., MBA • Forte and Tablada, Inc.  • Baton Rouge, LA11:10-11:15 Change break11:15am - 12:05pm - Breakout sessionsLegislative Round-Up From the Tax Fiscal Session 2025 (BIC)Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThere was not nearly the tax legislation that emerged from last year’s special session, but this presentation will cover what did happen in the 2025 tax fiscal session in terms of state and local tax legislation including individual income tax, corporate income tax, ad valorem tax, state and local sales tax, tax credits, and severance tax.    Litigation for Oil, Gas and Energy (EC)Chris Peyton, JD • Kean Miller • Lafayette, LA 1:05pm – 2:15pm - Breakout sessionsThe Evolving Lithium Extraction Industry within the Southern USA - Perspectives for Louisiana and a Global View (EC)Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LALithium is a metal in high demand as battery usage expands and is expected to increase for years to come. Recently, brine resources across the USA - including the Southern USA - have been found to contain lithium levels that are economically viable to harvest. The presentation will present the global lithium market followed by a detailed assessment of how our region can fit into this industry.  Basic technical concepts and supporting economic forecasting will present a solid foundation into opportunities for lithium extraction in Louisiana and beyond.   Professional Issues Update (BIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LALisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA2:15-2:20 Change Break2:20pm - 3:10pm - Breakout sessionsMaster Execution: How to Eliminate Operational Chaos (EC)Julie Couret • Business Coach • New Orleans, LAThe State of Insurance in Louisiana: Challenges, Solutions and the Path Forward (BIC)Tim Temple • Commissioner of Insurance of Louisiana • Baton Rouge, LA3:10-3:30 Break 3:30pm - 5:00pmEconomic Update: Guide to the MarketsJordan Jackson• Global Market Strategist – J.P. Morgan • Washington, DC August 15, 2025 8:00am - 9:30amLooking into Crystal Ball Clouded by Tariff ChangesLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA 9:50am - 10:40am - Breakout sessionsBusiness Accounting Update (BIC)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA COPAS Update (EC)Mike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO 10:45am - 11:35am - Breakout sessionsDepartment of Natural Resources Update (EC)Dustin Davidson • Deputy Sec. – Louisiana Department of Natural Resources • Baton Rouge, LAWhat’s New in The World of Retirement Plans for 2025 and Beyond (BIC)Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LAIn this session, we’ll look at some of the Secure Act provisions that are becoming effective over the coming months and the guidance and regulations recently issued and needed to fully implement them.  We’ll also consider some alternative considerations in lieu of some of these.  We’ll then look to some pending legislation impacting retirement savings and employee benefits that have some positive traction towards passing.  Finally, we’ll look at some other guidance in this area that has been issued and case law to consider some best-practices. 12:35pm - 2:05pmFrom Automation to Protection: Integrating AI and Cybersecurity in Modern Enterprises Brian Jackson • Abacus Technologies • Birmingham, ALArtificial Intelligence is transforming how organizations operate, streamlining repetitive tasks, enhancing data analysis, and driving smarter decision-making. Yet as businesses adopt AI-driven tools, the need for strong cybersecurity becomes even more critical. This session will guide business and energy leaders through practical ways to leverage AI for daily efficiency while addressing the evolving cyber threat landscape. You will leave with actionable steps to responsibly integrate AI into your workflows while protecting your organization’s most valuable assets in a rapidly changing digital environment.2:05-2:25 Break2:25pm - 3:25pm - Breakout sessionsFrom Chaos to Clarity: Real-World Challenges and Solutions in Data Validation, Transformation and Management (BIC)Tom Hammond • Confie • McKinney, TXGulf Coast Energy Update (EC)Greg Upton, PhD • Louisiana State University • Baton Rouge, LA3:25-3:30 Change Break 3:30pm - 4:30pm - Breakout sessionsCarbon Capture Update (EC)Mark Dore, JD • Kean Miller • Lafayette, LA Leadership and Managing Staff (BIC)Christel C. Slaughter, Ph.D. • SSA Consultants • Baton Rouge, LA

More Dates

The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times or see below. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event. August 15, 2025 8:00am - 9:30amLooking into Crystal Ball Clouded by Tariff ChangesLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA 9:50am - 10:40am - Breakout sessionsBusiness Accounting Update (BIC)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA COPAS Update (EC)Mike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO 10:45am - 11:35am - Breakout sessionsDepartment of Natural Resources Update (EC)Dustin Davidson • Deputy Sec. – Louisiana Department of Natural Resources • Baton Rouge, LAWhat’s New in The World of Retirement Plans for 2025 and Beyond (BIC)Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LAIn this session, we’ll look at some of the Secure Act provisions that are becoming effective over the coming months and the guidance and regulations recently issued and needed to fully implement them.  We’ll also consider some alternative considerations in lieu of some of these.  We’ll then look to some pending legislation impacting retirement savings and employee benefits that have some positive traction towards passing.  Finally, we’ll look at some other guidance in this area that has been issued and case law to consider some best-practices. 12:35pm - 2:05pmFrom Automation to Protection: Integrating AI and Cybersecurity in Modern Enterprises Brian Jackson • Abacus Technologies • Birmingham, ALArtificial Intelligence is transforming how organizations operate, streamlining repetitive tasks, enhancing data analysis, and driving smarter decision-making. Yet as businesses adopt AI-driven tools, the need for strong cybersecurity becomes even more critical. This session will guide business and energy leaders through practical ways to leverage AI for daily efficiency while addressing the evolving cyber threat landscape. You will leave with actionable steps to responsibly integrate AI into your workflows while protecting your organization’s most valuable assets in a rapidly changing digital environment.2:05-2:25 Break2:25pm - 3:25pm - Breakout sessionsFrom Chaos to Clarity: Real-World Challenges and Solutions in Data Validation, Transformation and Management (BIC)Tom Hammond • Confie • McKinney, TXGulf Coast Energy Update (EC)Greg Upton, PhD • Louisiana State University • Baton Rouge, LA3:25-3:30 Change Break 3:30pm - 4:30pm - Breakout sessionsCarbon Capture Update (EC)Mark Dore, JD • Kean Miller • Lafayette, LA Leadership and Managing Staff (BIC)Christel C. Slaughter, Ph.D. • SSA Consultants • Baton Rouge, LA

More Dates

The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times or see below. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event. August 15, 2025 8:00am - 9:30amLooking into Crystal Ball Clouded by Tariff ChangesLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA 9:50am - 10:40am - Breakout sessionsBusiness Accounting Update (BIC)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA COPAS Update (EC)Mike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO 10:45am - 11:35am - Breakout sessionsDepartment of Natural Resources Update (EC)Dustin Davidson • Deputy Sec. – Louisiana Department of Natural Resources • Baton Rouge, LAWhat’s New in The World of Retirement Plans for 2025 and Beyond (BIC)Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LAIn this session, we’ll look at some of the Secure Act provisions that are becoming effective over the coming months and the guidance and regulations recently issued and needed to fully implement them.  We’ll also consider some alternative considerations in lieu of some of these.  We’ll then look to some pending legislation impacting retirement savings and employee benefits that have some positive traction towards passing.  Finally, we’ll look at some other guidance in this area that has been issued and case law to consider some best-practices. 12:35pm - 2:05pmFrom Automation to Protection: Integrating AI and Cybersecurity in Modern Enterprises Brian Jackson • Abacus Technologies • Birmingham, ALArtificial Intelligence is transforming how organizations operate, streamlining repetitive tasks, enhancing data analysis, and driving smarter decision-making. Yet as businesses adopt AI-driven tools, the need for strong cybersecurity becomes even more critical. This session will guide business and energy leaders through practical ways to leverage AI for daily efficiency while addressing the evolving cyber threat landscape. You will leave with actionable steps to responsibly integrate AI into your workflows while protecting your organization’s most valuable assets in a rapidly changing digital environment.2:05-2:25 Break2:25pm - 3:25pm - Breakout sessionsFrom Chaos to Clarity: Real-World Challenges and Solutions in Data Validation, Transformation and Management (BIC)Tom Hammond • Confie • McKinney, TXGulf Coast Energy Update (EC)Greg Upton, PhD • Louisiana State University • Baton Rouge, LA3:25-3:30 Change Break 3:30pm - 4:30pm - Breakout sessionsCarbon Capture Update (EC)Mark Dore, JD • Kean Miller • Lafayette, LA Leadership and Managing Staff (BIC)Christel C. Slaughter, Ph.D. • SSA Consultants • Baton Rouge, LA

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Join us for the State and Local Tax Conference, your essential resource for understanding the latest changes in Louisiana tax law. This annual event delivers timely updates on new legislation, regulatory developments, and practical considerations affecting businesses and tax professionals alike. This conference also qualifies for 6.67 hrs of Tax Law Specialization. FRIDAY, AUGUST 22 7:30 - 7:55 am  Registration & Continental Breakfast7:55 - 8:00 am  Welcome & Opening Remarks8:00 – 8:20 amLCPA and Professional Issues UpdateRon Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA8:20 – 9:20 amNational SALT Legislative UpdatePat Reynolds, JD, CPA • President & Executive Director - COST • Washington, DCJessica Morgan, CPA • Ernst and Young • Cleveland, OH9:20 – 9:40 am  Break9:40 - 10:40 amThe Calm After the Storm, the 2025 Fiscal SessionRobert S. Angelico, CPA, JD • Liskow • New Orleans, LAThe 2025 fiscal session was nowhere as jam-packed with significant tax legislation as the November 2024 special session, but this presentation will cover the tax legislation that was enacted, both state and local.   10:40 am – 11:40 pmLDR State of the DepartmentRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:40 am – 12:40 pm Lunch12:40- 1:40 pmState and Local Tax Litigation UpdateAndre’ Burvant, CPA, JD • Jones Walker • New Orleans, LAAntonio Ferachi, JD • Louisiana Department of Revenue • Baton Rouge, LA1:40 - 2:00 pm Break2:00 - 3:20 pmState and Parish Sales Tax Update Brandea Averett, JD • Louisiana Department of Revenue • Baton Rouge, LAGeoff Campbell, CPA • Advantous • Baton Rouge, LAMark Blevins • Tax Compliance & Recovery • Alvin, TX3:20 - 4:20 pmLouisiana Economic Development LandscapeAnne Villa, CPA, CEcD, CGFM • Deputy Secretary/CFO, LED • Baton Rouge, LA