2025 Fall Cluster

Overview

NEW LOCATION THIS YEAR: SHREVEPORT

Get ready to dive into a dynamic Fall CPE Cluster, where we’ll tackle the hot topics in accounting and finance. From emerging regulations to tech trends, this is your chance to stay ahead of the curve and earn valuable CPE credits while keeping your skills sharp!

7:30am Registration & Continental Breakfast

8:00-9:15
Federal Tax Update – One Big Beautiful Bill
Bryan Ehricht, CPA • James, Lambert, Riggs & Associates, Inc • Hammond, LA

9:15-9:35 Break 

9:35-10:25
Driving M&A Success: Market Trends, Valuation, and Enhancing Deal Outcomes 
G.F. Gay Lebreton • Chaffe & Associates, Inc. • New Orleans, LA 

10:25-11:15
North Louisiana Economic Update 
Dr Timothy Magner • Greater Shreveport Chamber of Commerce • Shreveport, LA

11:15-12:15
Recent Developments in Trusts and Estates Law with an Emphasis on Industry Trends
Chris Holtzclaw, JD • Argent Trust Company • Ruston, LA
James 'Jim' Ferraro, JD • Argent Trust Company • Shreveport, LA
Recent developments in trusts and estates law are reshaping the way practitioners navigate both tax and fiduciary responsibilities. This session will highlight emerging litigation trends and key tax law updates that directly impact estate planning, administration, and dispute resolution.

12:15-1:15 Lunch 

1:15-2:30 
Accounting & Auditing Update
Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA

2:30-2:50 Break

2:50- 4:20
Misappropriation Fraud
J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc.• Monroe, LA
A review of the types of misappropriation fraud and the controls that are designed to prevent or detect and correct it, as well as audit procedures that may indicate whether fraud is occurring.

Notice

SPONSOR THIS EVENT

Sponsorship is a great way to connect with CPA professionals and increase your visibility within the community. To learn more or recommend a sponsor, contract Diedra Allen at dallen@louisiana.cpa or click here for more information.