CPE Catalog & Events

This event is limited to full- and part-time educators and adjuncts and is designed to support their vital contributions to the future of the profession. It is made possible through the support of LCPA and our generous sponsors.The Accounting Educators Workshop brings together Louisiana educators to exchange knowledge and collaborate to find new ways to push the CPA profession forward. TOPICS & SPEAKERS 8:30 – 8:55 am  Registration & Continental Breakfast/Visit Sponsors8:55 – 9:00 am  Welcome & Opening RemarksChristine Smith, CPA, MBA, MACCT • Senior Professor of Practice, A.B. Freeman School of Business - Tulane University • New Orleans, LA Chair, LCPA Accounting Education Issues Committee.9:00 – 9:50 amProfessional Issues Update Jan Taylor, CPA, CGMA, PhD • AICPA, Academic in Residence and Senior Director, Academic and Student Engagement • Durham, NCJan will discuss the current pipeline initiatives of AICPA in response to the declining number of young people entering the accounting profession and becoming CPAs. In addition, Jan will discuss the impact that CPA Evolution has had on the CPA Exam metrics and what the AICPA is envisioning for the future of the profession. Jan will also share AICPA resources to help educators stay informed about CPA initiatives and resources. 9:50 – 10:40 amState Board – State Society Update  Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LACaren Singleton • Deputy Director - State Board of CPAs of Louisiana • New Orleans, LARon Gitz, CPA, CGMA • CEO – Society of Louisiana CPAs • Metairie, LA10:40 – 11:00 am  Break/Visit Sponsors11:00 am – 12:30 pmStrategies to Boost Student Engagement (panel) Laura D. Wiley, PhD, CPA • Assistant Department Chair & Distinguished Instructor – LSU • Baton Rouge, LACathy Gray, PhD, CPA • Professor of Practice • A.B. Freeman School of Business - Tulane University • New Orleans, LA Beverly Alwell, DBA • Assistant Professor of Accounting – LSU of Alexandria • Alexandria, LADiscussion of strategies to increase student engagement in the classroom and with course materials. We’ll cover strategies for both in-person and online classes. 12:30 – 1:00 pm  Lunch (provided) 1:00 – 2:30 pmExperiential Learning (panel)Candice R. Boucree, PhD, CPA • Assistant Professor of Accounting • Southeastern Louisiana University • Hammond, LAThomas Celles • J.D. Candidate at Tulane Law School, Director of Tulane VITA Clinic • New Orleans, LALillian S. Grose, CPA, MBA, PhD • Assistant Professor-Accounting • University of Holy Cross • New Orleans, LA How do we prepare our students for the workforce? Educators discuss ways they use experiential learning to integrate accounting theory into accounting practice. 2:30 - 2:40 pm  Break/Visit Sponsors2:40 – 3:30 pmCybersecurity: The Next Big Thing in Accounting and How We Can Prepare StudentsJeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LACybersecurity is rapidly becoming a critical focus in the accounting profession as financial data faces increasing threats from cyberattacks. This session will explore the evolving cybersecurity landscape, its impact on accounting, and the essential skills future accountants need to protect financial information. Attendees will gain insights into how universities can integrate cybersecurity education to better prepare students for the challenges of the digital age.EVENT LOCATION City Club at River Ranch 1100 Camellia Blvd. Lafayette, LA 70508NEED A ROOM?Carriage House Hotel 603 Silverstone RdLafayette, LA 70508Call 337.769.8400 to make a reservation. 

The Technology Conference offers up to 16 hours of fast-paced presentations to make you more productive, efficient, and effective when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues accounting, financial, and other business professionals face. In addition, you will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology. SEE FULL SESSION DESCRIPTIONS (pdf) CONFERENCE AGENDA DAY ONE: TUESDAY, MAY 13 8:15 - 8:30 am - Log-in 8:30 - 10:10 am - GENERAL SESSION | Tech Update 10:20 am - 12:00 pm - CONCURRENT SESSIONS CPA Firm Update Taking A Fresh Look At Teams Top Ten Productivity Booster Apps In Microsoft 365 12:00 - 1:00 pm - Lunch  1:00 - 2:40 pm - CONCURRENT SESSIONS Expense Reporting Automation Collaboration Tools And Best Practices Automation Beyond The Basics With The Microsoft Power Platform 2:50 - 4:30 pm - GENERAL SESSION | Excel Tips – Today’s Best Features DAY TWO: WEDNESDAY, MAY 14 8:30 - 10:10 am - GENERAL SESSION| Data Security And Privacy Issues And Solutions 10:20 am - 12:00 pm - CONCURRENT SESSIONS Client Accounting Services For CPA Firms: Strategies For Growth And Success  CRM – The Ultimate Business Automation Tool Taking Another Look At Power BI 12:00 - 12:50 pm - Lunch  12:50 - 1:40 pm CONCURRENT SESSIONS What’s New With QuickBooks AI – Better Prompts, Better Results Next Level Home Networking 1:50 - 2:40 pm CONCURRENT SESSIONS After QuickBooks, What’s Next AI – Security And Privacy Issues Ten PDF Tips You Need To Know 2:50 - 4:30 pm - GENERAL SESSION | Ripped From The Headlines: Lessons From Interesting Tech Crimes K2 Webinar FAQs

**Rooms are going fast! Lodge and Gulfview rooms are nearly sold out—register and reserve your room today! Open to all CPAs, featuring a diverse range of hot topics to keep you informed and ahead in the field.All CPAs are invited to join the Alabama, Arkansas, Louisiana, Kentucky, and Texas CPA Societies for the Summer Education Conference in Gulf Shores, AL. Pack up the family and enjoy 4 hours of CPE each morning, with the rest of the day free to relax on the beach, kayak, or explore local attractions. It’s the perfect blend of vacation and professional growth, offering a unique chance to network with CPAs from across the SEC! AGENDA: Sunday, July 20 4:00 pm   Registration/The Lodge Check In 5:00 - 6:00 pm  Optional CPE Bonus Session (More Info Coming Soon) 6:00 - 7:30 pm   SEC Networking Reception Tailgate Show your school spirit by wearing your team colors and join us for a lively tailgate reception to kick off the conference! Network with fellow state societies, enjoy delicious food, and connect before the sessions begin. The reception is complimentary for registrants, with adult guests at $25 and children at $10. Please remember to rsvp and pre-pay for any reception guests before arriving in Gulf Shores to secure your spot. Monday, July 21 8:00 - 11:40 amTax UpdateLisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, ALThis workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.Tuesday, July 228:00 - 9:40 amQM StandardsRandy Milligan, CPA • Landmark CPAs • Little Rock, ARSherry Chesser, CPA • Landmark CPAs • Little Rock, AR 9:40 - 10:00 am Break & Visit Exhibitors 10:00 - 11:40 amEconomic UpdateJoe Crosby • CEO – MultiState Associates, Inc. • Alexandria, VAWednesday, July 238:00 - 9:40 amFire side chat with Barry Melancon and Participating State Society CEOsBarry Melancon, CPA, CGMA • Retired CEO of AICPAHighly audience interactive session on issues impacting the profession today and tomorrow with a taste of history and why some things are the way they are today.  9:40 -10:00 am Break & Visit Exhibitors10:00 – 11:40 amAI and CybersecurityPaul M. Perry, FHFMS, CDPSE, CISM, CITP, CPA •  Warren Averett •  Birmingham, ALThis session on AI and Cybersecurity will explore the disparities in understanding these critical areas and the challenges they present. We'll discuss why these issues arise and emphasize the importance of robust governance controls to safeguard both your CPA firm and your clients' businesses. Strengthening your knowledge in these domains is essential for maintaining trust and security in today's informational ecosystem.Thursday, July 24 8:00 - 11:40 amAccounting & Auditing UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for crypto currency and hear about the top peer review issues. Join us to get the most up to date information from the AA world. Friday, July 258:00 - 9:40 amCurrent Fraud Trends from the FBI Perspective/The Randall Beane InvestigationParker Still • FBI • Mobile, ALSSA Parker Still will present on current fraud trends from the perspective of a white-collar FBI supervisor in the field. The trends discussion will focus on business e-mail compromise, international fraudsters, virtual currency as well as emerging trends such as synthetic identity fraud. The presentation will conclude with the Randall Beane case which takes the audience from the time a complaint is received by the FBI through trial. The Beane case highlights many of the trends that will be discussed by providing a real-world example. 9:40 -10:00 am Break & Visit Exhibitors10:00 – 11:40 amDeep WorkKenny Broom, CPA, CBP • MG Stover • Dallas, TXHow do you get the most out of your day and week? In this session, we will discuss the skills and strategies to become more productive and provide greater value to your place of work and those you serve.Learning Objectives:The goal of this session is to:•            Discuss what Deep Work is and why it is important•            Provide best practices for incorporating Deep Work into your daily routine; and•            Share best practices for eliminating distractions. Important Note: Starting June 30th, a $200 cancellation fee will apply due to commitments with the hotel, catering, and event planning. We appreciate your understanding.