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.
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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2026 Forensic, Litigation & Valuation Services Conference - WEBCAST - 1ST DAY ONLY
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Online/Webcast
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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2026 Accounting and Auditing Conference - WEBCAST - BOTH DAYS
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Online/Webcast
16.00 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. 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. August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast 7:55am - 8:00am Opening Remarks 8:00am - 9:00am Auditing Hot Topics 2026: Quality, Risk, and Compliance Issues Facing Today’s PractitionersJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LAThis session will provide a practical update on current auditing hot topics affecting CPA firms and governmental audit practices, including audit quality trends, peer review findings, risk assessment, internal controls, sampling, documentation, independence, Yellow Book, and single audit issues. The discussion will focus on recurring deficiencies and emerging practice challenges that engagement teams should be addressing in planning, fieldwork, reporting, and quality management. Participants will leave with practical reminders and takeaways to help strengthen audit execution, improve documentation, and avoid common issues identified through peer review and regulatory oversight. 9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA 9:50am – 10:10am Break Concurrent Sessions 10:10am – 11:00am Fraud – Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA 11:00 – 11:05 Change Break Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks. National Economic Update (LAAC) Speaker TBA • Hancock Whitney • New Orleans, LA 11:55am – 12:55pm Lunch Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana.? Special Purpose Framework Reporting Measurement and Disclosure Issues (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LACPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks. 1:45pm – 2:05pm Break 2:05pm – 2:55pmAI Governance and Risk ManagementJustin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, ALArtificial intelligence is rapidly transforming how organizations operate, make decisions, and deliver services. In this session, we will discuss a practical overview of how AI works, common business use cases, and the opportunities it creates, while also examining key risks related to governance, security, privacy, bias, hallucinations, and ethical use. Attendees will gain a foundational understanding of AI risk management principles and practical considerations for implementing AI responsibly and effectively within their organizations. 2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis, ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not. 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 - BOTH DAYS
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New Orleans
16.00 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. 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. August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast 7:55am - 8:00am Opening Remarks 8:00am - 9:00am Auditing Hot Topics 2026: Quality, Risk, and Compliance Issues Facing Today’s Practitioners Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LAThis session will provide a practical update on current auditing hot topics affecting CPA firms and governmental audit practices, including audit quality trends, peer review findings, risk assessment, internal controls, sampling, documentation, independence, Yellow Book, and single audit issues. The discussion will focus on recurring deficiencies and emerging practice challenges that engagement teams should be addressing in planning, fieldwork, reporting, and quality management. Participants will leave with practical reminders and takeaways to help strengthen audit execution, improve documentation, and avoid common issues identified through peer review and regulatory oversight. 9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA 9:50am – 10:10am Break Concurrent Sessions 10:10am – 11:00am Fraud Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA A review of facts and circumstances surrounding actual fraud cases, and consideration of the fraud controls that should have been in place to prevent or detect the occurrence of fraud. Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA 11:00 – 11:05 Change Break Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks. National Economic Update (LAAC) Speaker TBA • Hancock Whitney • New Orleans, LA 11:55am – 12:55pm Lunch Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana. Special Purpose Framework Reporting Measurement and Disclosure Issues (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LACPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks. 1:45pm – 2:05pm Break 2:05pm – 2:55pmAI Governance and Risk ManagementJustin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, ALArtificial intelligence is rapidly transforming how organizations operate, make decisions, and deliver services. In this session, we will discuss a practical overview of how AI works, common business use cases, and the opportunities it creates, while also examining key risks related to governance, security, privacy, bias, hallucinations, and ethical use. Attendees will gain a foundational understanding of AI risk management principles and practical considerations for implementing AI responsibly and effectively within their organizations. 2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis, ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not. 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 - WEBCAST BOTH DAYS -
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Online/Webcast
16.00 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. Tuesday, August 18 7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks 8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA 8:50 – 9:40 am Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business. 9:40 am – 10:00 am Break/Visit Exhibitors 10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability. 11:15 am – 12:05 pm Discounts for Lack of Marketability Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts. 12:05 – 1:05 pm Lunch/Visit Exhibitors 1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA 2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA 3:05 – 3:25 pm Break/Visit Exhibitors 3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA
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2026 Forensic, Litigation & Valuation Services Conference -IN PERSON - BOTH DAYS
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New Orleans
16.00 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. Tuesday, August 18 7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks 8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA 8:50 – 9:40 am Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business. 9:40 am – 10:00 am Break/Visit Exhibitors 10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability. 11:15 am – 12:05 pm Discounts for Lack of Marketability Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts. 12:05 – 1:05 pm Lunch/Visit Exhibitors 1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA 2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA 3:05 – 3:25 pm Break/Visit Exhibitors 3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA
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How to Audit Expenses & Payables
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Online/Webcast
2.00 Credits
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It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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 Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Online/Webcast
2.00 Credits
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The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares accounting and finance professionals to assist their clients with worker classification audits, and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits — Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program.
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2026/27 Annual Update for Accountants & Auditors
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Online/Webcast
2.00 Credits
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This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with an overview of recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. The course also highlights issued ASUs with future effective dates and provides high-level insight into recent exposure drafts to support implementation planning. The course then shifts to auditing and attestation developments, including the next phase of quality management with a focus on monitoring and remediation requirements. Participants will also review recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits. Designed for preparers, auditors, and firm professionals, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as standards and expectations continue to evolve. 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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Capitalized Costs & Depreciation - Tax Staff Essentials
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Online/Webcast
5.50 Credits
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Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.
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ACPEN: Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online/Webcast
8.00 Credits
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This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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Untying the Knot: Taxes & Divorce
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Online/Webcast
8.00 Credits
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Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: - Filing Status: Determining the correct filing status during and after divorce. - Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts. - Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce. - Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. - Currently-Not-Collectible Status: Understanding when and how to use this option. - Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities. - Lien Discharges & Subordinations: Managing IRS liens on property during divorce. - Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. - Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. 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 Leadership Skills of Tomorrow: Delegate and Listen
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Online/Webcast
2.00 Credits
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Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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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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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