October/November 2015 LCPA CPE Catalog

Society of Louisiana Certified Public Accountants

10/16 Medical & Healthcare Services Workshop10/29 Business Valuation Workshop10/30 Forensic & Litigation Services Workshop11/4 Winter Tech Fest11/9-10 Government Accounting & Auditing Conference11/16 Human Resources Workshop11/19-20 Winter CPE Cluster

KNOWIN THE

Finish strong.

Professional Development & Training

Table of ContentsSchedule at a Glance 3Accounting & Auditing 5Government & Nonprofits 9Management 10Professional Ethics 12Taxation 13Conferences & Workshops 18Webcasts & Webinars 21ITK Word Search 22 LCPA Administration and Registration Rules . Inside Back Cover

AICPA members receive an additional $30 off the advertised registration fee.

Qualifies for Yellow Book

Course is also offered as a webcast or webinar.

CITY KEY: AL = ALEXANDRIA BR = BATON ROUGE KN = KENNER LC = LAKE CHARLES LF = LAFAYETTE MN= MANDEVILLEMO = MONROE NO = NEW ORLEANS NS = NORTHSHOREOS = OUT OF STATE SC = SOUTH CENTRAL SH = SHREVEPORT

CATEGORY KEY: AA = ACCOUNTING & AUDITING GNP = GOVERNMENT & NONPROFITMG = MANAGEMENT PE = PROFESSIONAL ETHICSSK = SPECIALIZED KNOWLEDGE TX = TAXATION

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Like an athlete, you need to be in optimal condition to stay ahead in the business world. Continuing education trains you to keep pace with ever-changing trends and regulations, giving you the endurance to stay on track. As the end of the CPE reporting cycle draws near, we’ll help you get your second wind with a wide variety of quality programs, presenters, and topics to build your competencies. So before you hit the wall and feel like you’re running on empty, turn to LCPA for CPE that makes it easier to finish strong. On your mark. Get set. Know.

Finish strong.

Registration fees: Prices reflect the Member/Non-Member Early Bird fees for each course.

Course times: Unless otherwise noted, all courses are from 8:30 am – 4:30 pm. Registration opens 15 minutes before the course starts.

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October/November 2015 LCPA CPE CatalogKNOW

IN THE

OCTOBER10/1 Governmental and Not-for-Profit Annual Update (GNAU15) SH GNP A. Newman 810/1 Revenue Recognition: Mastering the New FASB Requirements (INRR15) LF AA T. Sheets 810/1 Leveraging the Financial Statement Audit to Add Value to the Client (LFSA15) BR AA J Lieman 810/2 Excel PivotTables (EPT15) BR MG M McClelland 810/2 Ethics for Louisiana CPAs (ETH7PM15) LF PE G. Hazel 410/2 Accounting and Reporting for Not-for-Profit Organizations (FSNPO15) SH GNP A. Newman 810/5 Standards Update for Small Businesses (SUSB215) BR AA A. Oestriecher 810/16 2015 Medical & Healthcare Services Workshop (MED15) BR MG Various 810/19 Ethics for Louisiana CPAs (ETH9AM15) BR PE G. Hazel 410/19 FASB Review for Business & Industry (FASBI15) LF AA T Snell 810/19 Performing Compilation and Review Engagements Under SSARS (PCE215) MO AA K. Oestriecher 810/19 Surgent’s Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions From Acquisition to Exchange or Disposition (TDAP115) KN TX J. Snyder 810/20 The Complete Guide to Payroll Taxes and 1099 Issues (CGPT15) KN TX J. Snyder 810/20 Annual Update for Preparation, Compilation, and Review Engagements (CORU15) LC AA T Snell 810/20 Ethics for Louisiana CPAs (ETH10PM15) AL PE G. Hazel 410/20 Lunch&Learn: Data Security for Small Business (LL515) KN MG L Traina 210/21 Teleconference: Not-for-Profit Accounting, Auditing, & Tax Update (CPN10K15) KN AA Panel 810/21 Teleconference: Not-for-Profit Accounting, Auditing, & Tax Update (CPN10M15) MO AA Panel 810/21 Teleconference: Not-for-Profit Accounting, Auditing, & Tax Update (CPN10S15) SH AA Panel 810/22 Form 990: A Comprehensive Approach to Accurate Preparation (EOF99015) KN TX P. Towle 810/23 Audits of Banks and Other Financial Institutions (BANK15) BR AA J. Brown 810/23 Slashing Taxes for Your Small Business Clients: Corps, Partnerships, & LLCs (STSB15) KN TX P. Towle 810/26 Conducting Government Audits Under GAAS, GAGAS and the Single Audit (CGAU15) KN GNP M. Inzina 810/26 Microsoft Office 365: Your Office, Your Way (MCO415) KN MG M McClelland 410/26 The New Reporting Option: A Financial Reporting Framework for SMEs (SMES15) SH AA A. Bingel 810/26 Securing Your Data: Practical Tools for Protecting Information (ST415) KN MG M McClelland 410/27 Transforming Your Role as Controller to Business Partner (COBP15) KN MG C. Quickel 810/27 Compilations and Reviews: Engagement Performance and Annual Update (CRAU15) SH AA A. Bingel 810/27 Not-for-Profit Accounting and Auditing Update (NAU15) BR AA M. Inzina 810/27 PDF Forms: What Accountants Need to Know (PDF415) KN MG M McClelland 410/27 Technology Update (TU415) KN MG M McClelland 410/28 Advanced Excel (ADE15) KN MG M McClelland 810/28 Analytics and Big Data for Accountants (DAAN15) KN MG C. Quickel 810/28 The Tax and Other Effects of Marriage and Divorce in Louisiana (MDL15) BR TX R. Ladouceur 810/28 Toolkit of Best Practices for Today’s Controller and Financial Manager (TKBP15) LF MG J Cox 810/29 Advanced Controller and CFO Skills (ACCS15) LF MG J Cox 810/29 Tax Forms Boot Camp: LLCs and Partnerships (TBCL115) KN TX B. Greenstein 810/29 2015 Business Valuation Workshop (BVW15) BR SK Various 810/30 Tax Forms Boot Camp: S Corporations (TBCS115) KN TX B. Greenstein 810/30 2015 Forensic & Litigation Services Workshop (LSW15) BR SK Various 8

Date Title & Acronym City Category Speaker Hours

Schedule at a Glance

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NOVEMBER11/2 FASB’s Big 3: Revenue Recognition, Leases, and Financial Instruments (FSBT15) KN AA C. Quickel 811/2 Tax Forms Boot Camp: LLCs and Partnerships (TBCL215) SH TX J. Ingber 811/3 Special Purpose Frameworks: Preparing and Reporting on Cash, Modified Cash and Tax Basis Financial Statements (CMCT15) KN AA C. Quickel 811/3 Tax Forms Boot Camp: S Corporations (TBCS215) SH TX J. Ingber 811/4 2015 Winter Tech Fest (WTBR15) BR MG TBA 811/4 Teleconference: Accounting & Auditing Update (CPN11K15) KN AA Panel 811/4 Teleconference: Accounting & Auditing Update (CPN11M15) MO AA Panel 811/4 Teleconference: Accounting & Auditing Update (CPN11S15) SH AA Panel 811/5 Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, SIMPLEs, SEPs, and Roths (CIRA15) LF TX W. Taylor 811/5 Federal Income Tax Accounting: Maximizing Benefits and Minimizing Costs (INCT15) BR TX W. Harden 811/6 Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM15) LF TX W. Taylor 811/6 AICPA’s Annual Federal Tax Update (PTU15) BR TX W. Harden 811/9 Ethics for Louisiana CPAs (ETH11PM15) SH PE G. Hazel 411/9 Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corps, LLCs, and Partnerships (HMBI15) BR TX A. Auerbach 811/9-10 2015 Government Accounting & Auditing Conference (GAAC15) LF AA Various 1611/10 Ethics for Louisiana CPAs (ETH12AM15) MO PE G. Hazel 411/10 The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning (INBB15) BR TX A. Auerbach 811/10 Multistate Income Tax (MIT15) LF TX B. Nelson 811/11 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI15) KN TX B. Nelson 811/12 Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts (CFIC15) KN AA R. Kral 811/12 Ethics for Louisiana CPAs (ETH13PM15) LF PE G. Hazel 411/12 Applying the Uniform Guidance for Federal Awards in Your Single Audits (INUG15) BR GNP R. Leslie 811/13 Ethics for Louisiana CPAs (ETH14PM15) LC PE G. Hazel 411/13 Internal Controls and Risk Assessment: Key Factors in a Successful Audit (ICRA15) KN AA R. Kral 811/13 Performing Compilation and Review Engagements Under SSARS (PCE315) LF AA K. Oestriecher 811/13 Studies on Single Audit and Yellow Book Deficiencies (SAYB15) BR GNP R. Leslie 811/16 Ethics for Louisiana CPAs (ETH15PM15) SC PE G. Hazel 411/16 2015 Human Resources Workshop (HRW15) KN MG Various 811/17 The Best Individual Income Tax Update Course by Surgent (BITU115) LF TX D. Phillips 811/17 Compilation and Review Standards: Annual Update and Review (CRUR215) SH AA W. Haig 811/17 Identifying Fraudulent Financial Transactions (FEFFT15) BR AA L. Fountain 811/17 Payroll Taxes and 1099 Issues: Everything You Need to Know (GPT15) MN TX W. Murphy 811/17 Lunch&Learn: A CPA’s Guide to Effective Time Management (LL615) KN MG K. Johnson 211/18 Accounting Standards for SMEs: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks (ASUR215) SH AA W. Haig 811/18 The Best S Corp, LLC, and Partnership Update by Surgent (BCPE115) LF TX D. Phillips 811/18 Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies (CYCT15) MN TX W. Murphy 811/18 Internal Control Best Practices for Small and Medium-Sized Entities (ICSM15) BR AA L. Fountain 811/19 Ethics for Louisiana CPAs (ETH8PM15) NS PE G. Hazel 411/19 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability (BFHC215) SH AA W. Haig 811/19 Intermediate Core Tax Issues in Partnerships and LLCs (ICIL15) LF TX J. Vastarelli 811/19 Practical Guide to Small Business Health Insurance and Fringe Benefits (OBCR215) KN TX D. Phillips 811/19-20 2015 Winter CPE Cluster (WINCL15) OS Var Various 1211/20 Surgent’s Advanced Critical Tax Issues for LLCs and Partnerships (ACTL15) KN TX D. Phillips 811/20 Intermediate Core Tax Issues in S Corporations (ICIS15) LF TX J. Vastarelli 811/20 Standards Update for Small Businesses (SUSB315) MN AA A. Oestriecher 811/23 Tax Considerations and Consequences for Closely Held Businesses (CHTX15) BR TX J. Deshayes 811/24 Buying and Selling a Business: The CPA’s Role (BASB15) BR TX J. Deshayes 811/30 Obtaining and Evaluating Audit Evidence (AUDEV15) KN AA M. Inzina 8

Date Title & Acronym City Category Speaker Hours

Schedule at a Glance

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ACCOUNTING & AUDITING

10/1 Leveraging the Financial Statement Audit to Add Value to the Client Jeffrey Lieman

Financial statement audit engagement teams must enhance engagement team audit risk brainstorming, client discussions, results of preliminary analytic procedures, and other audit evidence gathered in order to create a high-quality and profitable audit approach. In addition, financial statement auditors must also place a priority on being a value-added business advisor. This course provides proven tips for ensuring your firm has the capacity to expand your “book of business” in a healthy way.

10/1 Revenue Recognition: Mastering the New FASB RequirementsThomas Sheets

For years, revenue recognition has been the cause of audit failures and the focus of corporate abuse and fraud allegations. Supported by practical examples, this course will help you avoid revenue recognition traps and provide you with latest FASB guidance. In addition, you will understand how the new guidance impacts certain industries as a result of new criteria for recognizing revenue and changes in disclosure requirements.

10/5 Standards Update for Small BusinessesAnne Oestriecher

The annual standards update is a comprehensive overview of accounting, auditing, compilation and review, and ethics standards that have been issued within the past 18 months. In addition to the authoritative standards listed above, non-authoritative standards such as FRF for SMEs™ will be covered in this class.

10/19 FASB Review for Business & IndustryThomas Snell

This comprehensive overview of recent FASB pronouncements provides CPAs in business and industry with a high-level approach to financial reporting issues. Using detailed descriptions and examples of how to implement the new standards, you’ll learn how to assess new and recent FASB pronouncements that have a major effect on all industries. It will give you an understanding of the latest pronouncements and exposure documents, and how to develop implementation strategies.

10/19 Performing Compilation and Review Engagements Under SSARS Kurt Oestriecher

SSARS 21 will become effective on December 31, 2015, and will have the most significant impact on compilation and review engagements since the introduction of these services with the issuance of SSARS 1. (Yes, even more of an impact than SSARS 19!) Kurt will explain every aspect of the changes and provide sample reports, checklists, engagement letters, quality control documentation, and everything else you need to effectively implement SSARS 21.

10/20 Annual Update for Preparation, Compilation, and Review EngagementsThomas Snell

A go-to reference for managing your preparation, compilation, and review engagements, this course will help you comply with all the professional standards surrounding engagements performed in accordance with SSARS. The course covers the entire spectrum of practitioner concerns and introduces the new requirements applicable to engagements to prepare financial statements contained in SSARS No. 21, released in connection with the Accounting and Review Services Committee’s SSARS Clarity project.

Acronym INRR15City LafayetteLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 9/16

Acronym LFSA15City Baton RougeLevel AdvancedCPE 8Early Bird Fee: $289/389Add $50 after 9/16

Acronym PCE215City MonroeLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/1

Acronym CORU15City Lake CharlesLevel UpdateCPE 8Early Bird Fee: $279/379Add $50 after 10/2

Acronym FASBI15City LafayetteLevel UpdateCPE 8Early Bird Fee: $279/379Add $50 after 10/1

Acronym SUSB215City Baton RougeLevel UpdateCPE 8Early Bird Fee: $289/389Add $50 after 9/18

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Acronym BANK15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/7

Acronym SMES15City ShreveportLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/8

Acronym NAU15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/9

ACCOUNTING & AUDITING

10/21 Teleconference:Not-for-ProfitAccounting,Auditing,&TaxUpdatePanel

The FASB recently proposed the first major changes to not-for-profit accounting in more than 20 years. These changes, if adopted, will alter how not-for-profit organizations tell donors, creditors, and the public how they spend and invest their money. The IRS continues to refine and revise the Form 990 and 990-EZ. Our panel will provide you with what you need to know about the latest and most important GAAP and tax proposals and developments affecting nonprofit organizations.

10/23 Audits of Banks and Other Financial InstitutionsJames Brown

This program demonstrates how audit, consulting, and tax associates can learn the accounting, tax, and auditing fundamentals of modern depository and lending institutions and non-bank institutions. The course is complete with practical worksheets and insights such as the applicable metrics that create value for depository and lending institutions. Numerous references to best practice audits allow the auditor and consultants the opportunity to plan efficient and effective audits and reports.

10/26 The New Reporting Option: A Financial Reporting Framework for Small and Medium-Sized EntitiesAlicia Bingel

For many small and medium-sized businesses, preparing financial statements using the special purpose framework, FRF for SMEs™, may provide an alternative to the complexity of US GAAP. This course will provide a comprehensive review of FRF for SMEs™, including examples, illustrations, and hands-on application exercises to help you understand and apply the new framework. A disclosure outline (checklist) for use in preparing and reporting on FRF for SMEs™ financial statements is included as well.

10/27 Not-for-ProfitAccountingandAuditingUpdate Michael Inzina

Get a comprehensive review of what’s happening at the FASB, AICPA, and other professional bodies that may impact accounting and auditing this year, including FASB Statements and Interpretations, Statements on Auditing Standards, Auditing Interpretations, Audit Guides, Statements of Position, exposure drafts and projects in progress, with emphasis on the practical application and impact on practitioners in small to medium-sized firms and members employed in the not-for-profit industry.

10/27 Compilations and Reviews: Engagement Performance and Annual UpdateAlicia Bingel

Specifically designed for compilation and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing compilation and review engagements. Not only will this course bring you up to date on SSARSs requirements and guidance, including SSARS 19, but it will also provide practical examples and illustrations to help you effectively and efficiently perform compilation and review engagements.

11/2 FASB’s Big 3: Revenue Recognition, Leases, and Financial InstrumentsCurtis Quickel

Designed for practitioners in public accounting or business and industry, this course provides a comprehensive review of FASB’s “Big 3” accounting and reporting areas — revenue recognition, leases, and financial instruments — which have a major effect on all industries. We’ll focus on recently issued accounting standards updates and exposure drafts using examples and illustrations to help you better assess and implement the new standards and guidance applicable to your clients or organization.

Cities/Acronyms KN CPN10K15 MO CPN10M15 SH CPN10S15Level UpdateCPE 8Early Bird Fee: $215/315Add $50 after 10/5

Acronym CRAU15City ShreveportLevel UpdateCPE 8Early Bird Fee: $289/389Add $50 after 10/9

Acronym FSBT15City KennerLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/16

Acronym CMCT15City KennerLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/19

Acronym CFIC15City KennerLevel BasicCPE 8Early Bird Fee: $279/379Add $50 after 10/28

ACCOUNTING & AUDITING

11/3 SpecialPurposeFrameworks:PreparingandReportingonCash,ModifiedCashandTaxBasis Financial Statements

Curtis Quickel

This course provides a comprehensive review and hands-on application for preparing and reporting on financial statements using a special purpose framework (SPF). Learn the unique measurement and disclosure requirements of various SPF options, using sample financial statements and illustrative disclosures. You’ll be introduced to the AICPA’s FRF for SMEs™ as we guide you through SPF engagements from acceptance and planning to reporting, highlighting common practice issues.

11/4 Teleconference: Accounting & Auditing UpdatePanel

Learn about the latest accounting, auditing, compilation and review standards and exposure drafts that will dramatically change the performance of audits, compilations and reviews as well as revisions to ethical rules. Our panel will discuss these and other issues of the new accounting & auditing environment especially for those working with or for non-public companies.

11/12 Common Frauds and Internal Controls for Revenue, Purchasing, and Cash ReceiptsRonald Kral

As an accounting professional, you are in a unique position to protect your organization from fraud and human error. Learn how to establish a cost-effective system of controls to reduce your organization’s exposure while maximizing profits. Explore the common areas for misstatements, both unintentional and fraudulent, that fall within an entity’s revenue and purchase cycles and learn how to protect your clients or company against these risks.

11/13 Internal Controls and Risk Assessment: Key Factors in a Successful AuditRonald Kral

Under GAAS, all auditors are required to follow a risk-based approach to auditing. The consideration of internal control is key to risk assessment and to the determination of overall audit approach. This course will review the requirements in a financial statement audit and provide best practices for understanding the internal controls and assessing the design and implementation thereof. Throughout the course we’ll enhance your understanding with exercises designed to illustrate how the concepts apply to practical audit situations.

11/13 Performing Compilation and Review Engagements Under SSARSKurt Oestriecher

SSARS 21 will become effective on December 31, 2015, and will have the most significant impact on compilation and review engagements since the introduction of these services with the issuance of SSARS 1. (Yes, even more of an impact than SSARS 19!) Kurt will explain every aspect of the changes and provide sample reports, checklists, engagement letters, quality control documentation, and everything else you need to effectively implement SSARS 21.

11/17 Identifying Fraudulent Financial TransactionsLynn Fountain

Financial statement fraud continues to plague corporate America and remains at the center of the CPA’s forensic investigation. This course defines the nature of financial statement fraud, the auditor’s responsibilities for fraud and a framework for preventing and detecting fraud. You will analyze a variety of schemes and learn how to spot the red flags of fraud in financial information.

Cities/Acronyms KN CPN11K15 MO CPN11M15 SH CPN11S15Level UpdateCPE 8Early Bird Fee: $215/315Add $50 after 10/20

Acronym ICRA15City KennerLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/29

Acronym PCE315City LafayetteLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/29

Acronym FEFFT15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 11/2

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Acronym CRUR215City ShreveportLevel Update/IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 11/2

Acronym ICSM15City Baton RougeLevel BasicCPE 8Early Bird Fee: $279/379Add $50 after 11/3

Acronym ASUR215City ShreveportLevel Update/IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 11/3

Acronym BFHC215City ShreveportLevel Update/IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 11/4

ACCOUNTING & AUDITING

11/17 Compilation and Review Standards: The Annual Update and ReviewWalter Haig

This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must understand in order to properly perform compilation and review engagements. The highlight of this course is an in-depth analysis of the new SSARS 21 guidance.

11/18 Internal Control Best Practices for Small and Medium-Sized EntitiesLynn Fountain

Often the internal control “best practices” that have evolved over time are based on large entity environments and are not necessarily relevant to small and medium-sized entities. This course will show you the best practices for designing, implementing, monitoring, evaluating, and auditing cost-effective internal controls for small and medium-sized entities.

11/18 Accounting Standards for Small and Medium-Sized Businesses: The Annual Update and Review ofGAAPandtheTax,Cash,andAICPASpecialPurposeFrameworks

Walter Haig

This course provides an update of the recent changes that have occurred in the US Accounting Standards Codification that are particularly relevant to small and medium-sized entities (SMEs). In addition, this course provides a detailed review of the new AICPA Financial Reporting Framework for SMEs.

11/19 TheBusinessFinancialHealthCheckup:AProcesstoIdentifyMisstatementsandProfitabilityWalter Haig

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools for predicting the future success of a business. This course also provides practical guidance for the effective use of benchmarking and analytical procedures.

11/20 Standards Update for Small BusinessesAnne Oestriecher

The annual standards update is a comprehensive overview of accounting, auditing, compilation and review, and ethics standards that have been issued within the past 18 months. In addition to authoritative standards, non-authoritative standards such as FRF for SMEs™ will be covered.

11/30 Obtaining and Evaluating Audit EvidenceMichael Inzina

Why do auditors sometimes fail to pursue red flags? How do auditors’ belief systems affect audit evidence? What can auditors learn from the scientific method? Becoming a better auditor means learning to make better inquiries, apply professional skepticism and critical thinking to audit evidence obtained, and recognize that anything is possible. The material includes a detailed review of AU-C Section 5-1, Audit Evidence.

Acronym SUSB315City MandevilleLevel UpdateCPE 8Early Bird Fee: $289/389Add $50 after 11/5

Acronym AUDEV15City KennerLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 11/11

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Acronym GNAU15City ShreveportLevel UpdateCPE 8Early Bird Fee: $279/379Add $50 after 9/16

Acronym FSNPO15City ShreveportLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 9/17

Acronym CGAU15City KennerLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/8

Acronym INUG15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/28

Acronym SAYB15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/29

10/1 GovernmentalandNot-for-ProfitAnnualUpdateDavid Bales

Change is inevitable and at times overwhelming if you are unprepared. Make sure you’re up to date in governmental and not-for-profit accounting and auditing standards. This course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits.

10/2 AccountingandReportingforNot-for-ProfitOrganizationsDavid Bales

This course provides you with the tools necessary to enhance your not-for-profit accounting skills and create value-added services to clients. We take you beyond the theory through a case-study-intense, highly interactive, classroom environment where you will examine, evaluate, and perform 21 case studies enhancing your working knowledge of fundamental not-for-profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits, and options allowed under GAAP.

10/26 Conducting Government Audits Under GAAS, GAGAS and the Single AuditMichael Inzina

This course provides a broad overview of the audit of local governments, with emphasis on using risk assessment to achieve efficiency. Topics include applicable standards, independence considerations, engagement planning, single audit requirements, internal control, audit program design and modification, sampling, accounting and auditing for cash, investments, revenues and receivables, expenditures and payables, payroll, property and equipment, long-term debt, fund equity, and more.

11/12 Applying the Uniform Guidance for Federal Awards in Your Single AuditsRobert Leslie

Does a single audit have you running in circles? This course provides you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance for Federal Awards and the Single Audit Act. Make sure your skills are up-to-date with the latest information in this challenging audit area.

11/13 StudiesonSingleAuditandYellowBookDeficienciesRobert Leslie

In this course, learn how to avoid common deficiencies found in single audits and Yellow Book engagements using simulated case studies and practice exercises with lessons for today’s issues. These case studies and practice exercises are based on the Yellow Book and the Uniform Guidance for Federal Awards. They’ll help you avoid common mistakes and recognize deficiencies before it’s too late.

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Course coordinators check in registrants, distribute materials, and collect attendance

No Clipping NecessarySave 50% off the already discounted member rate!

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CANCELLED

Acronym EPT15City Baton RougeLevel AdvancedCPE 8Early Bird Fee: $279/379Add $50 after 9/17

Acronym LL515City KennerLevel BasicCPE 2Fee: $45/70

Acronym MCO415City KennerLevel IntermediateCPE 4Early Bird Fee: $159/209Add $50 after 10/8

Acronym ST415City KennerLevel IntermediateCPE 4Early Bird Fee: $159/209Add $50 after 10/8

10/2 ExcelPivotTablesWill Fleenor

PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. This course begins with how to build basic PivotTables and progresses throughout the day to advanced topics, including grouping and ungrouping data, creating calculated items and fields, PivotTables consolidated from multiple data ranges, and PivotTables dynamically linked to external databases, Slicers, PowerPivot, and more.

10/20 Lunch&Learn: Data Security for Small BusinesLisa Traina

It’s really no longer a matter of ‘if’ but ‘when’ a business will experience a cyber-breach of some kind. Small businesses are not immune and every business has data and bank accounts they would like to protect. This valuable session will provide the information you need to know to reduce your risks. Topics include the top security issues, information security myths, the current threat landscape, preventive measures, mobile devices, cloud storage, third party due diligence and more.

10/26 MicrosoftOffice365:YourOffice,YourWayMac McClelland

In this seminar, you will learn the value proposition behind Office 365, how to take advantage of its features, and how to configure Office 365 services such as email, Office Web Apps, collaboration tools, instant messaging, and online meeting. After completing this course, you and your team will be able to work from just about anywhere, on almost any device, and at virtually any time using Office 365.

10/26 Securing Your Data: Practical Tools for Protecting InformationMac McClelland

Security is not optional and yesterday’s security techniques are not working as effectively as they once were. It’s time to tune up what you know about protecting sensitive data. Security failures, such as a breach of client or customer data, are costly — they can even drive an organization out of business. In this course, you’ll learn about the latest tools and techniques for encryption, virus protection, secure communications, secure authentication, and more.

10/27 Transforming Your Role as Controller to Business Partner Curtis Quickel

A successful controller will go beyond financial statements, internal controls and general accounting to create new value for the organization. We’ll explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller from being simply internal process and transaction oriented to being externally focused and understanding the industry and macro trends.

10/27 PDFForms:WhatAccountantsNeedtoKnowMac McClelland

Imagine converting timesheets, expense reports, time-off requests, estimates, invoices, and more into interactive PDFs that can be automatically distributed, collected, summarized, and imported into accounting applications with just a few keystrokes. In this course, you’ll learn how to create PDF forms, add calculations to your forms, and how to automate the process of distributing forms, collecting responses, and summarizing the responses in one file.

MANAGEMENT

Acronym COBP15City KennerLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/9

Acronym PDF415City KennerLevel IntermediateCPE 4Early Bird Fee: $159/209Add $50 after 10/9

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Acronym ADE15City KennerLevel AdvancedCPE 8Early Bird Fee: $279/379Add $50 after 10/13

Acronym DAAN15City KennerLevel BasicCPE 8Early Bird Fee: $279/379Add $50 after 10/13

10/27 Technology Update Mac McClelland

Do you sometimes feel lost in the technology jungle? Would you like clear guidance regarding Windows, Office, the cloud, security, and other tech issues? This course covers the major trends in hardware, software, and services and how to use these tools to meet organizational objectives both efficiently and effectively. More than just a course on the latest computers, you will learn about the full spectrum of practical technology available and how to implement these tools for maximum impact.

10/28 AdvancedExcelMac McClelland

This course takes experienced, self-taught Excel users to the next level. It provides real world examples developed by accountants for accountants in the following areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information.

10/28 Analytics and Big Data for AccountantsCurtis Quickel

Analytics is the new force driving business. Tools have been created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators using the unprecedented amount of data now flowing into organizations. In this course you will discuss leading-edge topics in analytics and finance in a session that is packed with useful tips and practical guidance you can apply immediately.

10/28 Toolkit of Best Practices for Today’s Controller and Financial ManagerJohn Cox

When an organization fails, it’s usually due to a number of undetected, poor practices, like a lack of understanding of costs, poor asset allocation, failure to identify risk, and so on. This course demonstrates techniques and analytical tools specifically designed to help financial professionals add value to their company by improving decision-making, cost and capacity management, selected accounting practices, cash management, valuation techniques, risk management, and more.

10/29 Advanced Controller and CFO Skills John Cox

This course examines best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. You will learn 10 specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible. Show the company’s leadership how vital you are to their profitability!

11/17 Lunch&Learn: A CPA’s Guide to Effective Time ManagementKaren Johnson

What would you do to get two more productive hours in your day? What would it mean to your firm or to you personally to get more done in less time? Karen facilitates this highly interactive workshop that will give you the tools and techniques to get more out of your day, without taking more out of you! You will learn, among other things, the most powerful time management tool on the planet. You’ll pick up tips and techniques to increase your productivity and decrease your stress.

Acronym TKBP15City LafayetteLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/13

Acronym LL615City KennerLevel BasicCPE 2Fee: $45/70

Acronym ACCS15City LafayetteLevel AdvancedCPE 8Fee: $279/379Add $50 after 10/14

Acronym TU415City KennerLevel IntermediateCPE 4Early Bird Fee: $159/209Add $50 after 10/9

MANAGEMENT

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Level BasicCPE 4Early Bird Fee: $165/215

PROFESSIONAL ETHICS

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Ethics for Louisiana CPAsGrady Hazel

This course covers the principles that underlie the AICPA Code of Professional Conduct and identifies how AICPA ethics rules require CPAs in business to maintain their integrity in performing professional services. It also analyzes the ethical rules that apply to you as a tax practitioner practicing before the IRS and as an AICPA member and it describes the standards of competence and due professional care. You will be able to identify what you need to know about the Louisiana Statutes.

Date City Acronym Add $50 after 10/2 Lafayette ETH7PM15 9/17 10/19 Baton Rouge ETH9AM15 10/110/20 Alexandria ETH10PM15 10/211/9 Shreveport ETH11PM15 10/2311/10 Monroe ETH12AM15 10/2611/12 Lafayette ETH13PM15 10/2811/13 Lake Charles ETH14PM15 10/2911/16 South Central ETH15PM15 10/3011/19 Mandeville ETH8PM15 11/4

Support LCPA’s legislative outreach efforts.

With a special session likely to occur under a new governor, your support will be crucial through the upcoming election cycle and beyond to make sure our voice continues to be heard.

There is strength in numbers.

The strength of the LCPA Political Action Committee (PAC) lies not only in the amount of money collected, but also in the number of individual donors, so any contribution helps.

Donate at lcpa.org/BackThePAC

We’re all in this together.

Acronym TDAP115City KennerLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/1

Acronym CGPT15City KennerLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/2

Acronym EOF99015City KennerLevel BasicCPE 8Early Bird Fee: $279/379Add $50 after 10/6

Acronym STSB15City KennerLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/7

Acronym MDL15City Baton RougeLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/13

Acronym TBCL115City KennerLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/14

10/19 Surgent’sComprehensiveGuidetoTaxDepreciation,Amortization,andPropertyTransactions FromAcquisitiontoExchangeorDisposition

Jeffrey Snyder

Seemingly every year, economic stimulus packages drastically change depreciation rules. The purpose of this course is to provide an updated in-depth analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property, with an emphasis on identifying special planning opportunities and pitfalls. This reference manual contains many examples and cases to illustrate the most important points CPAs need to be aware of.

10/20 TheCompleteGuidetoPayrollTaxesand1099IssuesJeffrey Snyder

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The IRS has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.

10/22 Form 990: A Comprehensive Approach to Accurate PreparationPeter Towle

Discover the tax information and not-for-profit organization issues you need to prepare the current Form 990. This course will cover the numerous tax reporting demands the 990 imposes, including how to respond to its inquiries. Participants will gain the tax knowledge necessary both to complete Form 990 properly and advise exempt clients on the Form’s complexities and demands.

10/23 SlashingTaxesforYourSmallBusinessClients:Corporations,Partnerships,&LLCsPeter Towle

Solid tax planning strategies are essential for your corporate and small business clients. Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets. We’ll answer the tough questions and show you what strategies are best for your clients as a result of the most recent tax reform.

10/28 TheTaxandOtherEffectsofMarriageandDivorceinLouisianaRay Ladouceur

This course will help you properly plan for the tax and financial effects of marriage and divorce considering Louisiana’s unique community property law principles. Every CPA needs to have a basic understanding of these topics.

10/29 TaxFormsBootCamp:LLCsandPartnershipsBrian Greenstein

Future tax specialists must have a strong base in the preparation of partnerships and limited liability company’s returns. This boot camp provides an in-depth foundational center of the forms, along with other common to advanced issues of partnerships and limited liability companies. The course includes a hands-on approach to completing a Form 1065, including a “filled-in” answer to a sample taxpayer return.

TAXATION

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Acronym TBCS115City KennerLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/15

Acronym TBCL215City ShreveportLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/16

Acronym TBCS215City ShreveportLevel BasicCPE 8Early Bird Fee: $289/389Add $50 after 10/19

Acronym INCT15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/21

Acronym CIRA15City LafayetteLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/21

Acronym PTU15City Baton RougeLevel UpdateCPE 8Early Bird Fee: $279/379Add $50 after 10/22

TAXATION10/30 TaxFormsBootCamp:SCorporations

Brian Greenstein

This course guides new, rusty, or returning-to-practice accountants and staff with a detailed study of the key fundamentals of S corporation rules from formation through distributions. Through use of numerous cases and examples (both simple and complicated), you’ll learn how S corporation income and expenses flow into the shareholders returns. Certain worksheets and a 6-step process to accurately complete Form 1120S and related sub-schedules are included.

11/2 TaxFormsBootCamp:LLCsandPartnershipsJonathan Ingber

Future tax specialists must have a strong base in the preparation of partnerships and limited liability company’s returns. This boot camp provides an in-depth foundational center of the forms, along with other common to advanced issues of partnerships and limited liability companies. The course includes a hands-on approach to completing a Form 1065, including a “filled-in” answer to a sample taxpayer return.

11/3 TaxFormsBootCamp:SCorporationsJonathan Ingber

This course guides new, rusty, or returning-to-practice accountants and staff with a detailed study of the key fundamentals of S corporation rules from formation through distributions. Through use of numerous cases and examples (both simple and complicated) participants also learn how S corporation income and expenses flow into the shareholders returns. Certain worksheets and a 6-step process to accurately complete Form 1120S and related sub-schedules are included.

11/5 FederalIncomeTaxAccounting:MaximizingTaxBenefitsandMinimizingTaxCostsWilliam Harden

While characterization (identifying ordinary income, capital gain, exempt income, deductible expenses, etc.) understandably plays a central role in tax practice, timing issues (when an item is reflected on the tax return) are just as important. Since tax planning often involves deferral rather than exclusion, a solid understanding of income tax accounting rules is essential to maximizing benefits. This course addresses a broad spectrum of tax accounting principles every practitioner should know.

11/5 CompleteStrategiesforMaximizingContributions,Rollovers,Distributions,andEstatePlanningof IRAs, SIMPLEs, SEPs, and Roths

William Taylor

Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide for tremendous planning opportunities, they are very complex. The purpose of this course is to provide insight into this important area of practice.

11/6 AICPA’sAnnualFederalTaxUpdateWilliam Harden

This comprehensive course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax-planning and compliance engagements. Cover current developments affecting individuals, business entities, estates and trusts, retirement plans, and more.

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Acronym DRMM15City LafayetteLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/22

Acronym HMBI15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/23

Acronym INBB15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 10/26

Acronym MIT15City LafayetteLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/26

Acronym BADI15City KennerLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 10/27

11/6 DeterminingHowMuchMoneyYouNeedtoRetire:TaxIdeasandMoneyManagementWilliam Taylor

Help your clients implement tax-effective investment and portfolio strategies for real after-tax retirement income maintenance and wealth accumulation. Topics include a host of specific tax planning and money management issues, both pre- and post-retirement, within the broader context of the fundamentals of asset allocation and portfolio management, coordinating retirement plans and taxable saving, advanced tax-adjusted time value principles, and asset risk/return and income-tax relationships.

11/9 Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

Arthur Auerbach

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

11/10 TheTop50MistakesPractitionersMakeandHowtoFixThem:IndividualTaxand Financial Planning

Arthur Auerbach

The best laid plans of mice and men oft go astray. Every practitioner has been confronted with a client who has a different twist on a tax plan or idea. This course focuses on the law in order to break down 50 situations in which a taxpayer has attempted to push one of these plans or ideas. The study of the law underlying the tax mistakes made will assist practitioners in satisfying their professional standards of practice and will help you in preparing Form 1040.

11/10 MultistateIncomeTaxBruce Nelson

You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can’t afford to be out-of-date with your knowledge of this critical tax area.

11/11 Basis/DistributionsforPass-ThroughEntities:SimplifyingtheComplexitiesBruce Nelson

This course addresses the rules used to determine basis for partnerships and S Corporations, and puts the computation of basis in contexts that often come under scrutiny — loss limitations, distributions, and sales of an interest, among others. Learn the crucial rules for computing the adjusted basis and the tax treatment of distributions of pass-through entities, with a focus on the computation of the basis and the at-risk amount for these entities.

TAXATION

15

Acronym BITU115City LafayetteLevel UpdateCPE 8Early Bird Fee: $289/389Add $50 after 11/2

Acronym CYCT15City MandevilleLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 11/3

Acronym GPT15City MandevilleLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 11/2

Acronym BCPE115City LafayetteLevel UpdateCPE 8Early Bird Fee: $289/389Add $50 after 11/3

Acronym OBCR215City KennerLevel UpdateCPE 8Early Bird Fee: $289/389Add $50 after 11/4

Acronym ICIL15City LafayetteLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 11/4

TAXATION11/17 TheBestIndividualIncomeTaxUpdateCoursebySurgent

Deborah Phillips

This year’s significant changes to the tax environment require sound planning in 2015 for individual clients to respond effectively. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will help you bring new developments and tax-saving ideas to your clients and their growing needs in light of post-election developments.

11/17 PayrollTaxesand1099Issues:EverythingYouNeedtoKnowWilliam Murphy

This course is designed to give you practical pointers for managing the payroll tax and reporting function. Learn how to avoid the frequent penalties in payroll tax reporting and stay up-to-date with the latest information. It also shows how to handle reporting and withholding requirements for employee fringe benefits. Master the often confusing rules for Form 1099-MISC, including when and how much to report.

11/18 CutYourClient’sTaxBill:IndividualTaxPlanningTipsandStrategiesWilliam Murphy

Make sure your clients are protecting themselves from the onslaught of higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will keep more money in the hands of your clients and make you look like a hero!

11/18 The Best S Corporation, Limited Liability, and Partnership Update by SurgentDeborah Phillips

Practitioners need to keep abreast of all tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs.

11/19 APracticalGuidetoSmallBusinessHealthInsuranceandFringeBenefits:2015andBeyondDeborah Phillips

The Affordable Care Act (ACA) is in the process of being fully implemented. Both otherwise uninsured individuals and employers with 50 or more full-time or full-time equivalent employees must be on top of the complicated ACA rules as they apply in 2015 and beyond. This course will focus on the key issues and planning strategies that tax practitioners need to know in order to advise their clients on this far-reaching legislation.

11/19 IntermediateCoreTaxIssuesinPartnershipsandLLCsJames Vastarelli

As they gain experience, staff are asked to take more complex assignments with less supervision. This course uses case studies to apply federal tax rules to LLCs, and covers formation, LLC taxation election issues, pre-contribution appreciation in assets, basis implications of recourse and nonrecourse debt, special allocations of income and deductions, basis step-up under §754 on transfer of an ownership interest, self-employment tax issues, and termination/liquidation of the LLC.

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Acronym ACTL15City KennerLevel AdvancedCPE 8Early Bird Fee: $289/389Add $50 after 11/5

Acronym ACTL15City KennerLevel AdvancedCPE 8Early Bird Fee: $289/389Add $50 after 11/5

Acronym ICIS15City LafayetteLevel IntermediateCPE 8Early Bird Fee: $289/389Add $50 after 11/5

Acronym CHTX15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 11/6

Acronym BASB15City Baton RougeLevel IntermediateCPE 8Early Bird Fee: $279/379Add $50 after 11/9

11/20 Surgent’sAdvancedCriticalTaxIssuesforLLCsandPartnershipsDeborah Phillips

This course will give you an in-depth look at selected advanced-level issues affecting LLCs and LLPs. You’ll identify the tax and non-tax advantages and disadvantages of LLCs and partnerships, discuss the impact of cash and property distributions, and cover the tax consequences of a sale of an interest and distinguish such consequences from the tax consequences when a partnership or LLC is acquired or merges into another LLC or partnership.

11/20 IntermediateCoreTaxIssuesinSCorporationsJames Vastarelli

As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. This program utilizes a case study approach to apply federal tax rules to their S corporation clients. Case studies based on real life examples are the focal point of this course. The case studies allow for group analysis, discussion, and problem solving.

11/23 TaxConsiderationsandConsequencesforCloselyHeldBusinessesJason Deshayes

Provide insightful recommendations for the challenges faced by your closely held business clients. Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners. The concepts are uniquely laid out in the course to allow you to easily and quickly identify those tax-saving strategies that fit your client’s situation.

11/24 Buying and Selling a Business: The CPA’s RoleJason Deshayes

Become the key adviser to a client or employer who’s buying or selling a business. Your advice will impact your client for years to come! Lead the team of advisers with a keen overview of the transaction in addition to specific tax and accounting technical advice. Buying and selling a business involves more than calculating a transaction gain or loss — it must be valued, due diligence must be conducted, and various stakeholders will be impacted.

TAXATION

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Honoring established and emerging female leaders in Louisiana and the significant contributions they have made to the accounting profession, their organizations, and to the development of women as leaders.

Nomination deadline is January 31, 2016. Awards will be presented at LCPA’s Women’s Leadership Conference in May 2016.

More details at lcpa.org/w2w.

Accentuate the exceptional.

LCPA & AICPA 2016 Women to Watch Awards

CONFERENCES & WORKSHOPS

Registration FeesEarly Bird: $289/389Add $50 after 9/30

Hotel InformationRenaissance Hotel7000 Bluebonnet BlvdBaton Rouge, LA 70810

Rate: $139Group Code: CPAs Medical & Healthcare WorkshopCut-off date: September 25

Registration FeesEarly Bird Fee: $289/389Add $50 after 10/14

Hotel InformationRenaissance Hotel7000 Bluebonnet BlvdBaton Rouge, LA 70810

Rate: $139Group Code: BVLSW15Cut-off date: October 1

Maintaining pace with ever-changing regulations can be a real pain, but the solid health of your company or clients begins with a thorough annual evaluation of operations and procedures that keep compliance up and risk down. The Medical & Healthcare Services Workshop provides comprehensive coverage of the latest industry issues and best practices to insure optimum condition. Open your mind and say...ahhh.

Business valuation and forensic and litigation services require a keen attention to detail — an almost scientific approach to solving complex problems. Accuracy and quality are key elements that factor into high performance. These two specialized workshops — whether taken independently or added together — provide a balance of essential elements to multiply your skills and increase your absolute value.

Sessions• Accounting & Auditing Update

Candy Wright

• Medical Malpractice in LouisianaKen Schnauder & Conrad Meyer

• Federal Healthcare Update Sen. Bill Cassidy, MD

Register online at lcpa.org/med15

2015 Business ValuationWorkshop October 29 • BVW15

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2015 Medical & Healthcare Services WorkshopOctober 16 | Renaissance Baton Rouge | 8 CPE | MED15

Time for your annual check up.

2015BusinessValuationWorkshopOctober 29 • Renaissance Baton Rouge

• Hot Topics in Business Valuation

• Valuation Discounts: Lack of Control & Lack of Marketability

• Goodwill Issues in the Bayou State

• Taxes Affecting S Corps & Other Flow-Through Entities

• Introduction to the Market Approach: Public Peer Comparison

Register online at lcpa.org/bvw15

2015Forensic&LitigationServicesWorkshopOctober 30 • Renaissance Baton Rouge

• Reimbursement Claims Between Spouses

• The CPA’s Role in the Calculation of Spousal and Child Support

• Fencing with Lawyers

• Healthcare Fraud: Schemes, Signs and Safeguards

• How to Tell if Someone is Lying to You

Register online at lcpa.org/lsw15

2015 Forensic & Litigation ServicesWorkshopOctober 30 • LSW15

Your formula for success.

Every day brings new changes — and challenges — to the technology landscape, impacting everything we do. Navigating your way through systems, portals, and programs often can leave you feeling lost. The Winter Tech Fest gives you the direction needed to leverage new and emerging technology trends and tools. This one-day program reboots your tech know-how and brings you up to speed and headed in the right direction.

Register online at lcpa.org/wtbr15

In the world of government accounting and audit-ing, quality performance is everything. The best defense is a strategic offense that includes quality training to make you a year-round champion. The winning starts at LCPA’s Government Accounting & Auditing Conference where we’ll get you in shape for the season ahead. We’ve pulled together a great team of pros on topics to help you tackle all the regulatory challenges you face every day. Don’t fumble around the world of government A&A — get a firm grasp of the issues and score big!

Topics include:• Legislative Auditor Update

• Uniform Guidance

• LLA Issues

• IT Security

• Accounting for Capital Asset Impairment in Disasters

• The Intersection of Fraud & Ethics: When Good People Do Bad Things

Register online at lcpa.org/gaac15

Registration FeesEarly Bird: $289/389Add $50 after 10/20

Hotel InformationCrowne Plaza Hotel4728 Constitution Ave.Baton Rouge, LA 70808

Rate: Single/Double: $109 Club/VIP: $139Group Code: IPMJE

CONFERENCES & WORKSHOPS

Registration FeesEarly Bird (through 10/23) Both Days (GAAC15) • Member $399 • Non-Member $599 Single Day • Member $265 • Non-Member $365 Add $50 after 10/23

Hotel InformationDoubleTree by Hilton1521 W. Pinhook Rd.Lafayette, LA

Rate: $129Group Code: LSCCut-off date: October 23

2015 Government Accounting & Auditing Conference

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Tackle the challenges.

2015 Government Accounting & Auditing Conference November 9-10 • DoubleTree, Lafayette

16 CPE Credits • GAAC15

Winter Tech FestNovember 4 • Baton Rouge

8 CPE Credits • WTBR15

Get up to speed.

CONFERENCES & WORKSHOPS

Registration FeesEarly Bird: $269/369Add $50 after 10/30

Hotel InformationVisit lcpa.org/hotels for more information

Registration FeesEarly Bird: $399/499Add $50 after 11/4

Hotel InformationBeau Rivage Hotel & Casino875 Beach BoulevardBiloxi, MS

Rate: $93/145Group Code: Society of LA CPAsCut-off date: October 30

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In HR, sometimes it feels like you’re walking a tight-rope, struggling to stay in compliance with state and federal regulations while maintaining a profitable and supportive workplace. It requires nothing less than a financial high-wire balancing act. From labor and employment law to employee benefits and technology trends that track human capital investments, the Hu-man Resources Workshop offers you an information safety net to help you effectively manage and lead at optimal performance

Did 2015’s quick consumption of tax law changes and regulations cause you to experience cranial pain with no relief? Ahhhh….that hurts! LCPA’s popular Winter CPE Cluster is your remedy to escape the brain freeze. Warm up to the resort accommodations of the beautiful Beau Rivage while getting up to date on all the hottest topics impacting the accounting profession. Improve your sunny disposition and give your brain a break.

Register online at lcpa.org/wincl15

Find your balance.

2015 Human Resources Workshop

November 16 LCPA Kenner Traning Center 8 CPE Credits • HRW15

Sessions• Changing Culture Through Safety Leadership

• Labor and Employment Law Update

• HR’s Secret Weapon: The Power of Analytics

• General Benefits Update

• What Every CPA Should Know About HIPAA Business Associate Obligations

Register online at lcpa.org/hrw15

Winter CPE Cluster November 19-20 • Beau Rivage, Biloxi, MS 12 CPE Credits • WINCL15

Escape the brain freeze.

WEBCASTS & WEBINARS

Date Title & Acronym CPE

Accounting & Auditing10/1 Fraud and Embezzlement: Risk Management Strategies (CACOFE215) 210/7 Excel Financial Reporting and Analysis (CAEFR15) 810/8 Purchasing, Inventory, and Cash Disbursements: Common Frauds & Internal Controls (WBPCD415) 410/12 Fraud: Recent Findings, Red Flags and Corruption Schemes (WBFRAU415) 410/13 Internal Control & COSO Essentials for Financial Managers and Accountants (WBICDAD115) 810/14 Internal Control and Fraud Reduction Using QuickBooks (CAICFR215) 210/20 Forensic Accounting: Uncovering Schemes and Scams (WBFAFRU215) 410/21 Statement of Cash Flows: Preparation, Presentation, and Use (WBFCFS215) 410/22 PCC Activities, Including Framework, ASU Updates, and the Simplification Initiative (CAPCCA15) 410/29 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect (WBTTFS315) 411/2 Construction Contractors: Accounting, Auditing, and Tax (WBCAAT215) 811/3 Hedging Risks of Foreign Operations and Currency Transactions (CAHEDA15) 811/4 Auditing Employee Benefit Plans (CAEBPE15) 811/6 Financial Statement Disclosures for the Tax Practitioner (CAFSDTP15) 811/6 Not-for-Profit Organizations: Accounting and Auditing Principles and Applications (CANPA15) 811/9 Accounting for Deferred Income Taxes (WBAIT415) 811/11 Auditing Defined Contribution Plans (CAAEMP15) 811/13 Fraud and Cash Receipts: Common Frauds and Internal Controls (WBRCR515) 411/16 Tax Practitioner’s Guide to Accounting and Reporting Issues (CATPAR115) 811/17 Leases: Private Companies (CAPRLA15) 111/20 The Facts: Budgeting, Planning & Forecasting (CATFBP15) 411/23 Internal Control & COSO Essentials for Financial Managers, Accountants & Auditors (WBICDAD215) 811/24 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect (WBTTFS415) 411/30 Budgeting and Forecasting Tools and Techniques (CABFT15) 8

Government10/30 GASB Statement No. 68 Audit and Accounting Workshop (WBGA68215) 411/2 Not-for-Profit Accounting & Reporting: From Start to Finish (WBNPAR415) 811/9 Audits of HUD-Assisted Projects (WBHUD315) 411/18 Not-for-Profit Accounting and Auditing Update (WBNAU215) 4

Management10/2 Excel Power User Module 3: Six Critical Excel Functions (CAEPU315) 210/5 QuickBooks Desktop Data Analysis (CAQBDA15) 210/9 Financial Aid Process (CAFIAP15) 210/16 Excel Power User Module 4: Handling Errors and Comparing Lists (CAEPU415) 210/19 Inspector Gadget Technology Update (CAIGTU15) 210/23 QuickBooks Desktop Accounting Software Overview and Update (CAQB15) 810/23 The Accounting Firm is Flat: How to Lead, Profit and Thrive in a Flat World (CATAFF215) 410/29 Risk, Cost, and Cash Management for Controllers and Financial Managers (WBTKBP415) 410/30 Excel Power User Module 5: Date and Text Functions (CAEPU515) 211/2 Investment Planning: Developing Client-Centered, Long-Term Financial Strategies (CACCIP15) 811/4 Using Email Effectively (CAUSEE215) 211/5 Career Coaching Millennials (CAMGML15) 211/9 Stocks, Bonds and Mutual Funds: A Comprehensive Guide to Successful Investing (CASBMF15) 811/9 Best Enhancements in Excel 2007/2010/2013 (CATECHL15) 211/10 Retirement Advising: Accumulation and Decumulation Strategies (CARTAA15) 811/11 Information Security Update (CASITU215) 211/12 Managing Your Time As If It Was Your Money (CAMGTE15) 111/13 Deciphering the Myths & Realities of Comprehensive Risk Management (CASSIP15) 811/13 Excel Power User Module 6: Time-Saving Techniques (CAEPU615) 2

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WEBCASTS & WEBINARSDate Title & Acronym CPE

11/16 QuickBooks Desktop and Online Efficiency Tips and Tricks (CAETQBC215) 211/17 Excel and Access: Tools of the Trade for Business (CAMSA15) 811/17 High-Duty Engagements: Rules, Risks & Tools for Business Management (CACOHD215) 211/18 Building a Remote Consulting Practice (CABRCP15) 211/19 Financial Forecasting: Planning for Success (WBFFMD415) 411/19 Goal-Setting (CAGLST15) 211/30 Personal Financial Planning Challenges: Analysis, Evaluation and Recommendations (CAPFPD15) 8

Specialized Knowledge10/6 Tech Tools and Gadgets for a More Efficient You (CAKTTG15) 811/13 Business Succession Planning and Exit Strategies (CASPBV15) 8

Taxation10/20/15 Social Security and Medicare: Maximizing Retirement Benefits (WBSSM415) 410/26/15 IRS Disputes: Identifying Options for Your Client (WBDIRS415) 411/3/15 Smart Tax Planning Strategies for Individuals (WBCYCT315) 410/20/15 Form 990: The Basics (CAF990215) 410/21/15 Form 990-PF: Private Foundation Basics (CAFPFB215) 410/23/15 Corporate Tax Planning: Actual and Constructive Distributions (CASCLD15) 411/2/15 Educational Tax Benefits (CAEDTB15) 211/3/15 Structuring IC-DISCs to Maximize Your Tax Benefits (CASICD15) 211/4/15 Federal Taxation of Partnerships & LLCs Part I: Formation & Operation (CAFTPOA15) 811/5/15 Passive Activities and Rental Real Estate Income Tax Issues (CAPARE15) 811/6/15 Cost Capitalization A-Z (CACCAZ15) 811/6/15 Incorporating a Business (CAINCB15) 411/10/15 Foreign Trusts: The Basics (CAFTSD15) 111/10/15 Foreign Trusts: Returns and Compliance (CAFTSI15) 111/10/15 Foreign Trusts: How and When to Use Them (CAFTSP15) 111/10/15 Foreign Trusts: Cleaning Them Up (CAFTSA15) 111/18/15 Federal Taxation of Partnerships & LLCs Part II: Sales & Distributions Requests (CAPTRW15) 8

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Search for these accounting terms up, down, forward, backward and on the diagonal

AUDITCOMPILATIONCOMPLIANCECONTROLLERCONTROLSCREDITDEBITDEPRECIATIONENGAGEMENTETHICSEXPOSUREFASBFINANCIALFORENSIC

GAAPGOVERNMENTALLLCPARTNERSHIPPRACTICEPROFITQUALITYREPORTINGREVENUEREVIEWRISKSCORPSTANDARDSTAX

Charges and fees are assessed by when the transactions are RECEIVED, not when the item was mailed or postmarked. The early bird expiration date listed on all course descriptions is two weeks before the course date, not including the actual course date.

If registering less than a week before the course, members should register online, FAX the registration to 504.469.7930, or call our Member Service Center to register. Registrations received after the early bird expiration date will be charged an additional $50.00 late fee per course. While we prefer payment at the time of registration, this is not mandatory.

Non-Member Surcharges: Non-members fees are $100/8-hour, $50/4-hour, and $25/2-hour course. This applies to all CPAs who are not members of LCPA or a reciprocal state CPA society, along with non-CPAs who do not work for an LCPA member. Non-certified staff of LCPA members and LCPA applicants qualify for the discounted member rate. Upon registration, the staff member or CPA applicant must identify themselves as such. The reciprocal state registrant cannot reside

in Louisiana. Non-Reciprocal States: Mem-bers of these state societies must pay the non-member surcharge: AK, FL, GA, Guam, MN, MO, UT, Virgin Islands.

Early Bird Fees: A discount is often given for registrations received at least two weeks prior to the course date. Fees are assessed by when the transactions are RECEIVED, not when the item was mailed or postmarked. The early bird expiration date listed on all course descriptions is two weeks before the course date, not including the actual course date

Cancellation Charges: There is no fee if your cancellation is received at least 10 business days prior to the course date. After that, fees are assessed to cover the cost of pre-ordered materials and facility guarantees for meals, etc. Within 10 business days of the course date, cancellation fees are $35/8-hour course, $20/4-hour course, and $10/2-hour course.

Transfers: You may transfer your registration from one course to another, however addi-tional fees may apply. If the transfer is within

10 working days prior to the original course date, the registration will incur the normal cancellation fee

No-Shows: NO REFUND will be given when registrants fail to show up, without cancel-ling prior to the course.

Educator Discount: Full-time accounting educators can attend CPE courses at a 50% discount by meeting the following require-ments: • Society membership • Employment as a full-time instructor in a Louisiana institute of higher education • May not have a part-time practice On-Site Coordinator Discount: For courses held in any location, including Kenner, Course Coordinators receive 50% off the already discounted member rate. In exchange, Course Coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting course evaluations. (Does not apply to conferences and selected workshops.)

LCPA Administration and Registration Rules

CPE REGISTRATION FORMCOURSE TITLE

COURSE DATE

LAST NAME

❑ WEBSITE ❑ FROM A COLLEAGUE ❑ E-MAIL ❑ MONTHLY CATALOG

❑ ANNUAL INDEX CATALOG ❑ EVENT BROCHURE

STATE

STATE

ZIP CODE

ZIP CODE

NAME OF FIRM/EMPLOYER

MAILING ADDRESS

❑ PLEASE CHECK HERE IF THIS IS A NEW ADDRESS

BUSINESS PHONE ( )

CREDIT CARD #

CARDHOLDER’S NAME AS PRINTED ON CARD:

BILLING ADDRESS

EMAIL ADDRESS ❑ PLEASE CHECK HERE IF THIS IS A NEW EMAIL ADDRESS

ARE YOU INTERESTED IN BEING A CPE COURSE COORDINATOR? ❑ YES ❑ NO (Coordinators receive a 50% discount on course fees held in any location)

BUSINESS FAX ( )

EXPIRATION DATE: _____/______ CVS #

CITY

CITY

FIRST NAME MIDDLE INITIAL

If MCLE Credit is required, please include an additional $50.00

TOTAL FEESENCLOSED

$

IS A MEMBER OF YOUR FIRM/EMPLOYER AN LCPA MEMBER? IF YES, PLEASE LIST NAME OF LCPA MEMBER.❑ YES ❑ NO

ARE YOU A MEMBER OF ANOTHER STATE SOCIETY? IF YES, PLEASE STATE SOCIETY.❑ YES ❑ NO

ARE YOU A CPA?

❑ YES ❑ NO

COURSE LOCATION

IF YOU ARE NOT AN LCPA MEMBER, PLEASE ANSWER THE FOLLOW QUESTIONS.

PAYMENT IS DUE WITH REGISTRATION.COURSE ACRONYM

DO YOU REQUIRE MCLE CREDIT?

❑ YES ❑ NOIF YES, PLEASE ADD $50.00 TO YOUR REGISTRATION FEE

______________

DO YOU REQUIRE CFP CREDIT FOR THIS AICPA OR SURGENT

COURSE?❑ YES ❑ NO

Mail Registration Formand Payment to:

LCPA2400 Veterans Blvd.

Suite 500Kenner, LA 70062

Or Fax to:(504) 469-7930Society Office:

(504) 464-1040(800) 288-5272

A.D.A. COMPLIANCE NOTICEIn order to comply with the Ameri-cans With Disabilities Act, we re-quest that if you have a disability, please let us know at least ten (10) working days prior to the event if alternative accessible arrange-ments are required.

ALL REGISTRANTS MUST COMPLETE THE INFORMATION IN THE SPACES BELOW.

ARE YOU AN LCPA MEMBER?

❑ YES ❑ NO

HOW DID YOU HEAR ABOUT THIS PROGRAM?

LCPA ID NO.

❑ CHECK ENCLOSED ❑ Visa y ❑ MasterCard d ❑ Discover Card t ❑ American Express q

23

Non-ProfitOrganizationU.S. Postage

PAIDNew Orleans, LAPermit No. 498

Society of LouisianaCertified Public Accountants2400 Veterans Blvd., Suite 500Kenner, LA 70062-4739lcpa.org

Register at lcpa.org/ltc15

2015 Louisiana Tax Conference

December 10-11

Hilton New Orleans RiversideUp to 16 CPE Credits • LTC15

Mark your calendar.