August/September 2018 CPE Catalog

Society of Louisiana Certified Public Accountants

On the radar.

KNOWIN THE

Special Events in this Issue:8/10 State & Local Tax Workshop8/16-17 Business & Industry Conference8/23-24 Accounting & Auditing Conference8/29 Estate & Financial Planning Workshop9/19 Small Business Workshop9/20 Accounting & Auditing Symposium9/24 Financial Institutions Conference

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Table of ContentsSchedule at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Accounting & Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Government & Nonprofit . . . . . . . . . . . . . . . . . . . . . . . . . 6Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Personal Development . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Professional Ethics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Taxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Conferences & Workshops . . . . . . . . . . . . . . . . . . . . . . . . 9LCPA Administration and Registration Rules . . . . . . . . . . . . . . . . . Inside Back Cover

LOCATION KEY: AL = ALEXANDRIA BR = BATON ROUGE CV = COVINGTONKN = KENNER LC = LAKE CHARLES LF = LAFAYETTE MO = MONROE NO = NEW ORLEANS SH = SHREVEPORTWEB = ONLINE

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

On the radar. What’s on your radar? New standards? Looming tax changes? Succession planning? Growing your business?

Whatever it is, we’ve got the information you need to hone in on your target . LCPA brings you the highest-quality courses on a diverse selection of topics . We’ll help you scan your industry and strategize your next steps so you don’t miss the mark. Plus we offer a variety of formats, from webcasts to conferences, to plot your course in a setting that meets your needs .

As always, In the Know puts all these courses at your fingertips. Full descriptions and easy online registration are always only a click away at lcpa .org .

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

Qualifies for Yellow Book

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 .

August/September 2018 CPE Catalog KNOW

IN THE

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SCHEDULE AT A GLANCE

Simplify your search. Enter the course acronym into the search box at lcpa.org.

8/1 Update and Review of U.S. GAAP, Tax and Cash Financial Reporting Frameworks (PFSSME118) .....................................................................................KN ............ AA ...........W. Haig...................88/2 Preparation, Compilation and Review Standards: The Best Annual Update and Review of the SSARS (PCRUR118) ..........................................................................................KN ............ AA ...........W. Haig...................88/10 2018 State & Local Tax Workshop (SALT18) ..........................................................................BR ............. TX ...........Various ...................88/15 2018 Leadership Education and Development Workshop (LEAD18) ....................................NO ............ PD ...........Various ...................88/15 2018 Professional Ethics for Louisiana CPAs (ETHBIC18) ...................................................NO ............ PE ...........K. Oestriecher ........38/16 2018 Business & Industry Conference (BIC18) ......................................................................NO ............ MG ..........Various .................168/20 Single Audit From Beginning to End (SABE18) .......................................................................BR ............. GNP ........M. Inzina ................88/21 Lunch&Learn: Sales Tax Update (LL418) ................................................................................KN ............ TX ...........B. Angelico ............28/21 Testing Compliance With Laws and Regulations in a Governmental Audit (TGCA18) ........BR ............. GNP ........M. Inzina ................88/22 2018 Professional Ethics for Louisiana CPAs (ETHLAAC18) ................................................NO ............ PE ...........M. Inzina ................38/23 2018 Accounting & Auditing Conference (LAAC18) ...............................................................NO ............ AA ...........Various .................168/27 K2’s Implementing Internal Controls in QuickBooks Environments (ICQ418) ......................KN ............ MG ..........S. Phelan ................48/27 Obtaining and Evaluating Audit Evidence: Becoming a Better Auditor (AUDEV18) ..............AL ............. AA ...........M. Inzina ................88/27 K2’s Securing Your Data: Practical Tools for Protecting Information (SEC418) ...................KN ............ MG ..........S. Phelan ................48/28 K2’s Excel Financial Reporting and Analysis (EFR18) (EFR18) ..............................................KN ............ MG ..........S. Phelan ................88/28 New Yellow Book Course (YLBK118) ......................................................................................AL ............. GNP ........M. Inzina ................88/29 Teleconference: Financial Statement Preparation, Comp and Review (CPN08K18) .................................................................................................................KN ............ AA ...........Panel ......................88/29 Teleconference: Financial Statement Preparation, Comp and Review (CPN08M18) ..........MO ........... AA ...........Panel ......................88/29 Teleconference: Financial Statement Preparation, Comp and Review (CPN08S18) ...........SH ............ AA ...........Panel ......................88/29 2018 Estate & Financial Planning Workshop (EFP18) ............................................................SH ............ TX ...........Various ...................88/29 K2’sPaperlessOffice(PPO18) ................................................................................................KN ............ MG ..........S. Phelan ................89/12 Teleconference: Business Fraud Update (CPN09K18) ..........................................................KN ............ AA ...........Panel ......................89/12 Teleconference: Business Fraud Update (CPN09M18) .........................................................MN ........... AA ...........Panel ......................89/12 Teleconference: Business Fraud Update (CPN09S18) ..........................................................SH ............ AA ...........Panel ......................89/18 Lunch&Learn: Doing More With Less: Real-Life Time Management That Works (LL518) ...KN ............ PD ...........K. Johnson ............29/19 2018 Small Business Workshop (SBW18) ..............................................................................KN ............ MG ..........Various ...................89/19 2018 Professional Ethics for Louisiana CPAs (ETH418) .......................................................AL ............. PE ...........K. Oestriecher ........39/20 2018 Accounting & Auditing Symposium (AAS18) ................................................................AL ............. AA ...........K. & A. Oestriecher. 89/20 AccountingandReportingforNot-for-ProfitOrganizations(FSNPO18) ..............................KN ............ GNP ........D. Mosley ...............89/21 Real-WorldFraudFoundinGovernmentsandNonprofits(RFGN18) ....................................KN ............ GNP ........D. Mosley ...............89/21 Louisiana Sales and Use Tax (LSUT118) ................................................................................BR ............. TX ...........G. Dressler .............89/24 K2’s Excel Data Magic, Including Advanced PivotTables and Power Pivot (EDM18) ...........KN ............ MG ..........B. Tankersley .........89/24 2018 Financial Institutions Conference (FIC18) .....................................................................BR ............. MG ..........Various ...................89/25 K2’s Business Continuity: Best Practices for Managing the Risk (BCO18) ...........................KN ............ MG ..........B. Tankersley .........89/25 FraudandAbuseinNot-for-ProfitEntitiesandGovernments: Stealing From Everyone (FANG18) ..........................................................................................LF ............. GNP ........G. Clark ..................89/26 K2’s Cloud Computing (CLC18) ...............................................................................................KN ............ MG ..........B. Tankersley .........89/26 FASB’s “Big 3” – Revenue Recognition, Leases, and Financial Instruments (FSBT18) ........LF ............. AA ...........G. Clark ..................89/27 Audit Workpapers: Documenting and Reviewing Field Work (AUDA18) ...............................KN ............ AA ...........S. Taylor .................89/27 Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (TTFS118) ..............KN ............ AA ...........A. Marchetti ...........8

Date Title & Acronym City Category Speaker Hours

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ACCOUNTING & AUDITING

Simplify your search. Enter the course acronym into the search box at lcpa.org.

8/1 Update and Review of U.S. GAAP, Tax and Cash Financial Reporting FrameworksSpeaker: Walter Haig

This course provides an update of the recent changes that have occurred in the US Accounting Standards Codificationthatareparticularlyrelevanttosmallandmedium-sizedentities(SMEs)includingtheleaseaccounting standards.

8/2 Preparation, Compilation and Review Standards: The Best Annual Update and Review of the SSARS

Speaker: Walter Haig

This course includes an analysis of all of the relevant authoritative pronouncements that you need to understand in order to properly perform compilation and review engagements. The highlight of this course is an in-depth analysis of SSARS 21 as amended by SSARS 23, including implementation guidance.

8/27 Obtaining and Evaluating Audit Evidence: Becoming a Better AuditorSpeaker: J. Michael Inzina

Recentauditfailureshavenotbeentheresultofinsufficientauditingstandards!Whydoauditorssometimesfail to pursue the obvious? How do auditors’ belief systems affect audit evidence? What can auditors learn from thescientificmethod?Becomingabetterauditormeanslearningtomakebetterinquiries,applyprofessionalskepticism 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.

8/29 Teleconference: Financial Statement Preparation, Compilation and Review UpdateSpeaker: Panel

ThiscourseisdesignedtohelpCPAswhoperformfinancialstatementpreparation,compilation,orreviewengagements. Our panelists will provide an in-depth examination of the SSARS and will provide practical tips thatwillhelpyouperformprofitablestandardcompliantengagements.

9/12 Teleconference: Business Fraud UpdateSpeaker: Panel

The 2018 Business Fraud Update is another fast-moving seminar that will provide a comprehensive look at the latest developments about fraud from the technical, legal, and operational perspectives and update participants on the most recent legal and regulatory developments in this important area of professional responsibility.

9/26 FASB’s “Big 3” – Revenue Recognition, Leases, and Financial InstrumentsSpeaker: Gregory Clark

You can avoid addressing the elephant in the room for a while. But when there are three elephants in the room, it’s time to address the issues. Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides a comprehensive review of the FASB’s Big 3 areas -- Revenue Recognition, Leases, and Financial Instruments. We’ll analyze these topics using a hands-on approach that will help you better assess and implement the new standards.

Acronym . . . . . . PFSSME118 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 7/17

Acronym . . . . . . . PCRUR118 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 7/18

Acronym . . . . . . . . .AUDEV18 City. . . . . . . . . . . . . . . . . . . .AL Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 8/12

Cities/Acronyms KN . . . . . . . . . . CPN08K18 MN . . . . . . . . . . CPN08M18 SH. . . . . . . . . . . .CPN08S18 Level . . . . . . . . . . . . . .Update CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $215/315 Add $50 after . . . . . . . . . 8/14

Cities/Acronyms KN . . . . . . . . . . CPN09K18 MN . . . . . . . . . . CPN09M18 SH. . . . . . . . . . . .CPN09S18Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $215/315 Add $50 after . . . . . . . . . 8/27

Acronym . . . . . . . . . . FSBT18 City. . . . . . . . . . . . . . . . . . . . LF Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 9/11

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ACCOUNTING & AUDITING

9/27 Audit Workpapers: Documenting and Reviewing Field WorkSpeaker: Summer Taylor

This course introduces the concept of audit data analytics, provides a brief overview of what audit data analytics are, and illustrates how these tools can be integrated into the current audit process. The course will show examples of simple analytic tools that would automate procedures that are currently being performed manually. This course is helpful for beginners, or those who are looking for additional training on how to apply content from the new AICPA Audit Data Analytics guide.

9/27 Fraud Update: Detecting and Preventing the Top Ten Fraud SchemesSpeaker: Anne Marchetti

Many costly fraudulent schemes have occurred because business owners, management, auditors, and employeesfailtorecognizetheredflags,orbecausethereportingandtransactionsystemsdon’thaveadequatecontrols.Thiscoursewillprovidedescriptionsofhowthesemajorfraudsareperpetrated(includingreal-world examples) and the types of cost-effective controls that can be implemented by both small and large businessesandnonprofitentitiestoidentifyandpreventthesedeceptiveacts.

Acronym . . . . . . . . . .AUDA18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . . . . . . . Basic CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 9/12

Acronym . . . . . . . . . TTFS118 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 9/12

ACCOUNTING & AUDITING

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GOVERNMENT & NONPROFIT8/20 Single Audit From Beginning to End

Speaker: J. Michael Inzina

This course is an end-to-end view of the Single Audit process, with emphasis on practical applications, and tips tomakeyoursingleauditsmoreefficient.Particularattentionisdevotedtotheprocessesofauditplanning,identifying and assessing risks, designing risk-responsive procedures that are responsive to risk, and evaluating evidence.Pendingchangestothesingleauditrequirementswillalsobeaddressed.

8/21 Testing Compliance With Laws and Regulations in a Governmental AuditSpeaker: J. Michael Inzina

AICPAStandardsrequirethatauditorsobtainreasonableassuranceaboutmaterialmisstatementsasaresultofnoncompliancewithlawsandregulationsthathaveadirectandmaterialeffectonthefinancialstatements.ThiscourseaddressestheGAASrequirementsforthetypicalgovernmentallawsandregulationsandfocusesonmeetingthedocumentationrequirements.

8/28 New Yellow Book CourseSpeaker: J. Michael Inzina

TheU.S.GovernmentAccountabilityOfficehasissuedanexposuredraftofGovernmentAuditingStandards,otherwise known as “the Yellow Book.” The GAO standards apply in addition to those of the AICPA when requiredbylaw,regulationorcontracttothosewhoperformauditsofgovernments,nonprofitsorotherorganizations.ThiscourseisdesignedtofulfilltheGAGASQualificationRequirement.Itdoesnotaddressperformance audits.

9/20 Accounting and Reporting for Not-for-Profit OrganizationsSpeaker: David Mosley

Through a case-study-intense, highly interactive, classroom environment, this course gives you the tools to go beyond the theory and create value-added services for your clients. You will examine, evaluate and perform casestudiesthatwillenhanceyourworkingknowledgeofnot-for-profitaccountingandreporting,presentationrequirements,notedisclosuresuniquetonot-for-profits,andoptionsallowedunderGAAP.FASB’snewfinancialstatement standard updates will also be covered.

9/21 Real-World Fraud Found in Governments and NonprofitsSpeaker: David Mosley

Through a comprehensive learning approach using examples and informative case studies, you will learn about real-world government and NFP fraud, including cyber-fraud, and your responsibilities when dealing with fraud. Since recognizing fraudulent or deceptive practice is not always easy, this course will highlight fraudsheadliningtoday’snewsandsharpenyourforensicskillswithtechniquestohelpyouidentifybehaviortendencies that may lead to fraudulent activity.

9/25 Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from EveryoneSpeaker: Gregory Clark

Whennot-for-profitsandgovernmentsfallpreytofraudandabuse,itbreakstheheartsofdonorsandtaxpayers.Fraudandabusealsocausesdonorsandtaxpayerstoloseconfidenceinthoseentities.Inthiscourse,we’llfocusonthecommontypesoffraudandabusethatoccurinnot-for-profitsandgovernmentsandalsoaddressthe auditor’s responsibilities related to fraud and abuse. The course materials use a highly illustrative format to increase concept comprehension and retention.

Acronym . . . . . . . . . . SABE18 City. . . . . . . . . . . . . . . . . . . .BR Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . . 8/5

Acronym . . . . . . . . . .TGCA18 City. . . . . . . . . . . . . . . . . . . .BR Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . . 8/6

Acronym . . . . . . . . . YLBK118 City. . . . . . . . . . . . . . . . . . . .AL Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 8/13

Acronym . . . . . . . . .FSNPO18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . . 9/5

Acronym . . . . . . . . . .RFGN18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . . 9/6

Acronym . . . . . . . . . . FANG18 City. . . . . . . . . . . . . . . . . . . . LF Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 9/10

Simplify your search. Enter the course acronym into the search box at lcpa.org.

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8/27 K2’s Implementing Internal Controls in QuickBooks EnvironmentsSpeaker: Steven Phelan

This course illustrates the importance of maintaining a strong system of internal controls by covering the four common types of controls and how to assess the relative condition of the control structure of a small business. With this background in place, the focus then shifts to discovering ways to enhance internal controls in QuickBooks-based environments by using features found in the application, plus procedures for situations where effective controls cannot be established through QuickBooks.

8/27 K2’s Securing Your Data: Practical Tools for Protecting InformationSpeaker: Steven Phelan

Securityisnotoptionalandyesterday’ssecuritytechniqueswon’tworkontoday’ssecuritythreats.Inthisprogram,you’lllearnaboutthelatesttoolsandtechniquesforsecuringyourdata,includingencryption,virusprotection, secure communications, electronic signatures, secure authentication, and more. You’ll also learn howtoimplementaverypractical,five-stepapproachtosecuringyourPCandthetypesofquestionsyoushould be asking to ensure information remains protected.

8/28 K2’s Excel Financial Reporting and Analysis (EFR18)Speaker: Steven Phelan

ThiscoursewillshowyouhowtouseExcelincriticalareassuchasformattingreportsandfinancialstatementsusingadvancedtechniques,assemblingandprintingreportsandschedules,andusingtemplatestoautomatereporting processes. We’ll also cover how to consolidate data from multiple sources, how to create user-friendly Excelvisualizationstoconveyfinancialinformation,andadvanceddataanalysistechniquessuchasPivotTables connected in real-time to your accounting database.

8/29 K2’s Paperless OfficeSpeaker: Steven Phelan

Nooneexpectsacompletely“paperless”office,butreducingtheamountofpaperweshufflecanleadtotremendous rewards. This course will show you how to implement simple, inexpensive document management systems at an individual, work group, or small business level. You’ll also learn how you can implement more sophisticatedandcomprehensivedocumentmanagementsystemsthatwouldbeappropriateforlargerofficesand organizations.

9/24 K2’s Excel Data Magic, Including Advanced PivotTables and Power PivotSpeaker: Brian Tankersley

Inthisprogram,you’lllearnhowtouseautomateddataqueriestolinkdatafromexternaldatabasesintoExceland then transform this data into Data Models. From there, you’ll learn how to use Power Pivot and CUBE formulas to summarize and report this data. You’ll also learn how use advanced features to streamline your reporting processes. Further, you’ll learn how to create compelling visualizations of this data to help your readers understand the true meaning behind the numbers.

9/25 K2’s Business Continuity: Best Practices for Managing the RiskSpeaker: Brian Tankersley

Natural disasters, technology glitches, human failures, and even sabotage and terrorism threaten businesses of all sizes today. Learn how to develop and implement a business continuity plan (BCP) to help manage the risks associatedwithbusinessinterruptions.Learnhowtomanagekeyissuesrelatedtostaffing,howvirtualizationcan speed recovery times, and how Cloud-based storage, synchronization, and mirrored databases can help ensure you always have access to your critical data.

Acronym . . . . . . . . . . .ICQ418 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 4 Early Bird Fee . . . . $169/219 Time. . . . . . . . 1:00 – 4:30 pm Add $50 after . . . . . . . . . 8/12

Acronym . . . . . . . . . . SEC418 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 4 Early Bird Fee . . . . $169/219 Time. . . .8:30 am – 12:00 pm Add $50 after . . . . . . . . . 8/12

Acronym . . . . . . . . . . . EFR18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 8/13

Acronym . . . . . . . . . . . PPO18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 8/14

Acronym . . . . . . . . . . .EDM18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . . . Advanced CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . . 9/9

Acronym . . . . . . . . . . . BCO18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 9/10

MANAGEMENT

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PROFESSIONAL ETHICS

PERSONAL DEVELOPMENT

Simplify your search. Enter the course acronym into the search box at lcpa.org.

9/26 K2’s Cloud ComputingSpeaker: Brian Tankersley

“Cloud Computing.” You’ve heard the term, but what does it really mean and how does it impact you? In this course, you’ll learn the fundamentals of Cloud computing, including what Cloud computing really is and what it is not. More importantly, you’ll learn necessary skills to determine if the Cloud might be right for your organization or for your clients. Additionally, you’ll learn how to migrate to Cloud-based solutions and how to avoidthemajorpitfallsalongtheway.

Acronym . . . . . . . . . . . CLC18 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . Intermediate CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . 9/11

9/18 Lunch&Learn: Doing More With Less: Real-Life Time Management That WorksSpeaker: Karen Johnson

In today’s work environment, increasingly we are expected to accomplish more and more with even less — sound familiar? Karen will give you tools to help you effectively meet the demands you face, without adding more hours to your work day. She will address many topics that currently threaten to trip us up, such as procrastination,prioritization,meetingsandmore….Besuretobeontime!(That’stipnumber1!)

Acronym . . . . . . . . . . . .LL518 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . . . . . . . Basic CPE . . . . . . . . . . . . . . . . . . . . 2 Early Bird Fee . . . . . . .$48/70 Add $50 after . . . . . . . . . . 9/3

MANAGEMENT

Professional Ethics for Louisiana CPAs

Tomeetthestateboard’sethicsrequirementfor2018,we’vepartneredwithLouisiana’sownKurtOestriecherand Mike Inzina, two of the nation’s top instructors, to develop a program that is relevant and impactful. You’ll getexclusiveaccesstoseasonedcontentthatonlycomesfromtheiruniqueandvastexperience.

Level . . . . . . . . . . . . . . . BasicCPE . . . . . . . . . . . . . . . . . . . . 3Early Bird Fee . . . . . . . . .$149

Early bird rates expire approx. 2 weeks before a course.

Date Location Time Speaker Acronym Early Bird Expires

8/15 ....................New Orleans ........ 3:00 – 5:45 pm.....................Kurt Oestriecher .........................................ETHBIC18 .......................7/31

8/22 ....................New Orleans ........ 3:00 – 5:45 pm.....................J. Michael Inzina ......................................ETHLAAC8 .....................8/7

9/19 ....................Alexandria ........... 8:00 – 11:15 am ..................Kurt Oestriecher .........................................ETH418 ...........................9/4

This course fulfills the State Board’s 3-hour ethics requirement for 2018.

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8/21 Lunch&Learn: Sales Tax Update Speaker: Bob Angelico

Bob Angelico is back with his popular update on the current state of the sales and use tax in Louisiana, including recent developments in case law and regulatory and administrative matters and any possible new enactments by the Louisiana Legislature. Bob will review audit issues, the state of sales taxation of digital products in Louisiana, and appeals of sales tax disputes will be discussed. He will also include a brief nuts and bolts of how the sales and use tax works in Louisiana.

9/21 Louisiana Sales and Use Tax Speaker: Gary Dressler

Ourconvolutedstatutesand64localtaxjurisdictionsmakeLouisianaoneofthemostchallengingstatesforsalesandusetaxcompliance.BusinesscanfacesignificantliabilityforsalestaxandcorrespondinginterestandpenaltyastheresultofanauditbyLouisianaoranyofourlocaltaxjurisdictions.ThiscoursewillgiveyouanunderstandingoftheLouisianastatutes,rulesandjurisprudencetohelpyouidentifypotentialliabilitiesand/or overpayments and keep you compliant.

Acronym . . . . . . . . . . . .LL418 City. . . . . . . . . . . . . . . . . . . KN Level . . . . . . . . . . . . . . . Basic CPE . . . . . . . . . . . . . . . . . . . . 2 Early Bird Fee . . . . . . .$48/70 Add $50 after . . . . . . . . . . 8/6

Acronym . . . . . . . . . LSUT118 City. . . . . . . . . . . . . . . . . . . .BR Level . . . . . . . . . . . . . . . Basic CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $299/399 Add $50 after . . . . . . . . . . 9/7

TAXATION

CONFERENCES & WORKSHOPS

8/10 2018 State & Local Tax WorkshopRenaissance, Baton Rouge

It’s been a tumultuous few years in the state legislature, and you can count on LCPA to get to the nitty-gritty of the latest in revised rules and regs, litigation, LDR initiatives, and tax credits and incentives. We assemble the state’s leading authorities to bring you the big picture on essential issues that will impact you and your organizationorclients.RepresentativesfromtheLDRwillbeon-handtoansweryourmostpressingquestions.The State & Local Tax Workshop gives you the tools to help you hold it together, build on the information, and strengthen your skills for the year ahead.

8/15 2018 Leadership Education and Development WorkshopThe Ritz-Carlton, New Orleans

The LEAD workshop is a comprehensive leadership development program for rising stars of the CPA profession. We asked organizational leaders what they thought their young professionals needed most and packed the agenda with those topics presented by world-class speakers. Plus, graduates of the workshop will have continued support and additional resources from LCPA to make sure they’re set up for success.

8/16-17 2018 Business & Industry ConferenceThe Ritz-Carlton, New Orleans

Find your next big idea at the 2018 Business & Industry Conference. You’ll have a chance to mingle with nearly 450CFOs,controllers,financedirectors,andotheraccountingprofessionalsandhearwhat’skeepingthemupat night – and what they’re doing about it. Plus, the agenda is stacked with trailblazing industry leaders who will share best practices (and what not to do) to address a variety of issues, from cybersecurity to forecasting and succession planning. You’ll leave with great ideas and new connections you can use to boost your organization’s bottom line.

Acronym . . . . . . . . . . SALT18 CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $289/389 Add $50 after . . . . . . . . . 7/26

Acronym . . . . . . . . . . LEAD18 CPE . . . . . . . . . . . . . . . . . . . . 8 Registration Fee . . . . . .$199 Add $50 after . . . . . . . . . 7/31

Acronym . . . . . . . . . . . .BIC18 CPE . . . . . . . . . . . . . . . . . . . 17 Early Bird Fee . . . . $429/629 Add $50 after . . . . . . . . . . 8/1

10

CONFERENCES & WORKSHOPS

8/23-24 2018 Accounting & Auditing ConferenceThe Ritz-Carlton, New Orleans

The Accounting & Auditing Conference has the right formula to help you succeed. We’ve assembled some oftheforemostleadersintheirfields,includingeconomistPeterRicchiuti.We’veaddedtherightelementsregulatory updates, technology tips, and best practices. And last but not least, we’ll pull together 350 of the most critical ingredients — you and your peers. Mix this all together in one place and you’ll get solutions to complexissuesandtoolstomakeyoumoreeffectiveandefficient.

8/29 2018 Estate & Financial Planning WorkshopGarden Event Center, Bossier City

Planningforyouroryourclientsfinancialfuturetakespreparation—youneedtosurveythelandscape,chartacourse,andbuildinenoughflexibilityandequipyourselfwiththerighttoolstomakeadjustmentsalongtheway. The Estate & Financial Planning Workshop will help you navigate the current economic climate, prepare for what lies ahead, and help protect you from potential threats along the way so you and your clients will reach yourfinancialgoals.

9/19 2018 Small Business WorkshopLCPA Training Center, Kenner

Honeybeesarehighlyindustrialwhenitcomestogettingthingsdone.Theyhaveclearobjectives,performeffectivelyasonegroup,areflexibleandadapttochange,employexcellentcommunicationskills,andtransform complex information into action — all in an effort to reach a common goal: making honey. The Small Business Workshop draws on that model to bring you the relevant information to keep your organization buzzing along. From leadership development to tax updates to HR and technology, you’ll take away what you need to make a beeline toward sweet success.

9/20 2018 Accounting & Auditing SymposiumHoliday Inn Downtown, Alexandria

Somethingsjustgotogether.Peanutbutterandjelly.Cookiesandmilk.A&Aandchange.Inordertokeepupwith everything, we’ve partnered with our locally grown A&A dynamic duo, Anne and Kurt Oestriecher to bring you the ins and outs of the latest changes. They’ll cover any new auditing standards, revenue recognition, leases,andfinancialinstruments.Plusyou’llgetanupdateoncompandreviewstandards,thePrivateCompanyCouncil,andwhat’shappeningwithaudits.Don’tmissit!

9/24 2018 Financial Institutions ConferenceRenaissance, Baton Rouge

Growingregulatoryreform,demandsforincreasedtransparency,ongoingcompliancerequirements,andtheconstantthreatofcyber-attacksmakethebankingindustryfeellikeit’sinconstantflux.Foranindustrywherestabilityandtrustareessential,thepressuretokeepupcanbesignificant.Thisconferencecoverskeyissuesyou need to be on top of in order to keep the engine humming with few disruptions. You’ll get an update on new regulations and standards, tools for fending off hackers, and an in-depth look at what’s happening in Washington and to the economy.

Acronym . . . . . . . . . . LAAC18 CPE . . . . . . . . . . . . . . . . . . . 16 Early Bird Fee . . . . $429/629 Add $50 after . . . . . . . . . . 8/8

Acronym . . . . . . . . . . . EFP18 CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $279/379 Add $50 after . . . . . . . . . 8/14

Acronym . . . . . . . . . . .SBW18 CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $259/359 Add $50 after . . . . . . . . . . 9/4

Acronym . . . . . . . . . . . AAS18 CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $289/389 Add $50 after . . . . . . . . . . 9/5

Acronym . . . . . . . . . . . . FIC18 CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $289/389 Add $50 after . . . . . . . . . . 9/9

LCPA ADMINISTRATION AND REGISTRATION RULES

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 descrip-tions 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. Registra-tions 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 foranLCPAmember.Non-certifiedstaffofLCPAmembersandLCPAapplicantsqualifyfor the discounted member rate. Upon registra-tion, the staff member or CPA applicant must identify themselves as such. The reciprocal state registrant cannot reside in Louisiana. Non-Reciprocal States: Members of these

state societies must pay the non-member surcharge: AK, FL, GA, Guam, MO, 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 descrip-tions 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 ad-ditional 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 cancelling prior to the course.

Educator Discount: Full-time accounting educators can attend CPE courses at a 50% discountbymeetingthefollowingrequire-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 rep-resentative, handling registration, distributing materials, and collecting course evaluations. (Does not apply to conferences and selected workshops.)

Texas CPAs: Our Texas State Board of Accountancy sponsor number is #010423.

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

PAYMENT IS DUE WITH REGISTRATION.COURSE ACRONYM

DO YOU REQUIRE MCLE CREDIT?❑ YES ❑ NO

IF 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 Americans With Disabilities Act, we request that if you have a dis-ability, please let us know at least ten (10) working days prior to the event if alternative accessible ar-rangements 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 ❑ MasterCard ❑ Discover Card ❑ American Express

Non-ProfitOrganizationU.S. Postage

PAIDNew Orleans, LAPermit No. 498

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

Together for good.

2018 CPA Day of ServiceFriday, September 28

Learn more at lcpa.org/dayofservice.