LCPA Monthly CPE Catalog - c.ymcdn.comc.ymcdn.com/sites/ purpose of this course is to increase your...

InsIde:11/5 iPad Symposium11/7-8 Winter CPE Cluster11/8 Estate & Financial Planning Conference11/12 Small Business Workshop11/14 Oil & Gas Workshop11/15 Human Resources Workshop11/21-22 Government Accounting & Auditing Conference

In Knowthe

LCPA Monthly CPE Catalog November 2013

Society of LouisianaCertified Public Accountants

Stay ahead of the game.

Table of ConTenTsAccounting & Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . .3Brown Bag CPE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Government & Nonprofits . . . . . . . . . . . . . . . . . . . . . . . .8Management & Consulting . . . . . . . . . . . . . . . . . . . . . . .9Professional Ethics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Taxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10CPE Center Calendar . . . . . . . . . . . . . . . . . . . . . . . . 12-13Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Group Teleconference . . . . . . . . . . . . . . . . . . . . . . . . . . 17Webcasts/Webinars . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Conferences & Workshops . . . . . . . . . . . . . . . . . . . . . . 19

Society of Louisiana Certified Public Accountants2400 Veterans Boulevard, Suite 500 • Kenner, LA 70062-4739

504.464.1040 • 800.288.5272 • Fax 504.469.7930 • www.lcpa.org

In Knowthe

LCPA Monthly CPE Catalog

Professional Development & Training

AICPA members receive an additional $30 off the advertised registration fee .AICPA members were sent a promo code via email, or you may call the LCPA Member Service Center at 800 .288 .5272 to get it .

Qualifies for Yellow Book

Note: Unless otherwise noted, courses have no prerequisites oradvanced preparation required .

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How can you win the game when you don’t know the rules? You can’t . That’s why it’s important to stay ahead of the constantly changing rules and regulations that are a part of your job . LCPA offers a wide variety of courses, workshops and conferences that help you tackle tough issues and take your game to new levels . Whether you slam it, swing it, or spike it…the winning starts here .

In the Know puts all of these courses at your fingertips . Full descriptions and easy online registration are only a click away at LCPA .org . Check back often as we frequently add new courses on today’s hottest topics .

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11/4 • Complete Guide to the Yellow Book (YBYB13)The purpose of this course is to increase your confidence and proficiency in performing Yellow Book engagements through a thorough understanding of the standards . The course materials utilize a highly illustrative format to increase concept comprehension and retention .

Requisite Knowledge: Basic audit knowledge .

11/4 • Governmental Accounting and Auditing Update (GAAU13)Get a comprehensive, in-depth review of what’s happening at the GASB, AICPA, GAO and OMB, including GASB 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 in government .

Experience/Prerequisites: Minimum to intermediate level of government/auditing experience .

11/5 • OMB A-133 From A to Z (A13313)To properly communicate, one must know all the letters of the alphabet and rules on how they fit together . To properly perform Single Audits, one must know all of the OMB Circular A-133 audit elements and rules on how they fit together . The purpose of this course is to make sure your Single Auditing skills stand out in this challenging audit area . The course materials utilize a highly illustrative format to increase concept comprehension and retention .

Requisite Knowledge: Basic OMB A-133 audit knowledge . Qualifies for Yellow Book .

11/8 • Loscalzo’s Hands-On Guide to Understanding and Testing Internal Controls (HGTC13)This course will provide tips, tools and techniques to efficiently document your understanding of the client’s controls and to determine where it is either necessary or more efficient to test them . In addition, the program will illustrate how to test internal controls efficiently at the financial statement and assertion level . This program is also recommended for industry CPAs who would like to learn more about improving their entity’s internal controls and avoiding AU 265 comments .

Requisite Knowledge: Basic audit course or experience .

11/11 • Performing Compilation Engagements Under SSARS (PCE313)The ability to assist our clients in preparing financial statements provides tremendous value, yet those financial statements have to be prepared within a set of standards so that they can also be used by third parties . Those standards must be flexible enough to make the engagement affordable for the client, profitable for the CPA, provide usefulness to third parties, but also communicate the limitations inherent in a compilation engagement .

Speaker: . . . . . . . . . . . . . . . . .Kenneth RichardsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376 Add $50 after: . . . . . . . . . . . . . . . . . October 25

Speaker: . . . . . . . . . . . . . . . . . . . . Michael InzinaCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ALTECLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . . October 25

Speaker: . . . . . . . . . . . . . . . . .Kenneth RichardsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . KennerVendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . . October 26

Speaker: . . . . . . . . . . . . . . . . . . . . . Mark MishlerCity: . . . . . . . . . . . . . . . . . . . . . . . . . . Lake CharlesVendor: . . . . . . . . . . . . . . . . Loscalzo AssociatesLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $267/367Add $50 after: . . . . . . . . . . . . . . . . . October 29

Speaker: . . . . . . . . . . . . . . . . . . Kurt OestriecherCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LafayetteVendor: . . . . . . . . . . . . . . Kurt Oestriecher, CPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 1

ACCOUNTING & AUDITING

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11/11 • Testing Compliance With Laws and Regulations in a Governmental Audit (TCGA13)AICPA Standards require that auditors obtain reasonable assurance about material misstatements as a result of noncompliance with laws and regulations that have a direct and material effect on the financial statements . This course addresses the GAAS requirements for the typical governmental laws and regulations and focuses on meeting the documentation requirements .

Experience/Prerequisites: Minimum to advanced level of auditing experience .

11/12 • Alternatives to GAAP – Using Special Purpose Frameworks (CTB13)This course provides the practical information you need to prepare and report on financial statements, presented in accordance with a “special purpose framework” (SPF) (previously known as other comprehensive bases of accounting (OCBOA)) . SPFs discussed include the cash basis, modified cash basis, income tax basis, and AICPA’s Financial Reporting Framework for Small- and Medium-Sized Entities .

11/12 • Single Audit Testing and Documentation (SATD13)Get a review of OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations and the 14 Single Audit requirements, with suggested audit procedures and sample working paper documentation .

Experience/Prerequisites: Minimum to advanced level of auditing experience in performance of Single Audits .

11/13 • FASB CPA Review (FRU13)Emphasizing financial statement disclosures in addition to accounting methods, this course presents implementation guidelines and disclosure illustrations from actual financial statements . Review reporting standards for the balance sheet, income statement and statement of cash flows to gain understanding of the FASB standards that have the greatest impact on accounting and financial reporting .

Requisite Knowledge: Experience in application of accounting standards .

11/14 • Fraud: Catching the Crooks Who Cook the Books (CCCB13)Fraud is a growing problem that costs the US hundreds of billions of dollars each year . The purpose of this course is to help participants understand the nature of fraud, profile who commits it and why, and learn how to prevent it from occurring and detect it when it does occur . Many real live cases of fraud are used to illustrate its concepts and preventative applications .

Speaker: . . . . . . . . . . . . . . . . . . . . Michael InzinaCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ALTECLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 1

Speaker: . . . . . . . . . . . . . . . . . . Kurt OestriecherCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 2

Speaker: . . . . . . . . . . . . . . . . . . . . Michael InzinaCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ALTECLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366 Add $50 after: . . . . . . . . . . . . . . . . November 2

Speaker: . . . . . . . . . . . . . . . . .Thomas KlammerCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPA Level: . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 3

Speaker: . . . . . . . . . . . . . . . . . . . Anne MarchettiCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376 Add $50 after: . . . . . . . . . . . . . . . . November 4


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nRegistration fees:Prices listed 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 each start time .

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11/15 • Exploring the Updated Internal Control Framework: Critical Concepts in Design, Evaluation (UICF13)A well-designed system does not have to prevent or detect all internal control deficiencies – just the ones that matter most to the entity’s objectives . This course will provide practical guidance on what a sound system of internal controls “looks like” and the resulting impact on the financial statement audit, particularly for smaller entities .

Requisite Knowledge: Experience with designing, evaluating, or monitoring internal controls .

11/19 • A&A Issues Facing CPAs (TGNP13)The objective of this course is to enhance participants’ knowledge and application of professional judgment by providing a review of the top accounting and auditing issues faced by preparers of governmental and nonprofit financial statements and their auditors based on calls and inquiries received by both the AICPA and GASB over the past year .

Requisite Knowledge: Experience in governmental accounting and auditing .

11/19 • Compilation and Review Standards Update and Review (CRSU313)This course is designed to help you understand and implement the pronouncements, interpretations and technical practice aids that apply to review, compilation and financial statement preparation engagements . This course will also highlight common deficiencies in compilation and review engagements and how to avoid them .

11/19 • Performing Compilation Engagements Under SSARS (PCE413)The ability to assist our clients in preparing financial statements provides tremendous value, yet those financial statements have to be prepared within a set of standards so that they can also be used by third parties . Those standards must be flexible enough to make the engagement affordable for the client, profitable for the CPA, provide usefulness to third parties, but also communicate the limitations inherent in a compilation engagement .

11/20 • GAAP and OCBOAs for Small and Medium-Sized Entities Update and Review (GAAPOCBOA313)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 an update and review of the accounting standards in the special reporting frameworks; namely, the tax financial reporting framework, the cash financial reporting framework, and the new AICPA Financial Reporting Framework for SMEs .

Speaker: . . . . . . . . . . . . . . . . . . . Anne MarchettiCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . November 5

Speaker: . . . . . . . . . . . . . . . . . . . . . . Jack GeorgerCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . Covington Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 9

Speaker: . . . . . . . . . . . . . . . . . . . . . Walter J . HaigCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . Haig Publishing CompanyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 9

Speaker: . . . . . . . . . . . . . Kurt Oestriecher, CPACity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . Kurt Oestriecher, CPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 9

Speaker: . . . . . . . . . . . . . . . . . . . . . Walter J . HaigCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . Haig Publishing CompanyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . November 10


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11/21 • Auditing Standards Update and Review (AUUR213)This course will enable practitioners to understand and apply the new “clarification” auditing standards that were formally adopted by the AICPA Auditing Standards Board . Further, this course will provide guidance on how to perform an effective and efficient audit engagement of a non-issuer following the new clarification auditing standards .

11/21 • Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today’s Environment (CONS13)In this course, we will discuss why construction accounting and financial reporting are so complex, and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective . We will also explore what the surety looks for in order to maximize potential bond credit, and we will discuss key areas of tax compliance concentrating on those areas which make construction unique .

Requisite Knowledge: Previous experience in the construction industry or in providing service to construction clients .

11/22 • Revenue Recognition: A New Day is Dawning (RERE13)This program will provide participants with practical guidance about how to work with the new concepts and principles being proposed by the FASB . In addition, this manual will discuss general principles of revenue recognition, revenue recognition for products and services, and accounting for multiple element arrangements .

Requisite Knowledge: Basic understanding of current revenue recognition guidance .

11/25-26 • SEC Reporting (SECR13)Comply confidently with the latest SEC reporting requirements with this comprehensive course . It clarifies new, difficult, and important reporting and disclosure requirements while giving examples and tips for ensuring compliance . Learn to apply regulations S-X, S-K, and other SEC guidance, prepare or review financial statements and their related disclosures, and more .

Requisite Knowledge: Ability to prepare standard financial statements and evaluate financial statement disclosures .

11/25 • Real Estate Accounting & Auditing (REAA13)Consider the special qualities of the real estate industry . How do you record asset impairments? How do you handle reporting issues related to cost or market value? If you advise or work for companies with real estate holdings, this course is for you . Learn how to identify the three distinct stages of real estate assets, then examine and apply the accounting and auditing standards governing each stage .

Speaker: . . . . . . . . . . . . . . . . . . . . . . .Walter HaigCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . Haig Publishing CompanyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . November 11

Speaker: . . . . . . . . . . . . . . . . . . . Thomas SheetsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fee: . . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . November 11

Speaker: . . . . . . . . . . . . . . . . . . . Thomas SheetsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . KennerVendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . November 12

Speaker: . . . . . . . . . . . . . . . . . . . . . . . Bob WalterCity: . . . . . . . . . . . . . . . . . . . . . . . . . . Baton Rouge Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Early Bird Fees: . . . . . . . . . . . . . . . . . $399/599Add $50 after: . . . . . . . . . . . . . . . November 15

Speaker: . . . . . . . . . . . . . . . . . . . . . . . Tom SheetsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . November 15



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11/19 • What the Criminals Don’t Want You to Know About Financial Fraud (Webinar Only)(BBL5WEB)Financial fraud is wide spread and can easily contribute to business failure when left undetected . Mark and Jerry will discuss the various types of fraud prevalent in the financial arena today, ways to identify potential fraud before being impacted, and solutions to prevent loss of resources . Emerging payments which aid in fraud prevention will also be discussed, as well as how they can drive efficiencies and automation in the treasury function of an organization .

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Speakers: . . . Mark Brown, Jerry Brodnax Jr .Field of study: . . . . . . . . . . . . . . . . . . . . TaxationTime: . . . . . . . . . . . . . . . . . . . . . . . . 11:30a-1:10pFees: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $37/62

Only available as a webcast .

BROWN BAG CPE

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11/26 • Tackling Real Estate Complexities (REFR13)The real estate industry has some unique and complex accounting and financial reporting challenges . If you advise or work for companies with real estate transactions, holdings, or financial reporting, this course is for you . Learn about real estate accounting and reporting principles from rental operations to such complex issues as estimating fair value .

Requisite Knowledge: Basic knowledge of real estate accounting .

Speaker: . . . . . . . . . . . . . . . . . . . . . . . Tom SheetsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . November 16


Small BuSineSS WorkShop 20

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Sam’s Town Hotel & Casino, ShreveportNov. 12 • 8 CPE Credits • SBW213

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11/4 • Complete Guide to the Yellow Book (YBYB13)The purpose of this course is to increase your confidence and proficiency in performing Yellow Book engagements through a thorough understanding of the standards . The course materials utilize a highly illustrative format to increase concept comprehension and retention .

Requisite Knowledge: Basic audit knowledge .

11/4 • Governmental Accounting and Auditing Update (GAAU13)Get a comprehensive, in-depth review of what’s happening at the GASB, AICPA, GAO and OMB, including GASB 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 in government .

11/5 • OMB A-133 From A to Z (A13313)To properly communicate, one must know all the letters of the alphabet and rules on how they fit together . To properly perform Single Audits, one must know all of the OMB Circular A-133 audit elements and rules on how they fit together . The purpose of this course is to make sure your Single Auditing skills stand out in this challenging audit area . The course materials utilize a highly illustrative format to increase concept comprehension and retention .

Requisite Knowledge: Basic OMB A-133 audit knowledge .

11/11 • Testing Compliance With Laws and Regulations in a Governmental Audit (TCGA13)AICPA Standards require that auditors obtain reasonable assurance about material misstatements as a result of noncompliance with laws and regulations that have a direct and material effect on the financial statements . This course addresses the GAAS requirements for the typical governmental laws and regulations and focuses on meeting the documentation requirements .

Requisite Knowledge: Minimum to advanced level of auditing experience .

11/12 • Single Audit Testing and Documentation (SATD13)Get a review of OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations and the 14 Single Audit requirements, with suggested audit procedures and sample working paper documentation .

Requisite Knowledge: Minimum to advanced level of auditing experience in performance of Single Audits .

Speaker: . . . . . . . . . . . . . . . . .Kenneth RichardsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . . October 25

Speaker: . . . . . . . . . . . . . . . . . . . . Michael InzinaCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ALTECLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . . October 25

Speaker: . . . . . . . . . . . . . . . . .Kenneth RichardsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 After: . . . . . . . . . . . . . . . . . October 26

Speaker: . . . . . . . . . . . . . . . . . . . . Michael InzinaCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ALTECLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 1

Speaker: . . . . . . . . . . . . . . . . . . . . Michael InzinaCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . KennerVendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ALTECLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 2

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



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Speaker: . . . . . . . . . . . . . . . . . . . . . . . .Steven ToupsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .KennerVendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AdvancedCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Early Bird Fees: . . . . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . . . .November 8

Speaker: . . . . . . . . . . . . . . . . Joseph Fehrmann, Jr .City: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .KennerVendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Early Bird Fees: . . . . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . . November 10

Speaker: . . . . . . . . . . . . . . . . . . . . . . Grady HazelVendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Early Bird Fees: . . . . . . . . . . . . . . . . . $165/215

11/18 • Controller & CFO Skills (ACCS13)In this advanced course, you will experience the ten critical skills that add value to your company and boost your career, so you quickly move to the next level of accomplishment . Learn how to translate your firm’s strategies with key performance . Improve your skills in the five key areas needed for success . Align your firm’s strategies with your internal reporting system and become an advocate for your team as you become a powerful agent of change .

Requisite Knowledge: Basic or beginning Controllers course or equivalent experience .

11/20 • Trusted Business Advisor (TAW213)Learn from fellow CPAs the benefits of positioning yourself as your client’s most trusted business advisor and how to engage in dialogue with your clients to achieve this . Furthermore, this workshop will arm you with practical tools to help you better explore your client’s needs and provide the most optimal solutions . With hands on training, you will get the education you need to bring this new philosophy and service model into your practice .

Ethics for Louisiana CPAsThis course explores recent developments in Louisiana professional ethics including independence issues, providing non-attest services and explaining what tax practitioners need to know to comply with the AICPA Statements on Standards for Tax Services and Treasury Department Circular 230 .

Date Time Code Location Add $50 after11/1 8:30a – 12:30p ETHAIAM413 Covington October 2211/5 1:00 – 4:30p ETHAIPM413 Monroe October 2611/6 8:30a – 12:30p ETHAIAM513 Shreveport October 27

MANAGEMENT & CONSULTING

PROFESSIONAL ETHICS

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11/1 • The Best Individual Income Tax Update by Surgent McCoy (BITU113)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 enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments .

Requisite Knowledge: Experience in individual tax planning .

11/4 • Form 990: Tax Basics (EOF99013)This course addresses tricky and potential tax-trap issues you will face . Get practice in completing the revised 990 tax form and solving unique filing problems . Examine the entire Form 990 family: Schedule A, 990T, 990PF, executive compensation reporting, disclosure requirements and guidelines for handling tough UBIT questions .

11/5-6 • 1040 Tax Return Workshop (IITW13)AICPA’s individual tax workshop provides the latest practical insights from nationally recognized tax experts . Reinforce your understanding of frequently used principles, and receive a wealth of tax-planning tips and strategies . Learn how to apply the latest changes when preparing federal income tax returns, and advise clients on new developments and tax-saving ideas for individuals . All key tax return issues are covered during this fast-paced, real-world session .

Requisite Knowledge: Knowledge of individual income taxation and Form 1040 preparation .

11/6 • Larry Stein’s Getting Ready for Tax Season: Individual Tax Clients, Including Self-Employed Schedule (GRTI13)It’s time to get your tax professionals ready for tax season . You will learn key IRS pronouncements, new tax laws, selected tax court cases, and key knowledge for tax season . Larry Stein will highlight new moves, insights, and strategies . Wealth transfer tax planning changes will also be highlighted . This update is for tax pros who focus on the needs of high income, wealthy individuals .

Requisite Knowledge: Basic knowledge of federal taxation .

11/7 • Larry Stein’s Getting Ready for Tax Season: Self-Employed Business Tax Clients, Form 1120S (GRTH13)Come join Larry Stein as he tunes up your professional staff for the busy season . This session focuses on today’s top strategies for Form 1120S, 1065, 1120, and Schedule C . Don’t miss out on the practical insights .

Requisite Knowledge: Basic knowledge of federal taxation .

Speaker: . . . . . . . . . . . . . . . . .William MarutzkyCity: . . . . . . . . . . . . . . . . . . . . . . . . . . Baton Rouge Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . . October 22

Speaker: . . . . . . . . . . . . . . . . . . . . . . . . Rob LyonsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . Baton Rouge Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . . October 25

Speaker: . . . . . . . . . . . . . . . . . . . . . . Mark MirskyCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Level: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateEarly Bird Fees: . . . . . . . . . . . . . . . . . $399/599Add $50 after: . . . . . . . . . . . . . . . . . October 26

Speaker: . . . . . . . . . . . . . . . . . . . . . . . Larry SteinCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . Larry SteinLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $267/367Add $50 after: . . . . . . . . . . . . . . . . . October 27

Speaker: . . . . . . . . . . . . . . . . . . . . . . . Larry SteinCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . Larry SteinLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird: . . . . . . . . . . . . . . . . . . . . . . $267/367Add $50 after: . . . . . . . . . . . . . . . . . October 28

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11/7 • Reading, Understanding, & Structuring LLC & Partnership Agreements From a CPA’s Perspective (RUSA13)Accountants should proactively review agreements when a client is engaged, not only to identify any special provisions but also to determine missing provisions that should be brought to the attention of the principals to avoid tax issues down the road . This course provides critical information to tax practitioners who prepare partnership and LLC tax returns .

Requisite Knowledge: Experience with partnership/LLC clients; an intermediate course in partnerships/LLCs .

11/7 • Shortcuts to Tax Cuts: Individual, Social Sec. & Retirement Planning Tools & Strategies (TXCU213)In the fluid economic environment, clients must protect their income from taxes, their retirement and college funds from inadequacy, and their Social Security from less-than-optimal benefits . This course presents the most important planning ideas wealthy clients and closely held business owners need to consider in 2013 to take advantage of the present and plan for the future .

Requisite Knowledge: Experience in individual income tax planning and income tax return preparation .

11/8 • Larry Stein’s 1040 Solutions and Strategies: Year-End Tax Compliance Version (ITYE13)This new (year-end) version of Larry Stein’s classic 1040 solutions workshop focuses on key federal individual income tax issues . Forms 4797, Schedule E, Schedules K-1, 6252, 8886, 8938, Schedule D, 4952, Schedule C, 4562, 2106, and more will be featured . Larry will also discuss Schedule A and new IRS audit initiatives . Don’t miss out on this invaluable course .

Requisite Knowledge: Basic Knowledge of Federal Taxation .

11/8 • Surgent McCoy’s Multistate Tax Update (MSTU13)Multistate taxation has become more complex and demanding than ever before . In addition to having their own unique tax laws, states have been more focused on enforcement . Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers .

Requisite Knowledge: Experience in corporate taxation .

Speaker: . . . . . . . . . . . . . . . . . . . . .Charles OwenCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . AdvancedCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . . October 28

Speaker: . . . . . . . . . . . . . . . . . . . Robert BarnhillCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . . October 28

Speaker: . . . . . . . . . . . . . . . . . . . . . . . Larry SteinCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner Vendor: . . . . . . . . . . . . . . . . . . . . . . . . Larry SteinLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $267/367Add $50 after: . . . . . . . . . . . . . . . . . October 29

Speaker: . . . . . . . . . . . . . . . . . . . . .Charles OwenCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . UpdateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . . October 29

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November 2013 Monday Tuesday Wednesday Thursday Friday Monday Tuesday Wednesday Thursday Friday

Course Location Abbreviations: AL – Alexandria • BR – Baton Rouge • HO – Houma • KN – Kenner • LC – Lake Charles • LF – Lafayette • MET – Metairie • MO – Monroe • NO – New Orleans • NS – Northshore • SH – ShreveportCourse Location Abbreviations: AL – Alexandria • BR – Baton Rouge • HO – Houma • KN – Kenner • LC – Lake Charles • LF – Lafayette • MET – Metairie • MO – Monroe • NO – New Orleans • NS – Northshore • SH – Shreveport

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(KN) Tackling Real Estate Complexities (REFR13) • Page 7

(KN) Exploring the Updated Internal Control Framework: Critical Concepts in Design, Evaluation (UICF13) • Page 5

(KN) Human Resources Workshop (HRW13) • Page 20

(LC) Loscalzo’s Hands-On Guide to Understanding andTesting Internal Controls (HGTC13) • Page 3

(KN) Larry Stein’s 1040 Solutions and Strategies: Year-End Tax Compliance Version (ITYE13) • Page 11

(LF) Surgent McCoy’s Multistate Tax Update (MSTU13) • Page 11(SH) What You Need to Do Now in Estate Planning Under

the New Tax Law (NLEP13) • Page 14(KN) Estate and Financial Planning Conference (FPC13) • Page 19

(NS) Ethics for Louisiana CPAs (ETHAIAM413) • Page 9

(BR) The Best Individual Income Tax Update by Surgent McCoy (BITU113) • Page 10

(NS) Ethics for Louisiana CPAs(ETHAIAM513) • Page 9

(KN) Larry Stein’s Getting Ready for Tax Season: Individual Tax Clients, Including Self-Employed Schedule • (GRTI13) • Page 10

(KN) Larry Stein’s Getting Ready for Tax Season:Self-Employed Business Tax Clients, Form 1120S (GRTH13) • Page 10

(LF) Reading, Understanding, and Structuring LLC and Partnership Agreements From a CPA’s Perspective (RUSA13) • Page 11

(SH) Shortcuts to Tax Cuts: Individual, Social Security and Retirement Planning Tools and Strategies (TXCU213) • Page 11

(LF) Performing Compilation Engagements Under SSARS(PCE313) • Page 3

(KN) Testing Compliance With Laws and Regulations in a Governmental Audit (TCGA13) • Page 4, 8

(BR) Taxation for Individuals Living Abroad (TILA13) • Page 14

(KN) The Complete Guide to the Yellow Book (YBYB13) • Page 3, 8

(LF) Governmental Accounting and Auditing Update (GAAU13) • Page 3, 8

(BR) Form 990: Tax Basics (EOF99013) • Page 10

(NS) Excel Bootcamp: Top 10 Features Every CPA Should KnowCXEXBC113) • Page 16

(WEB) Webinar: Fundamentals of Estate and Gift Taxation(WEBFEGT13) • Page 18

(SH) GAAP and OCBOAs for Small and Medium-SizedEntities Update and Review (GAAPOCBOA313) • Page 5

(LF) Estate Planning for Wealthy Clients in Louisiana (EPC13) • Page 15

(MO) The Best Individual Income Tax Update by Surgent McCoy(BITU213) • Page 16

(WEB) Webcast: Tax Planning for the Small Business Owners(CPN11BW13) • Page 18

(KN) Trusted Advisor (TAW213) • Page 9

(KN) Controller and CFO Skills (ACCS13) • Page 9

(SH) Annual Federal Tax Update and Hottest Tax Topics (PTU113) • Page 15

(LF) The Best S Corp, LLC, and Partnership Update by Surgent McCoy (BCPE113) • Page 15

(NS) A & A Issues Facing CPAs (TGNP13) • Page 5(SH) Compilation and Review Standards Update and Review (CRSU313) • Page 5

(KN) Performing Compilation Engagements Under SSARS (PCE413) • Page 5(LF) Surgent McCoy’s Annual Tax Planning Guide for S Corps, Partnerships, and LLCs

(TPGS13) • Page 15(LF) The Tax and Other Effects of Marriage and Divorce in Louisiana

(MSD13) • Page 15(WEB) What Criminals Don’t Want You to Know About Financial Fraud

(BBL5WEB) • Page 7

(LF) Alternatives to GAAP – Using Special PurposeFramework (CTB13) • Page 4

(KN) Single Audit Testing and Documentation (SATD13) • Page 4, 8

(NS) Pass-Through Entities Boot Camp (PFIT13) • Page 14

(SH) Small Business Workshop (SBW213) • Page 19

(KN) OMB A-133 From A to Z (A13313) • Page 3, 8

(MO) Ethics for Louisiana CPAs (ETHAIPM413) • Page 9

(BR) iPad Symposium (IPADSYM13) • Page 19

(LF) FASB CPA Review (FRU13) • Page 4(SH) Getting Ready for Busy Season: Guide to New Forms, Filing Issues and

Other Critical Developments (NFFI13) • Page 14(WEB/KN/MO/SH) Teleconference: Basis Tax Considerations for Individuals

(CPN11AK) • Page 17(WEB) Webcast: Basic Tax Considerations for Individuals

(CPN11AW13) • Page 18(WEB) Webinar: Healthcare Reform – The Ins and Outs of the Employer

Shared Responsibility (WEBGIL313) • Page 18

(KN) Fraud: Catching the Crooks Who Cook the Books(CCCB13) • Page 4

(SH) Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer (SSRB13) • Page 14

(WEB) Webinar: The Fundamentals of Planning with Trusts(WEBFPT13) • Page 18

19 (SH) Auditing Standards Update and Review (AUUR213) • Page 6

(KN) Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today’s Environment (CONS13) • Page 6

(MO) From Hiring to Firing and Everything in Between: Legal, Tax and Health Care Issues (HTOF13) • Page 16

(KN) Real Estate Accounting and Auditing (REAA13) • Page 6(WEB) Webinar: Making the Best of Bad Situations:

Medical. Matrimony. Money. (WEBMBBSII13) • Page 18

(KN) Revenue Recognition: A New Day is Dawning(RERE13) • Page 6

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(LF) Government Accounting and Auditing Conference (GAAC13) • Page 20

(LF) Oil & Gas Workshop (OGW13) • Page 20

(BR) SEC Reporting (SECR13) • Page 6

(MS) Winter CPE Cluster (WINBR13) • Page 19(LF) 1040 Tax Return Workshop (IITW13) • Page 10

11/8 • What You Need to Do Now in Estate Planning Under the New Tax Law (NLEP13)The last decade reduced the need for estate planning by increased exemption amounts and lower tax rates . But the environment dramatically changes in 2013, and with it, the tools and techniques employed in sound estate planning . For this reason, practitioners need to rethink many of their strategies and tactics, and identify clients that need to know they may require estate planning .

Requisite Knowledge: Significant knowledge in estate or gift tax planning; attendance at basic estate planning and preparation courses .

11/11 • Taxation for Individuals Living Abroad (TILA13)As our employment, investing and retirement environments become more global and increase in complexity, accountants need to know the tax issues facing U .S . citizens living overseas and foreign nationals living in the United States . Explore tax issues related to cross-border employment, business and investment activities of individuals and opportunities to minimize the potential for double taxation by two or more countries .

11/12 • Pass-Through Entities Boot Camp (PFIT13)This course tackles key business tax issues using a hands on approach and covers the related latest business tax developments . You will receive a wealth of tax-planning tips and strategies . Learn how to apply the latest changes when preparing federal income tax returns and advise clients on new developments and tax-saving ideas for pass-through entities . Many key tax return issues are covered during this fast paced, real-world session .

11/13 • Getting Ready for Busy Season: Guide to New Forms, Filing Issues & Other Critical Developments (NFFI13)Getting ready for busy season involves not only knowing the new tax rules for the current year, but also understanding how the new rules apply to current-year returns . This course provides an up-to-date review of important tax form changes, new tax forms, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns for individuals, partnerships, and LLCs .

Requisite Knowledge: Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year .

11/14 • Social Security, Medicare, & Prescription Drug Retirement Benefits: What Every Baby Boomer (SSRB13)Social Security seems poised for changes in benefits and eligibility age . As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement objectives . This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with it .

Speaker: . . . . . . . . . . . . . . . . . . . Robert BarnhillCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . UpdateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . . October 29

Speaker: . . . . . . . . . . . . . . . . . . . . . . . . Mike FrostCity: . . . . . . . . . . . . . . . . . . . . . . . . . . Baton Rouge Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 1

Speaker: . . . . . . . . . . . . . . . . . . . . . . . . Mike FrostCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . Covington Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 2

Speaker: . . . . . . . . . . . . . . . . . . . . Robert ThelenCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . November 3

Speaker: . . . . . . . . . . . . . . . . . . . . Robert ThelenCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . November 4

TAXATION


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11/18 • Annual Federal Tax Update & Hottest Tax Topics (PTU113)Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this comprehensive course covers all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance .

Requisite Knowledge: Familiarity with federal tax issues for various entities .

11/18 • The Best S Corp, LLC, and Partnership Update by Surgent McCoy (BCPE113)Practitioners need to keep abreast of all tax changes affecting pass-through entities used by their business clients and employer, 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 .

Requisite Knowledge: Experience with pass-through entity clients .

11/19 • Surgent McCoy’s Annual Tax Planning Guide for S Corps, Partnerships, and LLCs (TPGS13)As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential . The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs . This course is essential for CPAs in public accounting and industry who advise these entities or their investors .Requisite Knowledge: A basic course in partnership theory and S corporation theory .

11/19 • The Tax and Other Effects of Marriage and Divorce in Louisiana (MSD13)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 .

11/20 • Estate Planning for Wealthy Clients in Louisiana (EPC13)The course will focus on the interplay between federal rules as applied to a typical Louisiana resident subject to state community property law, and will explore various inter vivos and post-death planning strategies to reduce the effect of transfer taxes .Requisite Knowledge: Basic understanding of estate and gift taxation .

Speaker: . . . . . . . . . . . . . . . . . . . . . .Robert PerezCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . Shreveport Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AICPALevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 8

Speaker: . . . . . . . . . . . . . . . . . . . . Robert GilweeCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoy Level: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . November 8

Speaker: . . . . . . . . . . . . . . . . . . . . Robert GilweeCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . . . . . . . . . . . . . . . . . . .Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird: . . . . . . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . . . November 9

Speaker: . . . . . . . . . . . . . . . . . . . .Ray LadouceurCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . LCPA/Continuing Ed . PublishersLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . . November 9

Speaker: . . . . . . . . . . . . . . . . . . . .Ray LadouceurCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lafayette Vendor: . . . LCPA/Continuing Ed . PublishersLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird: . . . . . . . . . . . . . . . . . . . . . . $266/366Add $50 after: . . . . . . . . . . . . . . . November 10

TAXATION




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Speaker: . . . . . . . . . . . . .Pamela Davis-VaughnCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Monroe Vendor: . . . . . . . . . . . . . . . . . . . . Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . IntermediateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . .November 10

Speaker: . . . . . . . . . . . . .Pamela Davis-VaughnCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Monroe Vendor: . . . . . . . . . . . . . . . . . . . . Surgent McCoyLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . $276/376Add $50 after: . . . . . . . . . . . . . . .November 11

Speaker: . . . . . . . . . . . . . . . . . . . . . . John HigginsCity: . . . . . . . . . . . . . . . . . . . . . . . . . . . . Covington Vendor: . . . . . . . . . . . . . . . . . . . . . CPA CrossingsLevel: . . . . . . . . . . . . . . . . . . . . . . . . .IntermediateCPE: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 CreditsEarly Bird Fees: . . . . . . . . . . . . . . . . . $266/366 Add $50 after: . . . . . . . . . . . . . . . . . October 25iPad Rental (optional) . . . . . . . . . . . . . . . . . . $40

11/20 • The Best Individual Income Tax Update by Surgent McCoy (BITU213)This year will bring a significant change to the tax environment, requiring sound planning in 2013 for individual clients to combat . 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 enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments .

Requisite Knowledge: Experience in individual tax planning .

11/21 • From Hiring to Firing and Everything in Between: Legal, Tax and Health Care Issues (HTOF13)The employer-employee relationship strains both sides in a troubled economy, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment . This course provides in-depth coverage of this critical area .

11/4 • Excel Bootcamp: Top 10 Features Every CPA Should Know (CXEXBC113)When it comes to using Microsoft Excel, most CPAs are using only a fraction of the features that can be leveraged to analyze and report on financial information . This course will pay for itself by demonstrating the top 10 features in Excel that will help you analyze and present financial information more effectively and efficiently . You will utilize an Apple iPad throughout the course to experience these features dynamically .

NOTE: All course materials are provided to attendees in advance in electronic format only . Choose your option:

1 . Download and print your materials to bring to the course, or 2 . Download course materials to your mobile device ready for annotation, or 3 . Rent a mobile device with materials preloaded and ready for annotation . Your saved presentation/notes will be sent to you following the program .

TAXATION

TECHNOLOGY



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11/13 • Teleconference: Basis Tax Considerations for IndividualsYour efforts to save tax dollars for your clients can’t be confined to their businesses . Rental real estate, home ownership and deduction planning are crucial parts of a tax plan . The American Taxpayer Relief Act of 2012 extended many benefits although some disappear at the end of 2013 . Join our panel of experts as they discuss a wide variety of tax planning ideas for individuals and families after the American Taxpayer Relief Act of 2012 .

Locations/Codes: Kenner/CPN11AK13, Monroe/CPN11AM13, Shreveport/CPN11AS13

Speaker: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PanelTime: . . . . . . . . . . . . . . . . . . . . . . . . . 9:00a-5:00p Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ACPENLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . UpdateCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $215/315Add $50 after: . . . . . . . . . . . . . . . . November 3

GROUP TELECONFERENCES


The new LCPA.org.



ACPEN: Featuring its Signature Series and new Industry Institute, ACPEN is a leader among CPE providers .

More Online CPEFor a full listing of our online courses, visit www .lcpa .org and connect to our online CPE partners:

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11/4 • Webinar: Fundamentals of Estate and Gift Taxation (WEBFEGT13)Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area . This course provides you with a practical understanding of the issues involved in understanding Federal Estate and Gift Taxation . This course is the prerequisite for courses involving tax compliance of Forms 706 and 709 .

11/13 • Webcast: Basic Tax Considerations for Individuals (CPN11AW13)Your efforts to save tax dollars for your clients can’t be confined to their businesses . Rental real estate, home ownership and deduction planning are crucial parts of a tax plan . The American Taxpayer Relief Act of 2012 extended many benefits although some disappear at the end of 2013 . Join our panel of experts as they discuss a wide variety of tax planning ideas for individuals and families after the American Taxpayer Relief Act of 2012 .

11/13 Webinar: Healthcare Reform — The Ins and Outs of the Employer Shared Responsibility (WEBGIL313)The Employer Shared Responsibility provision (aka the Pay or Play mandate) may have been delayed until 2015, but that doesn’t mean employers are off the hook . Astute HR departments will use 2014 as their “beta period” to test policies, procedures, and collect data according the Employer Shared Responsibility requirements . During this session we’ll review the requirements for employers, examine the definition of “employee” and how employers will need to count their staff . We’ll look at the considerations employers will need to keep in mind if they have unions, leased employees, contractors, and variable hour staff .

11/14 • Webinar: The Fundamentals of Planning with Trusts (WEBFPT13)This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated . Participants will when and why trusts should be utilized in a client’s financial, estate, and asset protection plan .

11/25 • Webinar: Making the Best of Bad Situations: Medical. Matrimony. Money. (WEBMBBSII13)This course helps the practitioner understand planning considerations and potentialproblems when certain “bad situations” happen to his/her client . This course will explore a variety of bad situations and provide the practitioner an understanding of the tax and non-tax circumstances to be considered when advising a client who is experiencing a bad situation .

Speaker: . . . . . . . . . . . . . . . . . . . Anthony RoccaTime: . . . . . . . . . . . . . . . . . . . . . . 10:00a–11:40a Vendor: . . . . . . . . . . . . . . . . . . . . .Werner/RoccaLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicField of Study: . . . . . . . . . . . . . . . . . . . .TaxationCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Fees: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $50/75

Speaker: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PanelTime: . . . . . . . . . . . . . . . . . . . . . . . . .8:00a–5:00p Vendor: . . . . . . . . . . . . . . . . . . . . . . . . . . . . ACPENLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . UpdateField of Study: . . . . . . . . . . . . . . . . . . . .TaxationCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Fees: . . . . . . . . . . . . . . . . . . . . . . . . . . . . $215/315

Speaker: . . . . . . . . . . . . . . . . . . . Brian ConnellyTime: . . . . . . . . . . . . . . . . . . . . . . . 10:00–11:40aVendor: . . . . . . . . . . . . . . . . . . . . . . LCPA/GilsbarLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicField of Study: . . . . . Specialized KnowledgeCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Fees: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $50/75

Speaker: . . . . . . . . . . . . . . . . . . . Anthony RoccaTime: . . . . . . . . . . . . . . . . . . . . . . 10:00a–11:40a Vendor: . . . . . . . . . . . . . . . . . . . . .Werner/RoccaLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicField of Study: . . . . . . . . . . . . . . . . . . . .TaxationCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Fees: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $50/75

Speaker: . . . . . . . . . . . . . . . . . . . . . . . Art WernerTime: . . . . . . . . . . . . . . . . . . . . . . . 10:00–11:40a Vendor: . . . . . . . . . . . . . . . . . . . . .Werner/RoccaLevel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BasicField of Study: . . . . . . . . . . . . . . . . . . . .Taxation CPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Fees: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $50/75

WEBCASTS & WEBINARS

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11/5 • iPad Symposium (IPADSYM13)This program is designed to help you maximize the value of your iPad as a business tool . Whether you are a new iPad user, or have been using one for a while, this symposium will provide you with an abundance of tips, tricks and techniques to take full advantage of the iPad’s capabilities .

SPECIAL NOTE: The materials for this course will be presented on an Apple iPad . An iPad may be rented ($40) for your use throughout the day . However, if you can BYOD (Bring Your Own Device), even better — that way you can apply what you learn in real time, and your iPad will be all set and ready to go for the business at hand .

11/7-8 • Winter CPE Cluster (WINBR13)The 2013 Winter CPE Cluster’s all-star cast includes Mike Inzina, Lisa Traina, Steven Toups, and Bob Perez . Our speakers are world-class craftsmen of their trade and each session is designed to give you practical tools and advice you can use immediately to expand your repertoire . Plus, the backdrop is the Beau Rivage — it doesn’t get much better than that! Don’t miss out — reserve your seat today .

• Auditing & Ethics Update • Geaux ROWE (Results-Only Work Environment) • Personality Profiles: Practical Applications in Today’s Business Environment • Tax Update

11/8 • Estate & Financial Planning Conference (FPC13)Charting a course through today’s investment and tax planning options can be challenging . Don’t miss the boat! The Estate & Financial Planning Conference offers a first-class crew of world renowned speakers like Dr . Jerry Webman, Chief Economist for OppenheimerFunds, and a treasure chest of information . You’ll walk away with key insight you can use immediately to navigate the choppy seas on today’s financial and estate planning opportunities .

11/12 • Small Business Workshop (SBW213)From small towns to sprawling metropolises, small businesses are big drivers of economic growth . As the most trusted business advisors to organizations of all size, you need to keep up with the latest trends, changing standards, and best practices to keep them moving in the right direction .

The Small Business Workshops are designed to keep you ahead of the game with updates on the biggest issues facing small businesses, including health care reform, tax reform, business forecasting, FRF for SMEsTM, and more . It’s positively your best, one-stop resource to help businesses grow .

Speaker: . . . . . . . . . . . . . . . . . . . . Bryan L . SmithCPE Credits: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Early Bird Fees: . . . . . . . . . . . . . . . . . $269/369Add $50 after: . . . . . . . . . . . . . . . . . October 26iPad Rental Fee (optional) . . . . . . . . . . . . . . $40

Embassy Suites Baton Rouge4914 Constitution AvenueBaton Rouge, LA 70808225 .924 .6566Rate: $131 Single/Double

Register at lcpa.org/ipad13

Early Bird Fees: . . . . . . . . . . . . . . . . . $399/499Add $50 after: . . . . . . . . . . . . . . . . . October 28

Beau Rivage Resort & Casino875 Beach Blvd .Biloxi, MS 39530 • 888.383.7037Rate: $89 Wed.-Thur • $139 FridayGroup: Society of Louisiana CPAsCut-off date: Oct . 14

Register at lcpa.org/winbr13

Early Bird Fees: . . . . . . . . . . . . . . . . . $269/369Add $50 after: . . . . . . . . . . . . . . . . . October 29City . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner

Check lcpa .org/hotels for LCPA discounted rates in Kenner and around the state .Rates range from $109 to $124 single/double .

Register at lcpa.org/fpc13

Early Bird Fees: . . . . . . . . . . . . . . . . . $239/339Add $50 after: . . . . . . . . . . . . . . . . November 1

Sam’s Town Hotel & Casino315 Clyde Fant Memorial ParkwayShreveport, LA 71101877 .429 .0711Rate: $70 single/doubleGroup Code: S11CPA7Cut-off date: Oct . 28

Register at lcpa.org/sbw213

CONFERENCES & WORKSHOPS



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11/14-15 • Oil & Gas Workshop (OGW13)As the oil and gas industry goes, so go the economies of many of Louisiana’s cities, and the state as a whole . CPAs can play a big role in not only keeping the industry moving forward, but making it better, stronger, and more sustainable in the future through responsible and strategic business planning .

LCPA’s Oil & Gas Workshop assembles the industry’s key leaders from across Louisiana to address the biggest issues facing the industry today . You’ll get an up-to-the-minute view on where we’re headed and walk away fueled to help your oil and gas clients and companies succeed .

11/15 • Human Resources Workshop (HRW13)From healthcare reform, to hiring and firing, to FLSA, to DOMA, to work-life balance, the constantly changing rules and regulations governing workplaces can create a confusing maze of HR issues . LCPA’s Human Resources Workshop delivers concise direction to help you find positive solutions to effectively manage a more productive and compliant organization . Go from dazed to amazed with the knowledge you’ll take away .

• Labor & Employment Law Update • Post Employment Practices • Flip Flops Welcome: A New Workplace Frame of Mind • Healthcare Reform • How to Create a New Comfort Zone at Work Amidst All of the Chaos

11/21-22 • Government Accounting & Auditing Conference (GAAC13)Feeling drained trying to keep up with constantly changing rules and regulations? LCPA’s Government Accounting & Auditing Conference brings together a top-notch group of energizing speakers to boost your knowledge and give you the get-up-and-go to get your job done . Get recharged and working at full power .

Early Bird Fees: . . . . . . . . . . . . . . . . . $359/559Add $50 after: . . . . . . . . . . . . . . . . November 4

Hilton Lafayette1521 W . Pinhook RoadLafayette, LA 70503337 .235 .6111Workshop rate: $119 single/doubleGroup code: LOGRoom block release date: Oct . 30

Register at lcpa.org/ogw13

Early Bird Fees: . . . . . . . . . . . . . . . . . $239/339Add $50 after: . . . . . . . . . . . . . . . . November 5City . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Kenner

Check lcpa .org/hotels for LCPA discounted rates in Kenner and around the state .Rates range from $109 to $124 single/double .

Register at lcpa.org/hrw13

Early Bird Fees: . . . . . . . . . . . . . . . . . $369/569Standard: . . . . . . . . . . . . . . . . . . . . . . . $419/619

Registrations received after 11/10 will be charged the standard registration fee .Day One Only: . . . . . . . . . . . . . . . . . . $239/339Day Two Only: . . . . . . . . . . . . . . . . . . $239/339

Hilton Lafayette1521 W . Pinhook Road Lafayette, LA 70503337 .235 .6111Workshop rate: $119 single/doubleGroup code: LGGRoom block release date: Nov . 5

Register at lcpa.org/gaac13

CONFERENCES & WORKSHOPS




The new LCPA.org.

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• Legislative Auditor Update• Don’t Let Your Natural Disaster Be a Financial Disaster• State & Local Laws Update• Preparing Financial Statements Effectively and Efficiently• GASB 68• Impact of the New Yellow Book Independence Rules• Criminals at the Gate! Protecting Confidential Data in an Electronic World

• Healthcare Update• Reforms to Single Audit Act• GASB Update• Group Audits: What You Don’t Know Can Hurt You• Professional Issues Update• Auditors Action Plan Upon the Discovery of Fraud• Economic Update • Assessing Internal Controls: Top 25 Questions You Should Ask

If you’d like to stop receiving In the Know by mail, log in at LCPA.org and go to Manage Profile > Edit Bio. Under ‘Additional Information’, you can opt out of receiving In the Know, Lagniappe magazine, and other CPE postcards and brochures by mail. While you’re there, go to ‘Manage Email Preferences’ to ensure that you continue to receive these pieces by email. It’s your membership. We let YOU decide what you get and how you get it.

Save a trip to the mailbox.

Mark Your CalendarDec. 5 Accounting & Auditing Symposium Sam’sTownHotel&Casino,Shreveport•8CPECreditsDec. 11 Louisiana Tax Summit Sam’sTownHotel&Casino,Shreveport•8CPECreditsDec. 12-13 Louisiana Tax Conference NewOrleansHiltonRiverside•8-16CPECreditsDec. 16 Winter Tech Fest Sam’sTownHotel&Casino,Shreveport•8CPECreditsDec. 17 Winter Tech Fest LCPAKennerTrainingCenter•8CPECreditsJan. 10, 2014 Women’s Leadership Workshop BatonRouge,LA•8CPECredits

Key SolutionS to ProfeSSional

DeveloPment & training

The Society of Louisiana CPAs On-Site Trainingdelivers top quality, customizable CPE for your CPA and non-CPA staff. You choose the time, location and topic, and we do the rest.

LCPA’s On-Site Training Provides You: Assistance in choosing quality instructors and curriculum Convenient scheduling of courses at your location or ours Options to choose delivery format: Live, Self-study (group or individual), and Webcasts Trainingprogramstofityourcompany/firm’s specificissuesandculture

Curricula:

For more information on how to bring on-site training to your staff of 10 or more, contact

Diedra F. AllenProfessional Development & Training Consultant

Society of Louisiana CPAs2400 Veterans Memorial Blvd.Suite 500, Kenner, LA 70062

Toll-free (800) 288-5272 ext. 131Direct(504)904-1131•[email protected]

• AccountingandAuditing• Budgeting• BusinessDevelopment/ Growth• Communications• CompetencyAssessment Tools • Computer• EmployeeBenefits• Estate&FinancialPlanning• EstatePlanningConcepts (Louisiana Perspective)• FinancialReporting• FinancialStatementAnalysis• Fraud• Government/Not-for-Profit/ Yellow Book• IFRS• InformationTechnology• InternalControls

• InternationalAccounting Standards • LeadershipDevelopment• LeanAccounting• LitigationServices:Marriage, Separation&Divorce (Louisiana Perspective)• Management• PersonalDevelopment• PeerReview• PerformanceManagement• ProfessionalEthics (30 person minimum)• Sarbanes-Oxley• SpecializedKnowledge• StaffTraining(Tax,Beginning, In-Charge,Supervisory)• StrategicManagement• Taxation• TrustedAdvisor• XBRL

Unlock the Potential of

LCPA Customized On-Site Training

Key Benefits of Customized On-Site Training Eliminates employee travel time and expense

Customized training for your organization or clients

Proprietary issues can be openly discussed

Your staff trains as a collaborative group, informed and readied to improve your bottom line

Blended learning for a more effective educational experience

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:

Members 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 additional 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% discount by meeting the following requirements: •Societymembership •Employmentasafull-timeinstructorina Louisiana institute of higher education •Maynothaveapart-timepractice

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 ❑ NOARE 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 Form and Payment to:

LCPA2400 Veterans Blvd.

Suite 500Kenner, LA 70062

Or Fax to:(504) 469-7930

Society 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 disability, please let us know at least ten (10) working days prior to the event if alternative accessible arrangements 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

Non-ProfitOrganizationU.S. Postage

PAIDNew Orleans, LAPermit No. 498

2400 Veterans Blvd., Suite 500Kenner, LA 70062-4739www.lcpa.org

Society of LouisianaCertified Public Accountants


The new LCPA.org.

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LCPA & AICPA proudly present the

2014 Women to Watch Awards

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.

Details on nominations at lcpa.org/w2w.

LCPA Monthly CPE Catalog - c.ymcdn.comc.ymcdn.com/sites/ purpose of this course is to increase your...

Documents

Transcript of LCPA Monthly CPE Catalog - c.ymcdn.comc.ymcdn.com/sites/ purpose of this course is to increase your...