A FRIENDLY REMINDER TO REGISTER AND SELECT YOUR LUNCH PREFERENCE BY 3:00 P.M. TODAY, APRIL 10TH!  

Please join us for the April Half-Day Seminar at the Doubletree Hotel in downtown New Orleans on April 21^st from 8:00 a.m. – 1:00 p.m.

Room:  Crescent A

8:00 a.m. – Light Breakfast will be served.

Topic 1: Tax Updates with Concentration on the Employee Retention Credit

Speaker: Sam Wheeler

Bio:  Sam Wheeler joined Bourgeois Bennet in 2010 and has been in public accounting since 2000.  He is a Manager in Business Consulting Services.  He specializes in business valuation, financial analysis, litigation support and business planning.  Sam works with clients in education, engineering, family limited partnerships, law, manufacturing, maritime, oil and gas exploration, physicians, retail and others.  In addition to his CPA certification, Sam holds the Accredited in Business Valuation (ABV), Certified in Financial Forensics (CFF) and Certified Valuation Analyst (CVA) accreditations.

Topic 2: Strategic Employee Benefits Planning



Speaker: Stephen C. Himel

Bio: Stephen C. Himel , CPA, is a Principal of Bourgeois Bennett and is focused on providing clients auditing, compliance, and consulting services related to employee benefit plans. He has over 30 years of experience in this area.  Steve began his career with the international accounting firm KPMG and then served as the Director of Human Resources for a large food manufacturer before returning to public accounting to focus on employee benefit plan services.  Steve is considered a leader in the field of employee benefits and holds an advanced certification from the AICPA related to defined contribution plan audits.

CLM Credits:  

Session 1: Tax Updates with Concentration on the Employee Retention Credit
CLM^®Application Credit: 1.5 hour(s) of Organizational Development
CLM^® Application Credit for Functional Specialists: 1.5 hour(s) in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLM^® Recertification Credit: 1.5 hour(s) in the subject area of Financial Management (FM) 

OR

CLM^® Application Credit for Functional Specialists: 1.5 hour(s) in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLM^® Recertification Credit: 1.5 hour(s)  in the subject area of Human Resources Management (HR) 

Session 2: Strategic Employee Benefits Planning
CLM^®Application Credit: 1.5 hour(s) of Organizational Development
CLM^® Application Credit for Functional Specialists: 1.5 hour(s) in the subject area of Human Resources Management  (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLM^® Recertification Credit: 1.5 hour(s)  in the subject area of Human Resources Management  (HR)  

Lunch:  Boxed lunches available for grab and go. Please select your choice in the REGISTRATION process. 

1. Mediterranean Boxed Lunch – Prosciutto, Salami, Provolone & Baby Arugula on Ciabatta Roll with Olive Salad.  Zapp’s Potato Chips, Doubletree Cookie, Whole Fruit and Bottled Water.
2. Freekeh Salad Boxed Lunch – Freekeh Grains tossed with Tomato, Cucumber, Artichoke, Olive & Lemon over Butter Lettuce & Topped with Crumbled Feta.    Zapp’s Potato Chips, Doubletree Cookie, Whole Fruit and Bottled Water.
3. Turkey Focaccia Boxed Lunch – Roast Turkey, Shredded Romaine Lettuce, Tomato, Swiss Cheese, Sun Dried Tomato Pesto Aioli on Focaccia Bread.    Zapp’s Potato Chips, Doubletree Cookie, Whole Fruit and Bottled Water.

Please let Kyla Ray know if you have any dietary restrictions.

Parking Rate:  $25.00