2024 Summer Education Conference

Join us in Gulf Shores this summer!

The Alabama, Arkansas, Florida, Kentucky (new this year!), Louisiana, and Oklahoma CPA societies are hosting a fun-filled week of learning and lounging at The Lodge, a beach-front, eco-friendly resort in Gulf State Park in Gulf Shores, AL. 

The agenda includes 4 hours of CPE each morning, leaving plenty of time to explore the park, kayak the gulf, or simply chill on the beach.

Sunday, July 21 Events

• 4 PM: Check-in at The Lodge
• 4:30 PM: Registration
• 5 PM: Sip and CPE: Build Your Asset Location Strategy: CES Life Income Plan (Optional Bonus Session for 1.0 Tax CPE)
• 6-7:30 PM: Welcome Reception & Seaside Smorgasbord (Only for those who RSVP'd in advance)

Build Your Asset Location Strategy: CES Life Income Plan 

Join Neil Eggers, CPA, CFP and his team at Family Legacy Wealth Solutions as they unveil revolutionary retirement planning strategies and keys to maximizing retirement income while minimizing taxation. We look forward to your participation, as we embark on a journey towards financial freedom in retirement, unlocking the secrets to maximizing retirement income while minimizing taxation. Your client’s financial success awaits – seize the opportunity!

Tax Update
We will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.

Accounting and Auditing Update  
This course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for cryptocurrency and hear about the top peer review issues. Join us to get the most up to date information from the AA world.

Turbocharge Your Life with Emotional Intelligence (EQ)!
Research shows people with high usage of EQ skills are happier, more resilient when facing obstacles, better leaders, and stronger performers. Furthermore, EQ is the largest predictor of job success no matter your field! Discover more about EQ, practice tips to increase your usage of some EQ skills to improve your happiness, resiliency, leadership skills, and overall performance in your personal and professional life, and apply what is learned to build a personal leadership action plan.

Professional Issues Update 
An update on issues affecting the profession, advocacy efforts, and current topics impacting AICPA members. Jan will share how the AICPA is seeking to serve its members, and will welcome comments and questions she can take back to the Board of Directors, our Legislative Affairs Group, and AICPA Staff.  She will also cover tax advocacy work, financial reporting topics, international issues, the National Pipeline Advisory Group, and resources available to AICPA members.

Top 5 Frauds CPAs May Miss
What if fraud were staring you in the eyes not flinching? What would you do? Would you notice? Would you try to avoid this because you don’t have time? How far are you willing to push your intuition? Are you willing to lose your job over this crusade? Can you build a team of like-minded people to go with you on this journey that may be a battle? How do you look at people the same way if everyone is a suspect? How can you do your job, stay in your lane, and still be that CPA that prevents (deters) fraud and perhaps detects fraud before things become catastrophic. 

This session will discuss the top 5 fraud schemes CPAs most often miss, plus:
• What value is placed on whistle blowers?
• Determining intent and propensity based on personality.
• Which Myers-briggs personality matrix is most prone to cheating?
• Recognizing red flags related to fraud.
• Trusting your gut.
• Identifying unusual transactions (stale, old, small, forgotten accounts)
• Learn the 7 top clues to deter and detect fraud.

Natural Language Processing (NLP) and Prompt Engineering: Overview and Application
Delve into the cutting-edge realms of 'Natural Language Processing (NLP) and Prompt Engineering: Overview and Application' in our specialized presentation for CPAs. This session offers an in-depth look at how NLP is transforming the accounting field, enhancing data interpretation and communication efficiency. Discover the art of prompt engineering and its pivotal role in maximizing the potential of AI tools in your practice. Join us to explore how these innovative technologies are not just shaping the future but are essential tools for modern accountants to stay ahead in a rapidly evolving digital landscape.

HOTEL INFORMATION

Unfortunately, our room block at The Lodge is sold out, but we have secured additional rooms nearby:

Hilton Garden Inn Orange Beach Beachfront
23092 Perdido Beach Blvd
Orange Beach, AL 36561
Rate: $319/night
Cut-Off Date: June 20, 2024
Group Code: SOLCPA
Phone: 251.974.1600

MAKE A RESERVATION

To be notified if additional rooms become available at The Lodge, email kgates@alabama.cpa.

SPONSOR THIS EVENT

From pre-event promotion to the in-person conference, our sponsor packages can put your brand in front of 25,000+ CPAs across the southeast. Check out the packages and pricing below and contact Megan Hughes for more information.