Instructor
Instructor
Instructor
Instructor
Instructor
Join us in Gulf Shores this summer!
Nestled inside the beautiful 6,150-acre Gulf State Park, The Lodge is off the beaten path and naturally lends itself to social distancing. This resort steps away from 28 miles of hiking and biking trails, and its private beach-front provides plenty of space to spread out.
The agenda will qualify for 20 CPE credits, including 6 A&A credits.
Registration Fee Includes:
- 20 hours of CPE Credit (including 6 A&A hours)
- Breakfast each day for participants
- Luncheon reception on Monday
- Guests may be added for an additional fee
- Adult Guest Fee - $25.00
- Child Guest Fee - $10.00 (for children 12 and under)
SEC AGENDA
Monday, July 18, 2022
8:00-9:40 am - Taxation Update
Lisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, AL
Break 9:40-10:00 am - Break
10:00-11:40 am – Taxation Update Continued
Tuesday, July 19, 2022
8:00-9:40 am - A&A Hot Topic
Mike Brand, CPA, CGMA • BMSS, LLC • Athens, AL.
10:00-11:40 am - Technology Update
Les Nettleton • Bourgeois Bennett • Metairie, LA
12:30 - 4:00 pm - Peer Review Update
Mike Brand, CPA, CGMA • BMSS, LLC • Athens, AL
(This session is OPTIONAL. Separate registration and fee required. )
Wednesday, July 20, 2022
8:00-9:40 am - DEI Topic
Florence Holland, EdD • Director of Culture, Diversity, and Inclusion – RSM US LLP • Auburn, AL
10:00-11:40 am- Professional Issues Update with the CEO Trifecta
Jeannine Birmingham, CPA • CEO, Alabama Society of CPAs • Montgomery, AL
Ron Gitz, CPA, CGMA • CEO, Society of Louisiana CPAs • Metairie, LA
Blaine Peterson, CPA • CEO, Oklahoma Society of CPAs • Oklahoma City, OK
1:00 - 3:40 pm - ETHICS for CPAs in Public Practice
Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA
(This session is OPTIONAL. Separate registration and fee required.)
Thursday, July 21, 2022
8:00-9:40 am- A&A Update
Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA
9:40-10:00 am - Break
10:00-11:40 am - A&A Update Continued
Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA
1:00 - 3:40 pm - ETHICS for CPAs in Industry
Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA (This session is OPTIONAL. Separate registration and fee required.)
Friday, July 22, 2022
8:00-9:40 am- Economic Update
James Spiro • Managing Director, Wealth Management – The Spiro Group at Morgan Stanley • New Orleans, LA
10:00 – 11:40 am - ESG: Supporting the Move Towards Social Responsiveness
Paul Perry, FHFMA, CDPSE, CISM, CITP, CPA – Warren Averett • Birmingham, AL
Thank you to our sponsors
Gold Sponsor
Lecturer
The University of Alabama Culverhouse School of Accountancy (Tuscaloosa)
Speaker
Bourgeois Bennett, LLC
Alabama Society of CPAs (Montgomery)
State Society
Society of Louisiana CPAs
Speaker
Event Leader
Member | Security, Risk and Controls
Warren Averett, LLC (Birmingham)
Speaker
21196 E Beach Blvd, Gulf Shores, Baldwin County, Alabama 36542-6549
Get Directions