Summer Education Conference

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