Summer Education Conference (SEC)
Registration is Open
Overview:
Held in Central Standard Time
Summer Education Conference
July 21-26, 2024
The Lodge at Gulf State Park
Gulf Shores, Alabama
The Alabama, Arkansas, Florida, Kentucky, Louisiana, and Oklahoma CPA societies have teamed up for another fun-filled week of learning and lounging at an award-winning beach-front, eco-friendly resort.
Earn up to four hours of CPE each day, 20 total, before heading outside to explore the world-class amenities of Gulf State Park.
Arrive on Sunday, July 21, for pre-conference CPE and a welcome reception.
CPE Credit:
This conference qualifies for up to 4 hours of CPE credit each day for a total of 20 hours (including at least 8 A&A credits). CPE credit is subject to approval by the Florida Department of Business and Professional Regulation.
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Schedule:
Monday, July 22, 2024
Tax Update
Time: Monday 8:00am - 11:40am Credits: 4 TB
This workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.
Presenters:
Tuesday, July 23, 2024
Accounting and Auditing Update
Time: Tuesday 8:00am - 11:40am Credits: 4 AA
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 crypto currency and hear about the top peer review issues. Join us to get the most up to date information from the AA world.
Presenters:
Wednesday, July 24, 2024
Turbocharge Your Life with Emotional Intelligence
Time: Wednesday 8:00am - 9:40am Credits: 2 BE
Happiness, Resiliency, Leadership, and Performance - what do all of these have in common?
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.
Presenters:
Professional Issues Update
Time: Wednesday 10:00am - 11:40am Credits: 2 AA
I will present an update on issues affecting the profession, advocacy efforts, and current topics impacting AICPA members. I will share how the AICPA is seeking to serve its members, and I welcome comments and questions that I can take back to the Board of Directors, our Legislative Affairs Group, and AICPA Staff. I will cover tax advocacy work, financial reporting topics, international issues, the National Pipeline Advisory Group, and resources available to AICPA members.
Presenters:
Thursday, July 25, 2024
TOP 5 FRAUDS CPA’S MAY MISS
Time: Thursday 8:00am - 11:40am Credits: 4 TB
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.
We will explore the top 5 frauds that may elude us. In the words of Author Norman MaClean, of a “River runs through it” said “For it is true we can seldom help those closest to us. Either we don't know what part of ourselves to give or, more often than not, the part we have to give is not wanted. And so it is those we live with and should know who elude us. “
How do we live in the caution and conventional truth of the elusive?
Presenters:
Friday, July 26, 2024
Natural Language Processing (NLP) and Prompt Engineering: Overview and Application
Time: Friday 8:00am - 11:40am Credits: 4 TB
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.
Presenters:
Objectives:
This conference will host 5 days of engaging and learning topics to strengthen you and your organization with nationally known speakers on a variety of topics.Presenters:
-
Kurt G Oestriecher
Mr. Oestriecher has been employed by Oestriecher & Company; CPA's since 1986 and has been partner in charge of accounting and auditing services since 1994. He has also served as an Adjunct Instructor of Accounting at Louisiana State University at Alexandria and Northwestern State University. He received the Outstanding Discussion Leader Award from the Louisiana Society of CPAs in 1998, 2006, and...
Read more about Kurt G Oestriecher here -
Raymond Kevin Cross, CPA, MST, EA
If the old adage "it takes one to know one" has an ounce of truth, then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster. Thirty years ago he was the mastermind behind a large embezzlement scheme from the Broward County sheriff's...
Read more about Raymond Kevin Cross here -
Jaclyn T Badeau
Coach | Speaker | Trainer | Consultant Trust, Leadership, Relationships, Integrity – these are just a few of the many characteristics used to describe Jaclyn by some of her mentees and colleagues. Over her career, she has served in a variety of roles and focused on coaching, cultivating high performing teams, and developing her business acumen. Jaclyn loves watching people grow in their careers...
Read more about Jaclyn T Badeau here -
Marc Hamilton
Marc Hamilton,CPA Mr. Hamilton currently serves as the CFO for CDG Engineers & Associates, Inc. in Andalusia, AL. Most previously, he served as the senior tax executive and Treasurer for the Westervelt Company (formerly Gulf States Paper Corporation) and had responsibility for the tax oversight of the company’s 500,000 acres of timberland, timber activities and land transactions in Alabama...
Read more about Marc Hamilton here -
Lisa McKinney
McKinney practiced in public accounting for nine years in Birmingham and Memphis. She specialized in tax consulting and planning with extensive client experience in the real estate industry and partnership tax issues. Ms. McKinney joined The University of Alabama Culverhouse School of Accountancy as a full-time faculty member in 2001 and has taught undergraduate level courses in taxation and...
Read more about Lisa McKinney here -
Jan Lewis
Jan is a tax member in the firm. Her responsibilities include income and estate tax planning, research, and compliance for individual and business clients. Her areas of practice include healthcare, oil & gas, construction, real estate, and high net worth individuals. She has taught continuing education classes throughout Mississippi and nationwide in the areas of income tax planning, business tax...
Read more about Jan Lewis here
Presenters:
Kurt G Oestriecher
Mr. Oestriecher has been employed by Oestriecher & Company; CPA's since 1986 and has been partner in charge of accounting and auditing services since 1994. He has also served as an Adjunct Instructor of Accounting at Louisiana State University at Alexandria and Northwestern State University. He received the Outstanding Discussion Leader Award from the Louisiana Society of CPAs in 1998, 2006, and...Read more about Kurt G Oestriecher hereRaymond Kevin Cross, CPA, MST, EA
If the old adage "it takes one to know one" has an ounce of truth, then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster. Thirty years ago he was the mastermind behind a large embezzlement scheme from the Broward County sheriff's...Read more about Raymond Kevin Cross hereJaclyn T Badeau
Coach | Speaker | Trainer | Consultant Trust, Leadership, Relationships, Integrity – these are just a few of the many characteristics used to describe Jaclyn by some of her mentees and colleagues. Over her career, she has served in a variety of roles and focused on coaching, cultivating high performing teams, and developing her business acumen. Jaclyn loves watching people grow in their careers...Read more about Jaclyn T Badeau hereMarc Hamilton
Marc Hamilton,CPA Mr. Hamilton currently serves as the CFO for CDG Engineers & Associates, Inc. in Andalusia, AL. Most previously, he served as the senior tax executive and Treasurer for the Westervelt Company (formerly Gulf States Paper Corporation) and had responsibility for the tax oversight of the company’s 500,000 acres of timberland, timber activities and land transactions in Alabama...Read more about Marc Hamilton hereLisa McKinney
McKinney practiced in public accounting for nine years in Birmingham and Memphis. She specialized in tax consulting and planning with extensive client experience in the real estate industry and partnership tax issues. Ms. McKinney joined The University of Alabama Culverhouse School of Accountancy as a full-time faculty member in 2001 and has taught undergraduate level courses in taxation and...Read more about Lisa McKinney hereJan Lewis
Jan is a tax member in the firm. Her responsibilities include income and estate tax planning, research, and compliance for individual and business clients. Her areas of practice include healthcare, oil & gas, construction, real estate, and high net worth individuals. She has taught continuing education classes throughout Mississippi and nationwide in the areas of income tax planning, business tax...Read more about Jan Lewis hereMajor Topics:
- Fraud
- Federal Taxes
- Accounting and Auditing
- Technology Update for Accountants - including Cyber Security
- Professional Issues Update
- The Power of Effective Feedback
- Mind the Gap - Leading 5 Generations
Major Topics:
- Fraud
- Federal Taxes
- Accounting and Auditing
- Technology Update for Accountants - including Cyber Security
- Professional Issues Update
- The Power of Effective Feedback
- Mind the Gap - Leading 5 Generations
Designed For:
This conference is designed for CPAs, accountants, and financial professionals.Prerequisites:
Some familiarity with accounting, auditing, and financial managementAccommodations:
Conference Site:
The Lodge at Gulf State Park, a Hilton Hotel
21196 East Beach Blvd.
Gulf Shore, Alabama 36542
251-540-4000
Conference Accommodations:
Make your Reservations early - This room block will sell out!
Plan to arrive Sunday afternoon for CPE and a reception Sunday Evening.
The Lodge is sold out. Please see Overflow Hotel Information below:
Hilton Garden Inn Orange Beach Beachfront
23092 Perdido Beach Blvd.
Orange Beach, AL 36561
*** Upon completion of your registration for the conference, you will receive an email confirmation with additional information to book your accommodations***