Summer Education Conference (SEC)

Sunday, July 16, 2023 - Thursday, July 20, 2023
The Lodge at Gulf State Park, - 21196 East Beach Blvd, Gulf Shore, AL 36542
1:00pm - 5:00pm (opens at 12:30pm) EST
20Credits
Accounting and Auditing and Behavioral and Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$650.00 Regular Price
Non-Members
$900.00 Regular Price
Course Type: CPE Conferences
Course Code: 23/SEC
Level: Update
Vendor: Florida Institute of CPAs
Field of Study: Auditing, Accounting, Taxes

Overview:

Held in Central Standard Time

The Summer Education Conference is unlike any other program we offer. It's one part hot topics, one part family vacation. Then, we add some warm and friendly folks from Louisiana, Arkansas, Oklahoma, and Alabama to our Florida attendees and a shining cast of speakers and you get one of the best events of the year! This conference will offer 4 hours of CPE each day. And with a variety of accommodations at The Gulf State Park in Gulf Shores - from beach front to park view, we've got something to fit just about any vacation budget, so make plans to join us this summer and bask in the fun. There is free time to explore the park, kayak or paddleboard the gulf, 3 hours of free bike-share, guided Segway eco-tours, star gazing, pickleball, or simply chill on the beach. No resort fees!


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. 


Twitter & LinkedIn

Follow the FICPA @ficpa and use #ficpaSEC to tweet about this conference. 

Schedule:

Sunday, July 16, 2023

Accounting & Auditing

Time: Sunday 1:00pm - 4:40pm Credits: 4 AA

This session will cover recent GAAP pronouncements, Lease implementation issues, and the new audit risk assessment standards.

Presenters:

I WILL attend Sunday Reception (iincluded in Conference Registration)

Time: Sunday 5:00pm - 6:00pm

I WILL NOT attend Sunday reception

Time: Sunday 5:00pm - 6:00pm

1 Adult Guest Sunday Reception

Time: Sunday 5:01pm

1 Adult Guest Sunday Reception

Time: Sunday 5:02pm

1 Child Guest Sunday Reception

Time: Sunday 5:03pm

1 Child Guest Sunday Reception

Time: Sunday 5:04pm

Monday, July 17, 2023

Federal 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 and accountants from all levels can benefit from the workshop.  

Presenters:

Tuesday, July 18, 2023

Who Dunnit? A Game of Frauds

Time: Tuesday 8:00am - 11:40am Credits: 4 AA

Description:
Participants will discover how to deter and to detect fraud in its various forms by being immersed as suspects in an actual case.

Objectives:

  • Introduction to epidemic of fraud
  • Hottest frauds of 2022
  • Learning the language of fraud
  • Getting into the mind of a fraudster
  • The “dark triad”
  • The high cost of fraud
  • Fraud vs. Negligence
  • Types of Fraud
  • Who commits fraud
  • The “Fraud Triangle”
  • The “Fraud Diamond”
  • Detection vs Deterrence
  • Common scams
  • Red Flags
  • Detection & sleuth techniques
  • Which Enneagram commits fraud the most?
  • “To Catch a Thief - A Game of Fraud” - $300,000 is missing and one of you is the culprit! You will use these techniques and insights to solve an actual fraud case. The audience is turned into suspects and the perpetrator has stolen hundreds of thousands of dollars! In this fast-paced session you will solve this actual fraud.

Presenters:

Wednesday, July 19, 2023

Technology Update for Accountants (including Cyber Security)

Time: Wednesday 8:00am - 9:40am Credits: 2 TB

This session will explore some of the latest technology updates related to the accounting profession and how the future will be impacted.  We will discuss the metaverse, updates to AI – including ChatGPT, the latest on cryptocurrency and NFTs (note – some of the slides will be written with ChatGPT in order to show its usefulness and limitations).

Presenters:

Professional Issues Update

Time: Wednesday 10:00am - 11:40am Credits: 2 TB

This entertaining and informative session will cover the major issues happening in the accounting world today. This special update for financial professionals provides the latest developments in the five driving trends of the shift change – leadership, learning, technology, generations and workplace. Tom Hood, recently named as one of the Top 100 Most Influential People in the CPA Profession will cover the latest updates on regulations and standards, tax and employee benefit plan audits. Issues with the IRS, DOL and the results of MACPA’s town hall polls will provide you with the latest information to position yourself for success.

Presenters:

Thursday, July 20, 2023

Leadership: Mind the Gap - Leading 5 Generations

Time: Thursday 8:00am - 9:40am Credits: 2 BE

This session is designed to provide participants with an in-depth understanding of the events and circumstances that shaped each generation. In addition, we will address the challenges and opportunities presented by generational diversity in the workplace. The course will explore the unique perspectives, values, and work styles of different generations and how these differences can impact workplace dynamics and communication. You will come away with concrete ideas on how to harness the power and strengths of each generation and learn how we can all work better together!

Presenters:

The Power of Effective Feedback

Time: Thursday 10:00am - 11:40am Credits: 2 BE

Feedback is a leader’s most effective performance tool, but it is the one least often used. During this interactive session we will discuss top tips to regularly sharing feedback, why “constructive criticism” is a thing of the past and the long term impact of keeping your thoughts to yourself.  

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
  • Paul Martin Perry, FHFMA, CISM, CITP, CPA, CDPSE

    Paul Perry has been with the Firm since 2004 and is a Member and the practice leader of the Security, Risk and Controls Group. Paul and his team focus on cybersecurity, information technology related projects, risk assessments, internal controls, internal audit and control-related projects, including System and Organization Control engagements.Paul is also the leader of the Firm's Data Analysis...

    Read more about Paul Martin Perry here
  • Sandy Michelet

    Sandy Michelet is the Director of People Strategy for Sparkhound's growing team of 250+ employees and four regional offices. She joined Sparkhound in 2014 with 20 years of senior human resources leadership, including tenure at a Fortune 500 company, experience in the public sector, and work in both the healthcare and technology industries. Sandy leads Sparkhound's people-focused strategies and...

    Read more about Sandy Michelet here
  • Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

    Jennifer is an executive coach who helps smart professionals transform from technically talented to strategically savvy.  She can help your team become trusted business partners who are more effective, more influential, and have more of an impact on your organization's results. Jennifer can deliver interactive and engaging training sessions. As a keynote speaker and trainer, Jennifer has presented...

    Read more about Jennifer Elder 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

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

Paul Martin Perry, FHFMA, CISM, CITP, CPA, CDPSE

Paul Perry has been with the Firm since 2004 and is a Member and the practice leader of the Security, Risk and Controls Group. Paul and his team focus on cybersecurity, information technology related projects, risk assessments, internal controls, internal audit and control-related projects, including System and Organization Control engagements.Paul is also the leader of the Firm's Data Analysis...Read more about Paul Martin Perry here

Sandy Michelet

Sandy Michelet is the Director of People Strategy for Sparkhound's growing team of 250+ employees and four regional offices. She joined Sparkhound in 2014 with 20 years of senior human resources leadership, including tenure at a Fortune 500 company, experience in the public sector, and work in both the healthcare and technology industries. Sandy leads Sparkhound's people-focused strategies and...Read more about Sandy Michelet here

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

Jennifer is an executive coach who helps smart professionals transform from technically talented to strategically savvy.  She can help your team become trusted business partners who are more effective, more influential, and have more of an impact on your organization's results. Jennifer can deliver interactive and engaging training sessions. As a keynote speaker and trainer, Jennifer has presented...Read more about Jennifer Elder 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

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

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 management

Sponsor & Exhibitor Information

SILVER


 

BRONZE


 

RECEPTION SPONSOR