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Summer Education Conference

Sunday, July 18 Code: SEC 20.0 CPE Credits


We’ve partnered with the Louisiana and Oklahoma CPA societies to feature our best speakers and today’s most relevant topics. The conference offers 4 hours of CPE each day, leaving the rest of the time to enjoy all The Lodge has to offer. So whether you want to hit the bike path, kayak the gulf, or simply lounge on the beach, there is the space and time to do so safely and comfortably. Join us in Gulf Shores this summer!

The Summer Education Conference will be held July 18th - 22nd, at the Lodge in Gulf-Shores, AL. Conference sessions will begin on Sunday, July 18th.  Stay after the Sunday session for a reception, included in your registration fee.  Additional guests are welcome to attend the reception for $25/adult, $10/child under 10.   

MAKE A RESERVATION: The conference room block at The Lodge is completely booked.  Additional rooms are available at the properties below:

Hilton Garden Inn Orange Beach Beachfront.  Click HERE for booking link.


Island House Hotel.  Click HERE for booking link.

Guests may also use the 3-letter code CPA, either online or by calling 251-981-6100.


Michael Brand , Lisa McKinney , Kurt Oestriecher , Jennifer Couvillon , Bruce Henderson , Paul Perry


    Sunday, Jul 18th

  • 1:00PM TO 4:40PM / General Session
    Accounting and Auditing Update

    Mike Brand, CPA, CGMA
    , Huntsville, AL

    This session will cover some of the recent guidance in the accounting, auditing, review, compilation and preparation engagement arenas. 

  • Monday, Jul 19th

  • 8:00AM TO 9:40AM / General Session
    COVID-Related Accounting Practices (aka CRAP)

    Kurt Oestriecher, CPA
    Oestriecher & Company
    , Alexandria, LA

    The past 14 months have been challenging for everyone, and the CPA profession has had a unique opportunity to assist our clients and companies navigate various federal and state programs. This session will focus on the most current issues related to COVID relief, as well as discuss the impact on existing accounting, financial reporting, and ethics standards for CPAs

  • 10:00AM TO 11:40AM / General Session
    The Grand Tour: The Global Economic and Market Landscape

    Stephen Morgan, Director of Investment Solutions
    Hancock Whitney Asset Management, New Orleans, LA

    The pandemic and responses to it have created economic disruptions for more than a year. We’ll survey the current economic landscape and look for implications about the outlook moving forward.

  • Tuesday, Jul 20th

  • 8:00AM TO 9:40AM / General Session
    AICPA Professional Issues Update

    Tracey Golden, CPA, CGMA, AICPA Chair
    AICPA, St. Simons Island, GA

  • 10:00AM TO 11:40AM / General Session
    Technology: Preparing the Profession for the Future

    Warren Averett, Birmingham, AL

    As businesses continue to rely on technology for day to day operations and look to the future for what is to come, the CPA profession needs to continue to be the advisor clients and colleagues are looking to for guidance.? This session will explore how technology has changed over the years and how a basic understanding of current and future technology will serve to strengthen the profession and its mark on society and business.

  • Wednesday, Jul 21st

  • 8:00AM TO 11:40AM / General Session
    2021 Tax Update

    Lisa McKinney, CPA
    University of Alabama Culverhouse School of Accountancy
    , Tuscaloosa, AL

    This session will cover the important federal tax updates for businesses and individuals of the last year with an emphasis on issue identification and planning .

  • Thursday, Jul 22nd

  • 8:00AM TO 9:40AM / General Session
    Well-Being: How to Balance Personal and Professional

    Jennifer Couvillon, RN-BC, PhD, CNE, President
    New Orleans Campus at Ochsner Health System
    , Jefferson, LA

  • 10:00AM TO 11:40AM / General Session
    Employment Law: Vaccines, Wage & Hour Misclassifications, and the New Administration

    Bruce Henderson, JD
    Phelps, Jenkins, Gibson & Fowler
    , Tuscaloosa, AL

    This session will cover key issues about what the new Administration may have in store for your operation, such as minimum wage increases, COVID-19 testing, greater union organizing, making vaccinations mandatory, what the EEOC has said about possible exceptions to mandating vaccinations, whether illness from taking the vaccines are covered by worker’s compensation, whether time spent getting the vaccination will be “compensable time,” and independent contractor status.


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