Summer Education Conference - IN PERSON ONLY


While you're inside avoiding the cold weather, it's the perfect time to make plans to join us in Gulf Shores this summer.

The Alabama, Arkansas, Florida, Kentucky, Louisiana, and Oklahoma CPA societies are hosting a fun-filled week of learning and lounging at The Lodge, a beach-front, eco-friendly resort in Gulf State Park in Gulf Shores, AL. This conference offers 4 hours of CPE each day, leaving the rest of your time free to explore the park, kayak the gulf, or simply chill on the beach. The conference agenda is still being finalized. In the meantime, make plans to join us in July!


A block of rooms for overflow has been reserved at the Hilton Garden Inn, located down the street from the Lodge.

Booking Link for HGI: (->

Group Code for Hilton Garden Inn:  SOLCPA

Additional hotel locations may be added later, dependent on demand.


Sunday, Jul 21st

6:00PM TO 7:30PM / Please select one of the following Concurrent Sessions

Neil Eggers, Financial Advisor, Equitable Advisors

Join Neil and his team, as they unveil revolutionary retirement planning strategies and keys to maximizing retirement income while minimizing taxation. We look forward to your participation, as we embark on a journey towards financial freedom in retirement, unlocking the secrets to maximizing retirement income while minimizing taxation. Your client’s financial success awaits – seize the opportunity!

• Navigate the Tax Maze: Demystify the complexities of retirement investment taxation and gain clarity on optimizing a tax strategy.
• Strategic Asset Placement: Learn the art of asset location versus asset allocation to strategically position investments for maximum efficiency.
• Life Income PlansSM Unveiled: Introducing a game-changing framework tailored to elevate retirement income streams while minimizing tax burdens.
• Practical Insights: Explore hypothetical examples illustrating the power of the Life Income PlanSM in various distribution scenarios, offering actionable insights for immediate implementation.

Monday, Jul 22nd

8:00AM TO 11:40AM / General Sessions

Lisa McKinney, University of Alabama

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.  

Tuesday, Jul 23rd

8:00AM TO 11:40AM / General Sessions

Kurt Oestriecher,

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.

Wednesday, Jul 24th

8:00AM TO 9:40AM / General Sessions

Jaclyn Badeau, President, Badeau Consulting, LLC, Badeau Consulting LLC

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.

10:00AM TO 11:40AM / General Sessions

Jan Lewis,

Thursday, Jul 25th

8:00AM TO 11:40AM / General Sessions

Kevin Cross,

Friday, Jul 26th

8:00AM TO 11:40AM / General Sessions

Marc Hamilton, CFO, CDG, Inc.

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.

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Sunday, Jul 21st

6:00PM to 7:30PM / General Sessions

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Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


20 CPE Credits
CPE: 20 Credits


Member Price:
Non-member Price:

Registration is open through 07/20.

Sunday, July 21st

8:00am to 11:40am
(Check-In 7:30am)

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