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OSCPA's Beach Conference


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The Lodge at Gulf State Park

21196 E Beach Blvd
Gulf Shores, AL 36542

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21.00 Credits

Member Price $650

Non-Member Price $750


This is a collaboration event with the Alabama, Arkansas, Florida, and Louisiana state societies.

The OSCPA is hosting a summer Beach Conference at the eco-friendly, sustainably-designed Lodge at Gulf State Park in Gulf Shores, AL.

Masterfully appointed with modern amenities, every aspect of the property has been designed to be respectful of the land and creatures around it. As for activities, the Lodge is steps away from 28 miles of hiking and biking trails and its beach-front location provides easy access to a host of water activities, so whether you want to get your long run in, kayak the Gulf, or simply lounge on the beach, there is something for everyone.

The conference will offer 4 hours of CPE each morning, leaving you free to enjoy your afternoons and evenings. Mark your calendar and make plans to join us this summer!

Sleeping Rooms:
Our room block at the Lodge at Gulf State Park is full. We have secured an overflow block at the Hilton Garden Inn here using the code SOLCPA (this hotel is a 5-minute drive from the Lodge). These rates are good for arrivals as early as July 21, departing July 26, and are subject to state and local taxes. Hearing and mobility accessible rooms are also available.




Designed For

CPAs in public practice and industry





Sunday, July 21

Optional Session

- Sunday Reception (Additional 1 Hour of CPE) - Free for registrants

Neil Eggers, Unidentified Industry Company

Neil Eggers

Neil Eggers, CFP, CPA is a Partner with Family Legacy Wealth Solutions Financial Advisor, in alliance with Equitable Advisors.

Join us for an opening reception with an additional one hour of CPE.

Build Your Asset Location Strategy: CES Life Income Plan

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!

Session Highlights:

  • 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.

Credits: 1 - Specialized Knowledge

This session is available to registrants and their guests

Session Pricing:

Guest Price

Monday, July 22

General Session

- Tax Update

Lisa McKinney

Lisa McKinney

Lisa McKinney, CPA, 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 financial accounting for the last 21 years. Primary courses of instruction include Introduction to Financing Accounting, Individual Taxation, and Business Entity Taxation.

McKinney is director of The Culverhouse School of Accountancy LIFT community outreach and experiential learning program. This initiative utilizes University students to teach free computer, financial, and career classes to adults, veterans, seniors, and teens in under-served communities. The program utilized over 600 volunteers and leaders in the Fall 2022 semester, teaching over 35 classes each week throughout West and Central Alabama. During the pandemic, LIFT continued to provide classes virtually. Through the LIFT program, students work with food banks in west Birmingham and Selma to help them with volunteer management, inventory management systems, accounting, and warehouse organization.

McKinney also provides tax training for many small to mid-sized accounting firms in the Southeast, as well as nonprofit organizations. Over the past five years, McKinney and LIFT have partnered with The Central Alabama Redevelopment Alliance to build an accelerator to support underrepresented micro-businesses in Alabama. University students are utilized in this capacity to provide accounting and other business services to both for-profit and non-profit businesses.

More information coming soon!

Credits: 4 - Taxes

This session is available to registrants only.

Tuesday, July 23

General Session

- Accounting and Auditing Update

Kurt Oestriecher, Partner, Oestriecher & Company, CPAs

Kurt Oestriecher

Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company CPAs in Alexandria, La., and is the partner in charge of accounting and auditing. He is Past-President of the Louisiana Society of CPAs and has served on numerous LCPA and AICPA Committees. He has facilitated CPE courses since 1992 and has received the AICPA Outstanding Discussion Leader Award 12 years and the LCPA Outstanding Discussion Leader Award four times.

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.

Credits: 2 - Auditing

Credits: 2 - Accounting

This session is available to registrants only.

Wednesday, July 24

General Session

- Emotional Intelligence and Employee Engagement

Jaclyn Badeau

More information coming soon!

Credits: 2 - Personnel/HR

This session is available to registrants only.

General Session

- Professional Issues Update

Jan Smith, AICPA

More information coming soon!

Credits: 2 - Specialized Knowledge

This session is available to registrants only.

Thursday, July 25

General Session

- Fraud

Kevin Cross, ACPEN Business Professionals Network

Kevin Cross

Kevin Cross, CPA frequently lectures on fraud and the only forensic sleuth who showcases the “Whodunnit?” game that turns the audience into suspects and an actual crime is solved. He has had the opportunity to speak at conferences for numerous CPA societies, AICPA, NAEA, IRS, universities, prisons, and non-profits.

He has been showcased by CNN, 700 Club, CBS Evening News with Scott Pelley, the Miami Herald, NPR, the New York Times, and multiple radio and internet programs.

He has written 2 two book on finance and a children’s comic book on how to manage money called “The Adventures of Moolah Man”

He runs a two professional boutique style CPA practice in Roswell and enjoys weighing in on the psychology of a good fraud.

More information coming soon!

Credits: 4 - Information Technology

This session is available to registrants only.

Friday, July 26

General Session

- Natural Language Processing (NLP) and Prompt Engineering: Overview and Application

Marc Hamilton, Unidentified Industry Company

Marc Hamilton

Marc Hamilton, CPA is a strategy-oriented finance executive with proven successes in change management. Mr. Hamilton has over 30 years of extensive practical experiences with data analytics, process design and technology implementation. His roles have provided broad exposure to functional, operational and management challenges facing organizations in the era of systems intelligence.

As a technologist CPA, Mr. Hamilton frequently speaks from his experiences on big data, data science, artificial intelligence and the developing Blockchain infrastructure. He also frequently presents AICPA cybersecurity content.

Mr. Hamilton holds a Masters in Tax Accounting from the University of Alabama and practiced with both Deloitte & KPMG before moving into a business and industry roles including VP of Taxation, Treasurer and Chief Financial Officer.

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.

Credits: 4 - Specialized Knowledge

This session is available to registrants only.

Non-Member Price $750

Member Price $650