2900  |  Virtual Training  |  Update  |  Scheduled

OSCPA's Beach Conference

Sunday, July 18, 2021 8:00am - Thursday, July 22, 2021 11:40am

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Pandemic Update: With all the changes this pandemic has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our Pandemic and OSCPA CPE: What to Expect page for more information.

The OSCPA, in conjunction with the Society of Louisiana CPAs and the Alabama Society of CPAs, is hosting our first-ever 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: While capacity has been reached at The Lodge, the neighboring hotels below have a few rooms available at a discounted rate:
  • Hilton Garden Inn – 1.8 miles or a 2-minute drive to The Lodge at Gulf State Park - To receive the discounted rate, use the code "CPAOF" online.
  • Island House – 5.5 miles or a 8-minute drive to The Lodge at Gulf State Park - To receive the discounted rate, use the code "CPA" online or by calling 251-981-6100.

Biking for a Benefit. OSCPA Educational Foundation trustee Tony Scott, CPA, Esq. will be taking the more than 1,000-mile journey to our Beach Conference by motorcycle for his second Iron Butt Challenge to raise awareness and funds for the OSCPA scholarship program. Want to make a donation to cheer him on? Visit our donation page today and watch upcoming OSCPA communications for more updates from Tony.


Designed For

CPAs in public practice and industry

Your Price: $650.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? Join today.


Sunday, July 18, 2021

1:00pm - 4:00pm
  • Explore some of the recent guidance in accounting and auditing
  • Identify updates in the review, compilation and preparation engagement arenas
Credits: A&A 4
5:30pm - 6:30pm

Join us for a reception and mingle with members from the Society of Louisiana CPAs and the Alabama Society of CPAs. The reception cost is included in your registration, guests are $25 each.

Monday, July 19, 2021

8:00am - 9:40am
  • Learn about the most current issues related to COVID relief
  • Discuss the impact on existing accounting, financial reporting, and ethics standards for CPAs
Credits: Specialized Knowledge 2
10:00am - 11:40am
  • Learn about the current economic landscape
  • Discuss implications about the outlook moving forward
Credits: Economics 2

Tuesday, July 20, 2021

8:00am - 9:40am
  • Discuss many of the issues that impact the profession the most, including the CPA Evolution initiative
  • Understand about the move to make technology a bigger part of the CPA’s professional profile
Credits: Specialized Knowledge 2
10:00am - 11:40am
  • Explore how technology has changed over the years 
  • Learn why a basic understanding of current and future technology will serve to strengthen the profession and its mark on society and business
Credits: Information Technology 2

Wednesday, July 21, 2021

8:00am - 11:40am
  • Review important federal tax updates for businesses and individuals of the last year
  • Explore updates with an emphasis on issue identification and planning
Credits: Taxes 4

Thursday, July 22, 2021

8:00am - 9:40am
  • Learn how to identify the trigger that causes an unbalanced life
  • Discover your balance wheel so you can learn to rebalance
Credits: Personal Development 2
10:00am - 11:40am
  • Explore 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
  • Discuss 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
Credits: Specialized Knowledge 2


Mike Brand

Mike Brand, CPA, CGMA, is known as a nationally acclaimed, accounting industry expert and speaker, Michael (Mike) has been involved in all aspects of public accounting, with an emphasis in providing accounting, auditing and review services to clients in the for-profit, nonprofits and governmental sectors.

He is also involved in various committees at both the state and national levels. He is a former member of the American Institute of CPAs (AICPA) Professional Ethics Executive Committee, is the past chair of the AICPA’s Accounting and Review Services Committee and the Alabama Society of CPA’s Peer Review Committee and is the current Chair for the ASCPA. Furthermore, Mike teaches continuing education classes across the country for state societies and individual firms and has received the AICPA’s Outstanding Discussion Leader Award multiple times along with the ASCPA’s Thomas A. Ratcliffe Outstanding Discussion Leader Award.

In addition to teaching, Mike regularly speaks at conferences nationwide and in various other countries. He conducts peer reviews across the United States and was formerly on the Peer Review Board, Joint Trial Board, and Quality Control Standards Task Force of the AICPA. He is the current co-chair of the Engage Conference (the AICPA’s largest conference held over multiple days with thousands of attendees).

Jennifer Couvillon

Jennifer Couvillon PhD, RN-BC, CNE, is the president of Chamberlain University’s New Orleans, Louisiana campus. Dr. Couvillon has more than 25 years of experience in the clinical nursing and education realms and is appointed to the Louisiana State Board of Nursing.

Prior to joining Chamberlain, Dr. Couvillon served as assistant vice president of system nursing professional development at Ochsner Health System and was an assistant professor of clinical nursing at Louisiana State University School of Nursing. She is a critical care nurse and started her career in the cardiac intensive care unit at Georgetown University Hospital.

Dr. Couvillon made a global impact as she recruited nursing students for study abroad programs in England and Ireland. Her perspective on universal healthcare was born when she cared for patients at Guys and St. Thomas hospital in London, England. Dr. Couvillon was recognized for her international service through the Sigma Theta Tau International Honor Society Nurse Chiron mentor program. In 2016, Dr. Couvillon was named a New Orleans City Business Healthcare Hero; in 2012, a City Business Women of the Year; and in 2003, a New Orleans Great 100 Nurse.

Dr. Couvillon has served as president of the Sigma Theta Tau International, Epsilon Nu Chapter and as president of the American Nurses Association New Orleans District Nursing Association. She is a member of the Association for Nursing Professional Development and Louisiana Chapter for National League for Nursing. She is a National League for Nursing ambassador and on-site evaluator for the Commission on Collegiate Nursing Education.

Dr. Couvillon earned a Doctor of Philosophy (PhD) degree in nursing education from Duquesne University, a Master of Science in Nursing (MSN) degree with a family nurse practitioner specialty from Georgetown University, and a Bachelor of Science in Nursing (BSN) degree from Georgetown University.

Tracey Golden

Tracey Golden CPA, CGMA, is the Chair of the American Institute of CPAs (AICPA) and Chair of the Association of International Certified Professional Accountants.

Golden has held a number of volunteer leadership positions at the AICPA, previously serving as a member of the Board of Directors and governing Council, as well as Chair of both the Audit and Finance committee and Peer Review Board. In addition, she has served as the Board Liaison to the AICPA Foundation Board of Trustees and a member of the Relations with the Bar and National Peer Review committees.

Prior to recently retiring as an audit partner with Deloitte, Golden had responsibility for facilitating and coordinating reputation and risk related initiatives and matters and collaborating with member firm leadership to proactively identify emerging risk matters and monitor and facilitate managing existing risks in the Americas region.

Golden is an active speaker, presenting at many AICPA and state CPA society conferences on topics including leadership in accounting firms, growing the CPA pipeline and trends in the profession.

She is a member of both the Connecticut and Virginia State CPA Societies. She serves on the Board of Directors of the Association to Advance Collegiate Schools of Business and several of its committees. She also serves on the board of the United Way of Coastal Fairfield County.

Golden has been recognized for her experience and leadership in the accounting profession. She was named as one of the Most Powerful Women in Accounting by the AICPA and CPA Practice Advisor, and was awarded the AICPA Sustained Contribution Award, recognizing her years of volunteer service on AICPA committees.

Bruce Henderson

Bruce H. Henderson is a partner in the Tuscaloosa, Alabama law firm of Phelps, Jenkins, Gibson & Fowler. Born in Memphis, TN, Bruce graduated from Rhodes College and the University of Memphis School of Law.

In his 35 years of practicing employment law, Bruce has assisted Human Resources and organization leadership in all aspects of personnel and human resources functions. Not only does he act as outside HR leader for many small companies and municipalities, but he also regularly helps his clients create a vision for best human resources practices by optimizing its people-centered policies and procedures.

Bruce has received the highest rating from the prestigious Martindale-Hubbell legal directory (AV) for attorneys practicing in his area, a recognition limited to the top 7% of all attorneys. He was also recently named as one of America's Top 100 High Stakes Litigators in Alabama

Lisa McKinney

Lisa McKinney, CPA, Masters in Tax Accounting, University of Alabama Culverhouse School of Accountancy, Faculty. She has 25 years experience in tax consulting and planning, has been teaching tax and accounting courses at UA for 17 years, and has conducted high-level tax training at accounting firms for 18 years.

Stephen Morgan

Stephen Morgan is an investment director at Hancock Whitney Bank, where he is facilitates a team of investment professionals focused on delivering superior investment strategies and client outcomes. Stephen has been in the investment industry for over 20 years, joining Hancock Whitney as part of the acquisition of Capital One Asset Management, LLC. Prior to joining Capital One, Stephen worked at Morgan Stanley, efolio.com, Hibernia Bank and Waterhouse Securities. Stephen has a Bachelor of Mathematics from Carleton College and a Master of Mathematics from the University of Wisconsin.

Kurt G. 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 os 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 13 years and the LCPA Outstanding Discussion Leader Award four times.

Paul Perry

Paul Perry, FHFMA, CISM, CITP, CPA, CDPSEhas been with Warren Averett 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 Group, a team of individuals within the Firm who provide data analysis solutions to both internal and external clients. For more than 11 years, he specialized in auditing and assurance services. Paul has extensive experience serving clients in the nonprofit, governmental, financial, insurance and healthcare facilities/hospital industries during this time. Paul has earned the Certified Information Technology Professional (CITP) certification. This credential is awarded to CPAs who possess both information technology and business expertise.

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