2020 Summer Education Conference (SEC20)
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2020 Summer Education Conference (SEC20)

7/20/2020 to 7/24/2020
When: July 20-24, 2020
8:00 am until 4:30 pm
Where: The Lodge at Gulf State Park
21196 E. Beach Blvd.
Gulf Shores, Alabama  36542
United States
Presenter: Various

Online registration is closed.
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2020 Summer Education Conference

Presented with the Alabama Society of CPAs

July 20-24 • The Lodge at Gulf State Park, Gulf Shores, AL

A good-natured getaway.

The Summer Education Conference is moving! Our annual beach conference is going green and moving to the eco-friendly, sustainably designed Lodge at Gulf State Park.

Masterfully appointed with all the modern amenities, every aspect of the property has been redesigned to also 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 beachfront 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 every activity level.

As always, we’ll 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!

The Lodge features:

Plus Gulf State Park offers dozens of weekly activities, like guided beach walks and star-gazing, opportunities to “meet” local wildlife (owls, turtles, snakes, etc.), fitness classes, pickleball, and more! CLICK HERE for a current list of the park’s weekly activities.*
* Additional fees may apply.

Reserve without reservation.

As we get closer to the event date, we are optimistic that this conference will go on as planned, and in a safe way. The beaches are private, so it will be easy to enjoy your own area. We will be adding additional meeting room capacity so we can put more space between attendees. The hotel staff will be taking measures to make sure guests can adhere to social distancing guidelines during check-in, in common spaces, and while doing activities.

However, if conditions are still unsafe and it becomes necessary to cancel, LCPA will issue full refunds. In addition, The Lodge will allow cancellations up to 5 days before the check-in date for full refunds.

So, reserve with confidence and book your room today. Fingers crossed we will all get to see each other in July. Until then, be well.

–The LCPA Team


Monday, July 20
8:00 – 11:40 am

2020 Accounting & Auditing Update for the Real World

Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA

This course covers the significant provisions of the most recent pronouncements and proposed pronouncements from the FASB, the Private Company Council, the Auditing Standards Board (including SAS 134!) and the Accounting and Review Services Committee (including the new SSARS proposal).

The course is presented from the perspective of a small firm practitioner who services or works for non-publicly traded entities. Most of the class time will be spent discussing the standards that, in the instructor’s 33 years of experience, have the broadest application to the local practitioner. As always, the floor is also open to discuss whatever current accounting and auditing topics the class participants may want to cover. It’s a complete, thorough, and fast-moving review of all things privately held A&A!

Tuesday, July 21
8:00 – 9:40 am

Technology Update & Cybersecurity

Les Nettleton • Bourgeois Bennett, LLC • New Orleans, LA

The accelerated rate of change in technology continues to challenge our decisions of implementation and utilization, while still maintaining a secure system. This session will look at what’s new, what’s coming, and how to battle the continued threat of ransomware, viruses, hacking, and other technological threats.

10:00 – 11:40 am

Anatomy of a Fraud

Tommie Singleton, PhD, CPA, CFF, CITP, CISA • Retired/Former Professor • Birmingham, AL

This course takes you through a real fraud case from beginning to end. We will discover steps, phases, and red flags that allow us to look back and do an anatomy of the fraud. In the process, it will sharpen your ability to detect and investigate frauds in general.

Wednesday, July 22
8:00 am – 9:40 am

Smooth Sailing or Choppy Waters: Navigating the Global Economy and Markets

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

Crosswinds and stormy conditions have buffeted economies and markets globally: COVID-19 and the associated economic shutdowns have left whole nations struggling to stay afloat. But other forces like trade disputes, national elections and central bank policies are also key to determining and understanding the shifting economic tides. We’ll survey the rapidly evolving conditions and look at lodestars that might help investors (and non-investors) navigate the troubled waters.

10:00 am – 11:40 am Succession Planning: Setting Your Organization Up for Success
Mike Frost, CPA • MDA Professional Group, PC • Albertville, AL
12:00 – 2:40 pm Professional Ethics for Louisiana CPAs (Non-Public)
Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA
Note: This course is optional and requires a separate registration and payment.
Click here for more information and to register.
Thursday, July 23
8:00 – 9:40 am

The Ever-Evolving Profession

Kimberly Ellison-Taylor, CPA, CGMA • Executive Director of Finance – Oracle & Past Chair of the AICPA • Washington, DC

Evolving client expectations, technology innovation, and workforce requirements are driving widespread disruption. These trends are redefining how we live and work while dramatically altering market demands. With the unprecedented rate of change, leaders must look around the next two corners to fully anticipate and prepare for the future.

Join Oracle’s Executive Director of Finance and Thought Leadership and Past AICPA Chair, Kimberly Ellison-Taylor, as she provides an overview of the Association initiatives designed to empower accounting and finance professionals.

10:00 – 11:40 am

Winning the War for Talent

Helene K. Wall, SHRM-SCP • Associate Director Human Resources Consultant – Postlethwaite & Netterville, APAC • Baton Rouge, LA

A famous boxer once said, “Everybody’s got a plan, until they get punched in the mouth”. Lately, it seems as though employers are getting punched at every turn. 2020’s punch? A global pandemic with layoffs, furloughs, and businesses in jeopardy overnight. Even the best-laid staffing plans have been thrown right out of the ring in this round. It’s time to think differently about how you view your workforce and consider how transparency, intentional culture and innovative return-to-work strategies can help you prepare for the next punch.

Friday, July 24
8:00 – 11:40 am

Federal Tax Update: What’s Been Happening

Alfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA

You’ve spent the last seven months either preparing for tax season or preparing returns. Ted Stacey will cover the developments in the federal tax world during that period so you can catch up on what’s been going on. He will also discuss some of the tax changes proposed by the surviving candidates for president.

Silver Sponsor



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The Lodge at Gulf State Park

21196 E Beach Blvd.
Gulf Shores, AL 36542

View Resort Map

King or 2 Queens
(w/ balcony)
King w/ bunk beds
(w/ balcony)
Park View
(no balcony)
King w/ bunk beds
(w/ balcony)
2 Queens
(w/ balcony)

These rates are good from Jul 19-24 and are subject to state and local taxes. To make a reservation, go to http://bit.ly/SEC20Rooms. Reservations must be made by June 19 to get these rates.
The Lodge will allow cancellations up to 5 days before the check-in date for full refunds.

Registration Information

Members: $500

Non-Members: $600

CPE: 20 hours (4/day); includes 6 hours of A&A.

Acronym: SEC20

Non-CPA staff of LCPA members may attend at the member rate.
Prices are good through July 6. After July 6, prices increase $50.

LCPA will issue full refunds if the event is cancelled as warranted due to health concerns.


To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.
To register by mail, fill out our Individual Registration Form and mail it to 2400 Veterans Blvd., Suite 500, Kenner, LA 70062.
Need to register more than one person? Fill out our Group Registration Form and email it to register@lcpa.org.