September PD

33rd Annual Professional Development Program

Sponsored by:
Birmingham Chapter of the Institute of Management Accountants
South Birmingham Chapter of the Institute of Management Accountants
Birmingham Chapter of the Accounting & Financial Women's Alliance


CPE Credit

Forty hours of study per year are required for all Alabama CPAs.  At least eight of the forty hours must be in accounting and auditing, and a maximum of eight hours of the forty may be in behavioral courses.  This program has been approved by the Alabama State Board of Public Accountancy for continuing education credit.  Each morning and afternoon session earns four hours, a total of eight hours each day.  Sessions approved for A&A credit are noted on the Program Schedule below.

Location / Parking

All sessions will be held in the Auditorium of the Alabama Power Corporate Headquarters.  This is the same location as 2012-2017.  Enter the building through the large glass doors on 18th street, walk up the ramp and past the receptionist's desk. The Auditorium is on the left.

Metered parking is available all around the Alabama Power headquarters building.  There is also all-day parking lots and decks nearby, including at the corner of 6th Ave N and 18th Street.  Participants in the afternoon sessions should consider arriving early due to higher traffic volumes around the building during the lunch hour.

Note: There is no public wifi access in the auditorium.

600 North 18th Street, Birmingham, AL


Snacks and drinks are provided at all sessions, but lunch is not included.  However, the Alabama Power cafeteria is just steps away from the meeting room and is open to the public.  Additional lunch options, including the Harbert Center food court, Zoe's Kitchen, and Urban Cookhouse are within easy walking distance of the Alabama Power building. And some of Birmingham's favorite food trucks are known to frequent the area on Fridays in the fall!

Program Fees

Registration fee details:
    • Members of any of the three above sponsoring chapters$65 per 4-hour session
    • Non-Members: $80 per 4-hour session
Please Note: Registration for each session will end at approximately 5pm the night prior to the session.

All walk-up registrations (members and non-members) will be $90 per 4-hour session.

Notes: A nominal processing fee will be assessed for all refunds requested.

Registration (Online / Group)

All registration* is online again this year and is now open.


Please make check payable to "IMA Birmingham Chapter" and mail it to:

IMA Birmingham Chapter
c/o Matt Stuenkel
600 North 18th Street
Birmingham, AL 35291-0040

*Group Registration is Available! - If you wish to register a group of people, please email Matt Stuenkel for a Group Registration file.

Space is limited and preregistration is encouraged!!

*Please Note: Online Registration utilizes Google Drive (formerly Google Docs).  Some organizations block access to file sharing sites like Google Drive.  If you are unable to view the online registration form at work, try registering from your home computer.  If that doesn't work, feel free to email Matt Stuenkel ( or Scott McWhorter (  Don't worry... We'll work with you!

Program Schedule

THURSDAY September 13, 2018  (Registration Closed)

Morning Session        (8:15am - Noon)          Brad Thomason, Thomason CPA
                                                                    Topic: Elements of Retirement Income

Afternoon Session    (1:00pm - 2:45pm):        Lisa Kianoff, CPA.CITP, CGMA
                                                                    Topic: Cyber Security

                              (3:00pm - 4:45pm):         Bob Dow, Maynard Cooper
                                                                    Topic: Ethical Challenges for Accountants

FRIDAY September 14, 2018 (Registration Closed)

Morning Session        (8:15am - Noon):           Paul Perry, Warren Averett
                                                                    Topic: How Secure is Data? The Importance of IT General Controls
                                                                              Understanding the Internet of Things (IoT)
                                                                              Understanding Big Data & Data Analysis

Afternoon Session    (1:00pm - 4:45pm):        Blake A. Madison, Rosen Harwood
                                                                    Topic: 2018 Alabama and Federal Tax and Business Law Update

FRIDAY September 21, 2018 (Registration Closed)

Morning Session        (8:15am - Noon):           Brad Thomason, Thomason CPA
                                                                    Topic: Investment Characteristics of Different Assets

Afternoon Session    (1:00pm - 4:45pm):        John Norris, Oakworth Capital Bank
                                                                    Topic: The Economy in 2018

FRIDAY September 28, 2018

Morning Session        (8:15am - Noon):           AV LaRocca, DiPiazza, LaRocca, Heeter and Co., LLC (4hrs A&A)
                                                                    Topics: Revenue Accounting
                                                                                New Changes in Nonprofit Accounting & Reporting
                                                                                Leasee Accounting

Afternoon Session    (1:00pm - 4:45pm):        Bill Bach, Kassouf & Co (4hrs A&A)
                                                                    Topics: Revenue Recognition 
                                                                               Latest Developments in Preparation/Compilation/Review engagements
                                                                               AICPA SAS developments
                                                                               Other ASC updates