September PD

31st 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 2012-2015.  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, are within easy walking distance of the Alabama Power building. 

Program Fees

Registration fees are as follows:
  • 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 6pm 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.  Follow THIS LINK to register.

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

IMA Birmingham Chapter
c/o Scott McWhorter
600 North 18th Street
Birmingham, AL 35291-0120

*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

Please note the change in the "usual" schedule... This year we are having two two-day mini sessions:

  • Thursday/Friday September 8-9, and
  • Thursday/Friday September 29-30.

THURSDAY, Sept 8th (Online registration closed)

Morning Session (8:15am - Noon): Brad Thomason, Thomason CPA
        Topic:    Investment Analysis

Afternoon Session (1:00pm - 4:45pm)Bill Bach, Kassouf & Co.
        Topics: Business Valuation (2 hours)
                    Ethics (2 hours)

FRIDAY, September 9th (Online registration closed)

Morning Session (8:15am - Noon)
Wendi Shoop, Alabama Power Co Human Resources
Executive Presence (Behavioral CPE)

Afternoon Session (1:00pm - 4:45pm)
John Norris, Oakworth Capital Bank
The US Economy in 2016

THURSDAY, September 29th (Online registration closed)

Morning Session (8:15am - Noon)Brad Thomason, Thomason CPA
        Topic: Avoiding the Pitfalls and Mistakes of Retirement Planning

Afternoon Session (1:00pm - 4:45pm): Blake Madison, Rosen Harwood, P.A.
        Topic: Federal and Alabama Tax Updates

FRIDAY, September 30th (Online registration closed)

Morning Session (8:15am - Noon)AV LaRocca, DiPiazza, LaRocca, Heeter & Co, LLC (A&A)
        Topics: Lease Accounting & Revenue Recognition

Afternoon Session (1:00pm - 4:45): RSM US, LLP
Deloitte & Touche (A&A)
        Topics: FASB Topic 2015-02 - Consolidation Standard / VIEs
                    PCAOB / Controls Update
                    SEC Update