2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS 2020 CONFERENCES 28 EXCITING DESTINATIONS, INCLUDING LONDON!
Charleston, SC Mediterranean Cruise San Francisco, CA Scottsdale, AZ
May 11-15
Las Vegas, NV
July 25-August 5
Sunriver, OR
August 24-28
Colorado Springs, CO
October 26-30
Naples, FL
Conference Pricing: Attend more, SAVE more
May 18-22 July 27-31 September 14-18 October 26-30
St. George, UT Whitefish, MT Hilton Head Island, SC Costa Rica Customize your conference experience with one purchase!
May 18-22 August 3-7 September 21-25 November 2-6 Pick your days or your Passport. Choose the total number of conference days
you’d like to attend in 2020. The more you choose, the more you save.
Key West, FL Asheville, NC San Antonio, TX Nashville, TN
June 1-5 August 3-7 September 21-25 November 2-6
1-Day 2-Day 3-Day
Orlando, FL Lake Tahoe, NV Las Vegas, NV Kauai, HI Conference Pass Conference Pass Conference Pass
June 8-12 August 10-14
London, England
October 19-23
St Simons Island, GA
November 9-13
Las Vegas, NV
$ 549 $ 949 $ 1,249
Santa Fe, NM
June 15-19 August 10-14 October 19-23 Nov. 30 - Dec. 4
Jackson Hole, WY
June 22-26
Traveler Passport Explorer Passport
Washington D.C.
6-10 Conference Days
June 29-July 3 4-6 Conference Days
6-Day Pass ($1,849) + $150/day
3-Day Pass ($1,249) + $200/day
San Diego, CA
July 6-10 4 Days 5 Days 6 Days 7 Days 8 Days 9 Days 10 Days
$1,449 $1,649 $1,849 $1,999 $2,149 $2,299 $2,449
Myrtle Beach, SC
July 6-10
Coeur D’Alene, ID
July 13-17
Bar Harbor, ME
July 13-17
CONTENTS
Conference/Passport pricing_________________________1 Group Solutions__________________________________8
Save Now Choose Later____________________________2 Social Media ____________________________________9
Website Booking__________________________________3 Going Digital ___________________________________10
Call of the Wild___________________________________ 4 CPE information_________________________________11
Western CPE____________________________________5 Conferences_________________________________12-71
Self-Study Video CPE______________________________6 Federal Tax Update______________________________72
Webcast CPE____________________________________7 Federal & California Tax Update____________________73
Conference/Passport Pricing | (800) 822-4194 | 1
Save Now, Choose Later Registering Online Is Easier Than Ever
Can’t decide where to go?
With so many amazing CPE Conference locations, we know it can be difficult to choose. If you’re still not
sure but don’t want to miss out on special discount offers, you can Save Now, Choose Later!
How It Works
1
First, review our amazing resort destinations and decide to attend one or more of our CPE Conferences!
Next, take advantage of early registration savings and let us know how many days you’d like to attend –
even if you’re not sure yet which location(s) is/are right for you.
Explore Conference
Then, register for Save Now, Choose Later Online. This lets us know that you’d like a spot and locks in
your price.
dates and locations.
Finally, once you’ve decided on your location(s), contact us to select the specific courses you’d like to
attend, while at the Conference, and provide the names of any guests who will be with you. Space is lim-
ited at some locations, so we suggest you pick your potential destinations as soon as possible. Use your
purchased days in 2020.
2 Select a location for
full details and
registration options.
2 | SNCL www.westerncpe.com/2020-conference Website Booking | (800) 822-4194 | 3
We are Western CPE
A full-service CPE provider with flexible options for your specific education needs
F T H E W I L D
CAL L O
An Exclusive Perk from Western CPE
Skip class for a day, transfer your CPE credits!
Our resort locations are fantastic, and there might
be a day when you wake up and decide you’d rather CONFERENCES
explore than sit in class. Don’t worry, we’ve got you
covered! You can have your amazing vacation and
your CPE, too.
Here’s what to do:
• Contact your Western CPE On-Site Coordinator and
say, “Call of the Wild!”
• We’ll transfer the CPE credits you would have
earned in class and make them eligible for use in our
expansive Self-Study Video and Webcast CPE library.
Any topic, any course – including registration to our
popular Federal Tax Update or Federal & California SELF-STUDY
Tax Update Seminars.
• Go have FUN!
• Use your credits by the end of the year. WEBCAST
4 | www.westerncpe.com/2020-conference | Call of the Wild Western CPE | (800) 822-4194 | 5
Self-Study CPE Webcast CPE
Choose from 400+ Online and Self-Study Video courses Choose from 150+ CPE topics
Self-Study: On-Demand, 24/7/365, Self Paced.
Authored by top-quality industry experts, each Self-Study course includes a robust collection Webcasts: Interactive, Convenient, Flexible.
of learning and reference materials. Choose the format that works for you. You don’t have to learn alone to complete CPE in your busy schedule. Connect with experts
and peers through Western CPE’s Live Webcasts.
Online, Hard Copy, or Self-Study Video
Webcast Highlights
Self-Study Highlights
• Fulfill your live CPE requirements.
• Take your CPE with you. Download digital courses to any device. • Replicated live learning.
• Learn anywhere. View video CPE from any device, then • Online chat with moderators and peers. Ask questions and compare observations in real
take your exam when you choose. time.
• Fast shipping. Get optional one-business-day shipping of print materials. • Convenient scheduling options. Multiple days/times, including weekends.
• Complete your exam when you want. Take up to 12 months • Manageable, one-hour segments. Organize your learning time without missing critical
to complete your exam, with instant online grading. information.
• Print your certificate. Download or print immediately after you pass, or access anytime • No exam requirement. Check in through the webcast to verify your attendance.
from your WesternCPE.com account. • Print your certificate. Receive your certificate of completion by email within one business
day.
For more information visit
www.westerncpe.com/self-study-cpe/ For more information visit
www.westerncpe.com/webcast-cpe/
6 | www.westerncpe.com/self-study-cpe/ | Self-Study CPE Webcast CPE | (800) 822-4194 | 7
Follow us on Social Media
Stay connected year-round for the latest industry updates
Search for “Western CPE” on these platforms to follow
Corporate Group Solutions
We’ll help you meet your firm’s training needs.
Align your firm’s training strategy and budget with CPE
If you oversee continuing education for a staff of 15 or more accounting and finance professionals, we will Energetic
work with you to develop custom CPE packages and events that will not only align with your business plans
but save your firm money. snapshots
from our
Discover our group training options renowned
- Bulk CPE credit packages speakers
- Group CPE Conference rates
- In-house CPE training
- Private Webcasts
Exceptional savings
Our bulk credit discounts offer you scalable plans and pricing to give you flexibility in your CPE planning.
Provide your firm with access to Western CPE’s extensive Self-Study and Webcast CPE library at up to 50% Moving Breathtaking
off individual pricing.
testimonials shots from
Customized solutions from our our Resort
One size doesn’t have to fit all. Your dedicated representative will help you choose from our group pricing customers. Conferences
and packages or help you design in-house training. Contact us to learn more!
Contact Us Today: titus.hendricks@westerncpe.com • 406.585.3167
Social Media | (800) 822-4194 | 9
8 | www.westerncpe.com/2020-conference | Corporate Group Solutions
We’ve Gone Digital CPE Information
Learning objectives and course descriptions for all courses can be found on our website. No advance preparation is
All Conference materials available for download online. required unless otherwise noted. There are prerequisites for update, advanced, and intermediate level courses.
Conferences: There are no exams for Live Conference courses.
In an effort to lower our environmental impact and also provide our Conference attendees with the
Self-Study: Per AICPA and NASBA Standards (S9-06), QAS Self-Study courses must include an expiration date that is no
most immediate, up-to-date resources, we now offer all of your course materials for download at longer than one year from the date of purchase.
any time from your account at WesternCPE.com.
Webcasts: Webcasts provide group Internet-based CPE credits. There are no exams for Webcast courses.
Western CPE reserves the right to change Conference locations, accommodations, instructors, and course offerings.
Benefits of Going Digitalload online. Conference, seminar, and Webcast registrants will be notified of any such changes should they occur. For further
information regarding our standards and procedures, refund, complaint and/or program cancellation policies, the official
NASBA statement, and all course information, please visit WesternCPE.com.
• Materials are updated in real time. As a NASBA sponsor, our CPE credits are accepted in all 55 jurisdictions.
• Easily search hundreds of pages of clickable links.
• Avoid having to transport heavy materials in your luggage. Western CPE Sponsor IDs:
Hawaii: 14007, New York: 001353, Texas: 006477, NASBA Registry: 103220,
IRS: 0MYXB, CTEC: 2071, and CFP Professional: 3199
CPE credit hours are based on AICPA and NASBA guidelines of 1 CPE credit for every 50 minutes
Course titles have been abbreviated in some instances. For full course titles please visit our website.
IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT A CUSTOMER CARE
REPRESENTATIVE AT (800) 822-4194.
Western CPE has been a NASBA Registry provider for over 25 years.
10 | www.westerncpe.com/2020-conference | Go Digital CPE Information | (800) 822-4194 | 11
MAY 11-15
CHARLESTON, SC
Rich history, unique culture, and southern charm make Charleston, South Carolina, one of
America’s most beautiful cities.
The French Quarter and The Battery both provide wonderful examples of the architecture, history, style, and
cuisine that the city is renowned for. Old forts, churches, and plantations are also popular attractions in and
around the city, providing insight into the region’s history still influencing its culture today.
The city’s residents create a welcoming atmosphere; it’s often voted one of the friendliest cities in America.
If you’ve never been, this is your chance. The Francis Marion Hotel, an elegantly restored 1920s-style
property, is situated conveniently near many of the historic attractions you’ll want to see.
THE FRANCIS MARION
Built in the 1920s and restored in 1996 with National Trust for Historic Preservation
funds, the Francis Marion perfectly exemplifies the style and grace that Charleston
is so well known for. While the hotel retains the character of the era when it was
built, it now includes all the modern amenities you would expect, including a spa
and fitness center.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Everybody’s Critical Individual Tax Issues in 2020 Taxes David Jarmusz
Monday
May 11th Maximizing Productivity and Connections: Generations and Social
Styles in the Workplace Mgmt Jennifer Elder
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes David Jarmusz
May 12th Strategic Planning: Success on One Page Mgmt Jennifer Elder
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
May 13th Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Sustainable Accounting Standards Acctg Rod Redding
Thursday
The New Leasing Guidelines Acctg Rod Redding
May 14th
Tech Update and Best Practices Tech K2
Friday Better Financial and Operational Reporting with Excel Acctg K2
May 15th Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
12 | Register at www.westerncpe.com/2020-conference Charleston | (800) 822-4194 | 13
MAY 18-22
LAS VEGAS, NV
Las Vegas—the entertainment capital of the country—draws tens-of-millions of visitors each year
with its casinos, shows, celebrity chefs, and nightlife.
Continually reinventing itself, the city offers a seemingly endless array of entertainment options that
stimulate every sense. Whether it’s on the Strip, Fremont Street, or at one of the many other Vegas hot
spots, you won’t have trouble filling your free time in the City of Lights.
THE FLAMINGO LAS VEGAS
For over 70 years, the Flamingo name has been synonymous with Las Vegas and
nightlife. A self-contained casino, resort, and entertainment venue, the hotel offers
everything you’d expect from one of the city’s most historic landmarks. All the
entertainment, excitement, sights, and sounds of the Strip are right out your door.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Vern Hoven & Mark Seid
May 18th Successful Leadership Skills in an Ever-Changing World Mgmt Jim Lindell
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Vern Hoven & Mark Seid
May 19th The Future of Accounting in 2025 Mgmt Jim Lindell
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
May 20th Tech Update and Best Practices Tech K2
Thursday Better Financial and Operational Reporting with Excel Acctg K2
May 21st Key Tax and Estate Planning Strategies Taxes Steve Siegel
Sustainable Accounting Standards Acctg Rod Redding
Friday
The New Leasing Guidelines Acctg Rod Redding
May 22nd
Retirement, Elder Care, and Post-Mortem Planning Taxes Steve Siegel
14 | Register at www.westerncpe.com/2020-conference Las Vegas | (800) 822-4194 | 15
MAY 18 - 22
ST. GEORGE, UTAH
The stunning colors of the Mojave Desert meet the alpine highlands of the Pine Valley Mountains in
St. George, UT.
St. George and the surrounding area are a geologic and sightseeing wonderland. Situated between the
grandiose vastness of the Grand Canyon and the stunning, otherworldly landscapes of Zion National Park,
this area of the country contains wonderful surprises. Attractions include Bryce Canyon, Kolob Canyons,
and Cedar Breaks National Monument. In addition to its proximity to all things beautiful, St. George is
known for its championship golf courses and eclectic art scene.
HILTON GARDEN INN ST. GEORGE
The Hilton Garden Inn St. George provides you with the perfect location to start your
explorations of southern Utah. And, you’ll receive the same great service and
amenities that have made the Hilton chain respected around the world. Relax
poolside or enjoy their restaurant and lounge in one of our country’s most unique and
beautiful regions.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes David Jarmusz
May 18th Rainmaking: Business Development Skills to Grow Your Business Mgmt Ed Robinson
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes David Jarmusz
May 19th Leveraging and Influencing Generations to Win the Leadership Race Mgmt Ed Robinson
Wednesday World’s Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
May 20th Tech Update and Best Practices Tech K2
Thursday Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
May 21st Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Friday Better Financial and Operational Reporting with Excel Acctg K2
May 22nd Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
16 | Register at www.westerncpe.com/2020-conference St. George | (800) 822-4194 | 17JUNE 1-5
KEY WEST, FL
Slip into island time with us as we explore the wonders of Key West.
Everything there-the aquamarine waters, white-sand beaches, fresh seafood, and unique culture of the
Conch Republic-will leave you relaxed and recharged. If you feel like leaving the beach for a bit, the Ernest
Hemingway and Harry S. Truman Little White House museums are popular attractions. Get out on the water
with a charter for a sightseeing adventure, snorkeling, or deep sea fishing. Key West is also known for its
exciting nightlife, with an eclectic mix of cozy island-themed bars and clubs. Whether by day or by night,
after time in this island paradise, you’ll know why it has gained a reputation as one of America’s
top getaways.
WALDORF ASTORIA CASA MARINA
Set on Key West’s largest private beach, the elegant Casa Marina, a Waldorf
Astoria Resort, perfectly blends the relaxing ambiance of Key West with modern
luxury and amenities. It’s been known as the place to stay for visiting
businesspeople and dignitaries for almost a century.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Everybody’s Critical Individual Tax Issues in 2020 Taxes Vern Hoven & Sharon
Monday Kreider
June 1st
Rainmaking: Business Development Skills to Grow Your Business Mgmt Ed Robinson
Everybody’s Critical Business Tax Issues in 2020 Taxes Vern Hoven & Sharon
Tuesday Kreider
June 2nd
Leveraging and Influencing Generations to Win the Leadership Race Mgmt Ed Robinson
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
June 3rd Tech Update and Best Practices Tech K2
Sustainable Accounting Standards Acctg Rod Redding
Thursday
The New Leasing Guidelines Acctg Rod Redding
June 4th
Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Friday Better Financial and Operational Reporting with Excel Acctg K2
June 5th Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
Key West | (800) 822-4194 | 19
18 | Register at www.westerncpe.com/2020-conferenceJUNE 8-12
ORLANDO, FL
The magic of Walt Disney World® treats visitors to four theme parks, two water parks, a dozen
smaller attractions, and scores of restaurants.
With so many amusements and attractions to choose from, the hardest part is deciding where to begin. Join
us for fun and a lifetime of memories at this perfect family destination. We’ll be headquartered at Disney’s
Grand Floridian Resort & Spa, a Victorian-Style resort hotel with all the Disney flair that you’d expect.
Whether you’re a child or a child at heart, Disney’s unlimited attractions promise fun and excitement for all ages.
THE GRAND FLORIDIAN
Disney’s Grand Floridian would be a famous vacation destination on its own even
without all the famous theme parks just outside its front door. The resort is lavishly
designed in Disney style, with a live orchestra playing ragtime, jazz, and popular
Disney songs in the massive lobby. Multiple pools, Disney characters, nightly
fireworks, plentiful dining options, and pampering services for adults make this
resort hotel a great place for kids to play and adults to unwind.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes David Jarmusz
June 8th Rainmaking: Business Development Skills to Grow Your Business Mgmt Ed Robinson
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes David Jarmusz
June 9th Leveraging and Influencing Generations to Win the Leadership Race Mgmt Ed Robinson
World’s Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
Wednesday
Essential International Tax Strategies Taxes David Jarmusz
June 10th
Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Thursday Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
June 11th Tech Update and Best Practices Tech K2
Friday Better Financial and Operational Reporting with Excel Acctg K2
June 12th Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
20 | Register at www.westerncpe.com/2020-conference Orlando | (800) 822-4194 | 21JUNE 15-19
SANTA FE, NM
Nestled in the Valley of the Rio Grande in the Sangre de Cristo Mountains, Santa Fe, New Mexico is a
beautiful desert-mountain city with a unique, diverse history.
The city’s narrative is on full display in the art, architecture, and cuisine of the Native American, Hispanic, and An-
glo cultures that have been fusing here since the city’s inception more than 400 years ago. Known for a diverse art
scene and the laid-back vibe that comes with it, Santa Fe has over 250 galleries and a plenitude of historic sites.
Outside the city, you can soak in 320 days of sunshine each year by visiting one of the Eight Northern Pueblos,
biking, or hiking in the 1.5 million acres of national forest surrounding the city. We’ll call the Inn and Spa at Loretto
home in Santa Fe, a historic, award-winning destination with five-star amenities. It’s an incredible place to stay as
you experience why this small, high-desert city is considered one of the Southwest’s cultural and historic hubs.
INN AND SPA AT LORETTO
The Inn and Spa at Loretto, a boutique, luxury Santa Fe hotel that celebrates the authentic
Southwestern style and culture of New Mexico. Iconic adobe architecture reminiscent of the
famed Taos Pueblo welcomes you. Featuring 136 well-appointed Santa Fe suites and guest
rooms, an award-winning spa, casual fine dining in Santa Fe, and a year-round heated garden
pool, as well as many unique onsite galleries and boutiques.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Doug Stives
June 15th Successful Leadership Skills in an Ever-Changing World Mgmt Jim Lindell
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Doug Stives
June 16th The Future of Accounting in 2025 Mgmt Jim Lindell
Wednesday World’s Liveliest Accounting Update with Ray Thomspon Acctg Ray Thompson
June 17th Tech Update and Best Practices Tech K2
Thursday Better Financial and Operational Reporting with Excel Acctg K2
June 18th Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Friday Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
June 19th Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
22 | Register at www.westerncpe.com/2020-conference Santa Fe | (800) 822-4194 | 23JUNE 22-26
JACKSON HOLE, WY
Jackson Hole, surrounded by the towering peaks of the Tetons and Gros Ventre mountain ranges, is
a small western town with an upscale gloss.
The town square offers high-end boutiques, art galleries, and fine dining options. Outside of town, the fun
really starts, with activities as abundant as they are beautiful. We’ll be staying at the Snake River Lodge
and Spa, an upscale, western-themed hotel with luxury amenities so you can relax after a long day of
playing in this incredible natural setting.
SNAKE RIVER LODGE AND SPA
Like the town of Jackson Hole itself, the Snake River Lodge and Spa mixes the
charms of Western culture with an upscale flair. Located just 12 miles from
downtown Jackson Hole, the hotel features Western decorum and plush
accommodations in a beautiful natural setting. You also have an aesthetically
dramatic drive from both Teton and Yellowstone National Parks. Whether it’s the
five-story tall spa, indoor waterfalls, or incredible views of the Tetons, you’re sure to
see why this unique hotel is the resort of choice in Jackson Hole.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Karen Brosi
June 22nd Successful Leadership Skills in an Ever-Changing World Mgmt Jim Lindell
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Karen Brosi
June 23rd The Future of Accounting in 2025 Mgmt Jim Lindell
Wednesday World’s Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
June 24th Tech Update and Best Practices Tech K2
Thursday Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
June 25th Key Tax and Estate Planning Strategies Taxes Steve Siegel
Long-time Western CPE Conference attendee, Christopher
Friday Better Financial and Operational Reporting with Excel Acctg K2 Mucha captured Schwabacher’s Landing at sunrise in Jackson
June 26th Retirement, Elder Care, and Post-Mortem Planning Taxes Steve Siegel Hole, Wyoming. It certainly pays to attend a Western CPE
Conference and get up early!
24 | Register at www.westerncpe.com/2020-conference Jackson Hole | (800) 822-4194 | 25JUNE 29 - JULY 3
WASHINGTON, D.C.
Beyond its star-studded lineup of museums and monuments, D.C. greets visitors with plenty of
excitement and cosmopolitan charm.
Welcome to the nation’s cultural, historical, and political epicenter. Take a stroll through the National Mall,
where you’ll find more than 30 museums, monuments, and other significant landmarks, most with free
admission. Once you’ve taken in the Lincoln Memorial, the iconic Washington Monument, and maybe even
toured the White House, it’s time to unwind. Beyond national treasures and history, D.C. is home to more
than 20 distinct neighborhoods, each full of lively restaurants and cafés, local culture, and music to explore.
KIMPTON HOTEL PALOMAR
We look forward to welcoming you to our spirited, Washington DC hotel! From the moment
you enter the welcoming living room of Kimpton Hotel Palomar Washington DC, you’ll be
rewarded with a dynamic experience that heightens all the senses. A rich, modern, urban
refuge, our Dupont Circle hotel is marked by alluring artistic design, refined sensibilities,
and meticulous attention to detail. Come join our warm and vibrant community near
Georgetown and Embassy Row; we suspect you might wonder why you’ve waited so long.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Karen Brosi
June 29th Tech Update and Best Practices Tech K2
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Karen Brosi
June 30th Case Studies in Fraud and Control Failures Auditing K2
Maximizing Productivity and Connections: Generations and Social Mgmt Jennifer Elder
Wednesday Styles in the Workplace
July 1st
Better Financial and Operational Reporting with Excel Acctg K2
Thursday Strategic Planning: Success on One Page Mgmt Jennifer Elder
July 2nd World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
Sustainable Accounting Standards Acctg Rod Redding
Friday The New Leasing Guidelines Acctg Rod Redding
July 3rd
Employee Profitability: The Connection Between Engagement and
Burnout
Mgmt Jennifer Elder Washington D.C. | (800) 822-4194 | 27
26 | Register at www.westerncpe.com/2020-conferenceJULY 6-10
MYRTLE BEACH, SC
Known for its expansive beaches and world-class golf, Myrtle Beach, SC, is one of the East Coast’s best
family getaways.
Stroll down the Myrtle Beach Boardwalk to sample local fare, shop, and visit the 200-foot tall observation wheel.
Lounge and take in the view from one of the many beaches that make up the 60-mile long Grand Strand. If you’re
feeling a bit more active, hit the links on one of the area’s numerous championship golf courses, many of which
have hosted PGA events. After you’ve finished playing for the day, you can relax, eat fresh local seafood by the
beach and catch a show at the Carolina Opry. It’s all well within reach when you stay with us at the Marina Inn at
Grande Dunes.
MARINA INN AT GRANDE DUNES
Located right next to the Grande Dunes Resort Golf Club, the
Marina Inn at Grande Dunes is an award-winning hotel with a casual yet,
elegant atmosphere. You’ll find multiple dining options from upscale to relaxed,
featuring sustainable, farm-to-table offerings.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Everybody’s Critical Individual Tax Issues in 2020 Taxes Doug Stives
Monday
July 6th Maximizing Productivity and Connections: Generations and Social Mgmt Jennifer Elder
Styles in the Workplace
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Doug Stives
July 7th Strategic Planning: Success on One Page Mgmt Jennifer Elder
Wednesday World’s Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
July 8th Tech Update and Best Practices Tech K2
Thursday Better Financial and Operational Reporting with Excel Acctg K2
July 9th Annual Update of Essential Information for Controllers and CFOs Acctg Frank Ryan
Friday Preparing for the Next Recession: Understanding the Risks 4 Mgmt/2 Acctg Frank Ryan
July 10th Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
28 | Register at www.westerncpe.com/2020-conference Myrtle Beach | (800) 822-4194 | 29JULY 6-10
SAN DIEGO, CA
Known for its laid-back vibe, beautiful beaches, and year-round pleasant weather, San Diego offers
endless opportunities for exploration.
Downtown San Diego provides all the entertainment you’d expect from California’s second-largest city, with
a plethora of dining options, shopping opportunities, and cultural attractions. We’ll be staying just north of
downtown San Diego in La Jolla, an eclectic beach community renowned for its surfing and golf. Downtown
La Jolla offers a diverse mix of shopping, art, and dining options that cater to any style. The coastline of La
Jolla is particularly beautiful, with a craggy coastline broken by inviting beaches. Offshore surfing, marine
wildlife viewing, snorkeling, and scuba diving are all popular in the crystal-clear waters.
THE LODGE AT TORREY PINES
To be rated AAA Five Diamond, you have to do just about everything right. And at
the Lodge at Torrey Pines, everything they do is above and beyond. The lodge’s
accommodations, dining, spa, and service are among the finest you’ll find at any
hotel in the world.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes David Jarmusz
July 6th Rainmaking: Business Development Skills to Grow Your Business Mgmt Ed Robinson
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes David Jarmusz
July 7th Leveraging and Influencing Generations to Win the Leadership Race Mgmt Ed Robinson
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
July 8th Tech Update and Best Practices Tech K2
Sustainable Accounting Standards Acctg Rod Redding
Thursday
The New Leasing Guidelines Acctg Rod Redding
July 9th
Key Tax and Estate Planning Strategies Taxes Steve Siegel
Friday Better Financial and Operational Reporting with Excel Acctg K2
July 10th Retirement, Elder Care, and Post-Mortem Planning Taxes Steve Siegel
30 | Register at www.westerncpe.com/2020-conference San Diego | (800) 822-4194 | 31JULY 13-17
COEUR D’ ALENE, ID
Situated on a brilliant turquoise-colored lake, Coeur d’Alene is a spectacularly beautiful summertime
destination.
In town, you’ll find a multitude of art galleries, boutiques, dining options, and guided adventures catering directly
to visitors. The lake itself and the surrounding area are an outdoor-lover’s paradise, with activities ranging from
sightseeing to whitewater rafting. We’ll be staying at the Coeur d’Alene Golf and Spa Resort, centrally located
in the downtown area on the shore of the lake.
THE COEUR D’ALENE
The Coeur d’Alene is a majestic hotel located on the shores of one of the most
picturesque lakes in the country. You’ll revel in the incredible views of the mountains
and lake while enjoying their impressive list of services and amenities. The downtown
galleries, boutiques, and dining options are all just a short walk away – and you won’t
want to miss out on their immaculately manicured golf course with the world’s only
floating green.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Vern Hoven & Mark Seid
July 13th Rainmaking: Business Development Skills to Grow Your Business Mgmt Ed Robinson
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Vern Hoven & Mark Seid
July 14th Leveraging and Influencing Generations to Win the Leadership Race Mgmt Ed Robinson
Wednesday World’s Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
July 15th Tech Update and Best Practices Tech K2
Thursday Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
July 16th Key Tax and Estate Planning Strategies Taxes Steve Siegel
Friday Better Financial and Operational Reporting with Excel Acctg K2
July 17th Retirement, Elder Care, and Post-Mortem Planning Taxes Steve Siegel
32 | Register at www.westerncpe.com/2020-conference Kauai| |(800)
Cour D’ Alene 822-4194| |33
(800)822-4194 57JULY 13-17
BAR HARBOR, ME
The gateway to Acadia National Park, Bar Harbor is a stunning getaway located on Mount Desert Island
along Maine’s Frenchman Bay.
The island is rich in history, with walking tours offering a glimpse into a past when wealthy elites used the island
as an exclusive getaway. Today, the town serves as a launching point for exploration of the beautiful Atlantic
coastline and Acadia National Park. Sightseeing and outdoor recreation opportunities abound on the island.
Offshore, more adventure awaits, including whale watching and boat tours of the rugged, cliff-lined coast.
THE HARBORSIDE
Sitting directly adjacent to the water with incredible views of the bay, the Harborside is
the ideal place to begin your Mount Desert Island adventures. The features of this hotel
include multiple dining options, a wine bar, a bayside pool, and a full-service spa. You’ll
be right at the center of the shops and restaurants in downtown Bar Harbor.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Everybody’s Critical Individual Tax Issues in 2020 Taxes Doug Stives
Monday
July 13th Maximizing Productivity and Connections: Generations and Social
Styles in the Workplace Mgmt Jennifer Elder
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Doug Stives
July 14th Strategic Planning: Success on One Page Mgmt Jennifer Elder
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
July 15th Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Sustainable Accounting Standards Acctg Rod Redding
Thursday
The New Leasing Guidelines Acctg Rod Redding
July 16th
Tech Update and Best Practices Tech K2
Friday Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
July 17th Better Financial and Operational Reporting with Excel Acctg K2
34 | Register at www.westerncpe.com/2020-conference Bar Harbor | (800) 822-4194 | 35JULY 25 - AUGUST 5
MEDITERRANEAN CRUISE
Begin your adventure in Rome, a city rich in architecture, art, and history.
Marvel at the Roman Colosseum and the Vatican or enjoy a gelato near Trevi Fountain. Then it’s off to Istanbul, where the
Blue Mosque has existed for centuries. View the incredible architecture of the Hippodrome and Topkapi Palace or shop
exotic goods at the Grand Bazaar. Next is Ephesus, where you can visit the breathtaking ruins of the Odeon, Fountain
of Trajan, Temple of Hadrian, and the Great Theater or explore the steam baths at Scholastica. Then it’s on to Santorini,
a beautiful Mediterranean city with pristine azure waters, sandy beaches, shopping, and bistros. From there, journey to
Mykonos for a glimpse into Greek history at the ancient ruins of Delos and the Ano Mera Monastery or soak in the sun
on Elia or Kalafatis Beach. In Athens, immerse yourself in ancient history at the ruins of Corinth and the Acropolis. Take
a cruise along the famous Corinth Canal or enjoy a scenic drive to the Temple of Zeus, Hadrian’s Arch, Olympic Stadium,
and the Parthenon. Next stop is Valletta, a medieval treasure of cathedrals, fortresses, and art. Finally, wrap up your
one-of-a-kind experience in Barcelona, a city with a unique mix of both the modern and medieval. See the architectural
wonders of Gaudi or the famous works of artists like Goya, Picasso and Dali.
CELEBRITY APEX
Celebrity Apex is the second ship in Celebrity’s Edge series. With an innovative outward-facing
design and visionary spaces that stand apart, Celebrity Apex will revolutionize the way you
experience the world. Unwind in transformational accommodations that blur the boundaries
between indoor and outdoor living. Soar above the sea on the Magic Carpet. Surrender to the
carefree pleasures of the Rooftop Garden and embark on a culinary journey through an
unrivaled collection of restaurants, bars, and lounges.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Sunday Vern Hoven & Sharon
Everybody’s Critical Individual Tax Issues in 2020 Taxes Kreider
July 26th
Everybody’s Critical Business Tax Issues in 2020 Taxes Vern Hoven & Sharon
Monday Kreider
July 27th
World’s Liveliest Accounting Update with Ray Thompson Pt 1 Acctg Ray Thompson
Wednesday
World’s Liveliest Accounting Update with Ray Thompson Pt 2 Acctg Ray Thompson
July 29th
Sunday
Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
Aug. 2nd
Tuesday
Fraud and Internal Controls: An Integrated Approach Acctg Ray Thompson
Aug. 4th
36 | Register at www.westerncpe.com/2020-conference Mediterranean Cruise | (800) 822-4194 | 37JULY 27-31
SUNRIVER, OR
Surrounded by pristine high desert, lush meadows, and beautiful pine forests, Sunriver enthralls
visitors with its breathtaking natural beauty.
Nestled along the Deschutes River, at the base of the Cascade Mountains, Sunriver is the Northwest’s premier
destination for outdoor adventure. Sunriver boasts an exciting array of world-class amenities, including golf,
tennis, swimming, horseback riding, kayaking, canoeing, white-water rafting, fly fishing, biking, hiking, bird
watching, spa and fitness centers, and a variety of restaurants, from fine dining to casual. Venture beyond the
resort to the charming town of Bend, and you’ll find live music, art galleries, parks, and shopping.
SUNRIVER RESORT
Set in the foothills of the Cascade Mountains and minutes from the bustling town
of Bend, OR, Sunriver Resort is a prime Central Oregon destination for adven-
ture-filled vacations. With 300 days of sunshine every year, enthusiasts flock to
Sunriver Resort for endless outdoor recreation year round. You may even want
to move here, in which our real estate team can find you that perfect home. You’ll
never run out of things to do with four championship golf courses, a world-class
spa, skiing at nearby Mt. Bachelor, horseback riding, Paddleboarding, canoeing,
Whitewater rafting, 40 miles of biking trails and the list just goes on!
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Everybody’s Critical Individual Tax Issues in 2020 Taxes Alice Orzechowski
Monday
July 27th Maximizing Productivity and Connections: Generations and Social
Styles in the Workplace Mgmt Jennifer Elder
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Alice Orzechowski
July 28th Strategic Planning: Succes on One Page Mgmt Jennifer Elder
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
July 29th Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Thursday Sustainable Accounting Standards & Leasing Acctg Rod Redding
July 30th Tech Update and Best Practices Tech K2
Friday Better Financial and Operational Reporting with Excel Acctg K2
July 31st Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
38 | Register at www.westerncpe.com/2020-conference Sunriver | (800) 822-4194 | 39AUGUST 3-7
WHITEFISH, MT
Tucked among the stunning peaks of Glacier National Park and the shores of Whitefish Lake—
Whitefish is an outdoor paradise.
In downtown Whitefish, you’ll find inviting shops and galleries, award-winning cuisine, and a lively cultural
scene. In Glacier National Park, be sure to tour scenic Going-to-the-Sun Road and see Lake McDonald,
the Weeping Wall, Logan Pass, and more. If you enjoy hiking or mountain biking, there are 700+ miles of
trails to explore. The lake is perfect for kayaking, paddleboarding, and water skiing. Spectacular whitewater
rafting and float trips on the Flathead River also offer fun and excitement.
GROUSE MOUNTAIN LODGE
Just outside of Whitefish and a short, scenic drive from Glacier National Park,
Grouse Mountain Lodge offers a modern, comfortable atmosphere with western
flair and Montana hospitality. Relaxing by the massive fireplace at Logan’s Bar and
Grill, you can recall your Montana adventures with an evening cocktail in a warm,
inviting atmosphere. The lodge also sits adjacent to one of Flathead Valley’s nine
golf courses, all of which feature views of the towering peaks above.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Doug Stives
Aug. 3rd Successful Leadership Skills in an Ever-Changing World Mgmt Jim Lindell
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Doug Stives
Aug. 4th The Future of Accounting in 2025 Mgmt Jim Lindell
Wednesday World’s Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
Aug. 5th Tech Update and Best Practices Tech K2
Thursday Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Aug. 6th Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Friday Better Financial and Operational Reporting with Excel Acctg K2
Aug. 7th Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
40 | Register at www.westerncpe.com/2020-conference Whitefish | (800) 822-4194 | 41AUGUST 3-7
ASHEVILLE, NC
A small city with a funky attitude, Asheville offers visitors the duality of a burgeoning cultural scene
and a respite from the congestion found in larger metropolitan areas.
Downtown, you’ll find a mix of locally owned boutiques, galleries, live music venues, and farm-to-table
restaurants. You’ll also want to check out the Downtown Asheville Historic District, the centerpiece of which
is the Basilica of St. Lawrence, a beautiful example of Catalan-style architecture from the early twentieth
century. Outside of town, you’ll find plenty to do in the lush Blue Ridge Mountain countryside. Hiking, biking,
and sightseeing are popular on the region’s extensive trail system, featuring views of hundreds of waterfalls
cascading down mountainsides.
THE OMNI GROVE PARK INN
With over a hundred years of history and a chest overflowing with awards, Omni’s
Grove Park Inn is the place to stay in Asheville. Its subterranean spa, Donald Ross
designed golf course, and locally sourced restaurants perfectly compliment the
resorts historic architecture, making it the perfect place to unwind when class
is done.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Everybody’s Critical Individual Tax Issues in 2020 Taxes Mark Seid
Monday
Aug. 3rd Maximizing Productivity and Connections: Generations and Social
Styles in the Workplace Mgmt Jennifer Elder
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Mark Seid
Aug. 4th Strategic Planning: Success on One Page Mgmt Jennifer Elder
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
Aug. 5th Tech Update and Best Practices Tech K2
Sustainable Accounting Standards Acctg Rod Redding
Thursday
The New Leasing Guidelines Acctg Rod Redding
Aug. 6th
Annual Update of Essential Information for Controllers and CFOs Acctg Frank Ryan
Friday Preparing for the Next Recession: Understanding the Risks 4 Mgmt/2 Acctg Frank Ryan
Aug. 7th Better Financial and Operational Reporting with Excel Acctg K2
42 | Register at www.westerncpe.com/2020-conference Asheville | (800) 822-4194 | 43AUGUST 10-14
LAKE TAHOE, NV
Lake Tahoe’s unique blend of outdoor opportunities and exciting nightlife make it an alluring place
to explore during the day and play at night.
Outside, you’ll find incredible hiking, biking, boating, and sightseeing opportunities in the Sierra Nevada’s
natural wonderland. The trails, mountains, and water provide experiences from leisurely to strenuous,
creating activities for adventurers of any level. In town, you’ll find upscale boutiques for shopping, numerous
galleries, and exciting nightlife. Many of Tahoe’s restaurants come with stunning lakeside views, so you can
sit and watch the sunset with a glass of wine before heading in for the evening or out to test your luck at the
city’s many casinos.
HARRAH’S LAKE TAHOE
Located right on the state line, Harrah’s Lake Tahoe puts you in the middle of the
action, whether you’re looking to explore the outdoors or test your luck at the table.
A sprawling 24-hour casino, a variety of dining options, and multiple lounges and a
nightclub make this property buzz with excitement.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Everybody’s Critical Individual Tax Issues in 2020 Taxes Alice Orzechowski
Monday
Aug. 10th Maximizing Productivity and Connections: Generations and Social Mgmt Jennifer Elder
Styles in the Workplace
Tuesday Everybody’s Criticial Business Tax Issues in 2020 Taxes Alice Orzechowski
Aug. 11th Strategic Planning: Success on One Page Mgmt Jennifer Elder
Wednesday World’s Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
Aug. 12th Tech Update and Best Practices Tech K2
Thursday Key Tax and Estate Planning Strategies Taxes Steve Siegel
Aug. 13th Sustainable Accounting Standards & Leasing Acctg Ray Thompson
Friday Better Financial and Operational Reporting with Excel Acctg K2
Aug. 14th Retirement, Elder Care, and Post-Mortem Planning Taxes Steve Siegel
44 | Register at www.westerncpe.com/2020-conference Lake Tahoe | (800) 822-4194 | 45AUGUST 10-14
LONDON, ENGLAND
Join us for an incredible Western CPE first in historic London, England!
London is a modern city with ancient history stretching back to Roman times. Marvel at the city’s many
iconic landmarks, including Big Ben, Westminster Abbey, Kensington Palace, and London Bridge, whether
on the ground or in the sky on the famous London Eye. Absorb the city’s history and culture at over 170
museums or take in a production at any of the 230 theaters throughout the city. For shopping, London is a
paradise of flea markets, vintage shops, and luxury stores. Indulge your palate in innovative creations at
one of the many Michelin star restaurants or sample some local street fare. Whatever your interest, London
has everything you’re looking for to make your conference an incredible experience.
KIMPTON FITZROY LONDON
Kimpton Fitzroy London is a landmark building that occupies the eastern flank
of Russell Square, Bloomsbury. This recently opened hotel restored the original
grande dame to her former glory while administering a shot of adrenaline to the
heart of London’s most literary neighborhood. Originally built in 1898, the newly
restored building boasts a striking exterior with contemporary design that pays
homage to the building’s illustrious history.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Sharon Kreider & Karen
Everybody’s Critical Individual Tax Issues in 2020 Taxes
Aug. 10th Brosi
Tuesday Sharon Kreider & Karen
Everybody’s Critical Business Tax Issues in 2020 Taxes Brosi
Aug. 11th
Wednesday World’s Liveliest Accounting Update with Jeff Sailor Acctg Jeff Sailor
Aug. 12th Tech Update and Best Practices Tech K2
Thursday Practical and Productive SSARS and SAS Update 3 Acctg/3 Aud Jeff Sailor
Aug. 13th Case Studies in Fraud and Control Failures Auditing K2
Friday
Better Financial and Operational Reporting with Excel Acctg K2
Aug. 14th
46 | Register at www.westerncpe.com/2020-conference London | (800) 822-4194 | 47AUGUST 24-28
SAN FRANCISCO, CA
Like a jewel box, San Francisco is a small city boasting many unique treasures.
From the hip eateries of the Mission District to the nautical atmosphere of Fisherman’s Wharf to the art galleries of
SoMa, San Francisco’s neighborhoods showcase the city’s rich diversity. Hop aboard one of the city’s trolleys, and
you’ll feel like you’ve taken a step back in time. Known for the Golden Gate Bridge, San Francisco also boasts a
string of other significant landmarks, including Alcatraz, Coit Tower, and the winding descent of Lombard Street.
Come experience this dynamic city where stunning views and vibrant culture collide.
MARRIOTT FISHERMAN’S WHARF
Have a blast in the Bay Area when you stay at San Francisco Marriott Fisherman’s Wharf. Located near
world-famous attractions, our hotel makes it easy to attend a baseball game at AT&T Park or see the
sea lions at Pier 39. Spend an afternoon tasting the foods of Fisherman’s Wharf or explore the mysteries
of Alcatraz Island. The aesthetic and atmosphere of the city continues through our hotel and into our
rooms and suites complete with stylish decor. As you lay on the pillowtop beds, enjoy the premium
channels on our wall-mounted TVs. When it’s time to prioritize productivity, use our high-speed Wi-Fi
and large workstations. Start your day the right way at our on-site eatery, Red Fin Restaurant. For lunch,
dinner and evening cocktails, treat your taste buds at Red Fin Lounge. Active travelers can feel the burn
in our fitness center with cardio equipment and free weights. Whether in town to see the sights or to
meet with clients, San Francisco Marriott Fisherman’s Wharf makes sure your stay is a memorable one.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Doug Stives
Aug. 24th Rainmaking: Business Development Skills to Grow Your Business Mgmt Ed Robinson
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Doug Stives
Aug. 25th Leveraging and Influencing Generations to Win the Leadership Race Mgmt Ed Robinson
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
Aug. 26th Investment Planning for the Next Decade: Shaping Out 2020 Taxes Jeff Rattiner
Sustainable Accounting Standards Acctg Rod Redding
Thursday
The New Leasing Guidelines Acctg Rod Redding
Aug. 27th
Tech Update and Best Practices Tech K2
Friday Developing Appropriate Personal Financial Planning Strategies Taxes Jeff Rattiner
Aug. 28th Better Financial and Operational Reporting with Excel Acctg K2
48 | Register at www.westerncpe.com/2020-conference San Francisco | (800) 822-4194 | 49SEPTEMBER 14-18
COLORADO SPRINGS, CO
Resting just below Pikes Peak and the southern tip of the Rocky Mountains, Colorado Springs is a
burgeoning, family-friendly city in an incredible natural setting.
The city itself is a thriving community containing a variety of arts and culture, metropolitan shopping, the
United States Olympic Training Center, and the US Air Force Academy. We’ll be staying at The Broadmoor, an
award-winning resort and a destination in and of itself. Whether it’s outfitted adventures, golf, tennis, a luxurious
spa, or fine dining, you’ll find the accommodations and activity options at The Broadmoor second to none.
THE BROADMOOR
The Broadmoor has remained one of the most recognizable and celebrated hotels
in the world. They began welcoming guests in Colorado Springs in 1918. Their
distinctive blend of history, luxury and genuine hospitality has made them the
longest-running consecutive winner of both the AAA Five-Diamond and Forbes
Five-Star awards. The Broadmoor continues that legacy with an unmatched
selection of accommodations, activities, and experiences that invite guests to
immerse themselves in the beauty and traditions of the American West. Discover
the most unique resort in the world.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes David Jarmusz
Sept. 14th Rainmaking: Business Development Skills to Grow Your Business Mgmt Ed Robinson
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes David Jarmusz
Sept. 15th Leveraging and Influencing Generations to Win the Leadership Race Mgmt Ed Robinson
Wednesday World’s Liveliest Accounting Update with Ray Thompson Acctg Ray Thompson
Sept. 16th Tech Update and Best Practices Tech K2
Thursday Current Challenges and Key Risks in Financial Reporting Acctg Ray Thompson
Sept. 17th Key Tax and Estate Planning Strategies Taxes Steve Siegel
Friday Better Financial and Operational Reporting with Excel Acctg K2
Sept. 18th Retirement, Elder Care, and Post-Mortem Planning Taxes Steve Siegel
50 | Register at www.westerncpe.com/2020-conference Colorado Springs | (800) 822-4194 | 51SEPTEMBER 21-25
HILTON HEAD ISLAND, SC
Combining world-renowned golf with a warm island attitude, Hilton Head is a marvelously unique
luxury destination.
The Atlantic’s largest barrier island, Hilton Head offers endless possibilities for relaxation and adventure. Fill
your days with sparkling sun and gentle waves on Hilton Head’s 12 miles of pristine sand beach, and spend
your nights under endless starry skies. Explore the area’s extensive hiking, biking, and nature trail system—and
of course there’s the golf! The island is home to 24 world-class golf courses. You’ll enjoy your stay at the Inn at
Harbor Town, home of the PGA Tour’s RBC Heritage golf tournament.
THE INN AT HARBOUR TOWN—SEA PINES RESORT
The Inn at Harbour Town—Sea Pines Resort is a AAA Four Diamond-rated place of
luxury. Reflecting the refreshing colors of the coast, the entire Inn radiates calming
elegance. Each beautifully appointed guest room is spacious and loaded with comforts,
including in-room mini bars, 24-hour room service, iPod docking stations, gourmet
coffee and tea each morning, Italian linen and terry, custom-made mattress sets, and
laptop-sized in-room safes. After a day of pleasure, enjoy a hot walk-in shower with a
rainfall showerhead, and relax in a plush robe and slippers in the soundproofed room.
Your time here will be spent in the lap of luxury, and you’re sure to never forget it.
SCHEDULE:
Earn 6 CPE credits per day PLUS 2 bonus credits
Classes run from 7:30am–1:00pm.
DAY COURSE CATEGORY INSTRUCTOR
Monday Everybody’s Critical Individual Tax Issues in 2020 Taxes Alice Orzechowski
Sept. 21st Successful Leadership Skills in an Ever-Changing World Mgmt Jim Lindell
Tuesday Everybody’s Critical Business Tax Issues in 2020 Taxes Alice Orzechowski
Sept. 22nd The Future of Accounting in 2025 Mgmt Jim Lindell
Wednesday World’s Liveliest Accounting and Auditing Update Acctg Rod Redding
Sept. 23rd Tech Update and Best Practices Tech K2
Sustainable Accounting Standards Acctg Rod Redding
Thursday
The New Leasing Guidelines Acctg Rod Redding
Sept. 24th
Key Tax and Estate Planning Strategies Taxes Steve Siegel
Friday Retirement, Elder Care, and Post-Mortem Planning Taxes Steve Siegel
Sept. 25th Better Financial and Operational Reporting with Excel Acctg K2
52 | Register at www.westerncpe.com/2020-conference Hilton Head Island | (800) 822-4194 | 53You can also read
