2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE

Page created by Byron Lambert
 
CONTINUE READING
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS

2020       CONFERENCES
28 EXCITING DESTINATIONS, INCLUDING LONDON!
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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
2020 CONFERENCES - CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS - Western CPE
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 | 17
JUNE 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-conference
JUNE 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 | 21
JUNE 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 | 23
JUNE 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 | 25
JUNE 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-conference
JULY 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 | 29
JULY 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 | 31
JULY 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     57
JULY 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 | 35
JULY 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 | 37
JULY 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 | 39
AUGUST 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 | 41
AUGUST 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 | 43
AUGUST 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 | 45
AUGUST 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 | 47
AUGUST 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 | 49
SEPTEMBER 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 | 51
SEPTEMBER 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 | 53
You can also read