Whitefish, Montana Conference Completed
September 19 - 23, 2012


“Breathtaking” comes to mind when recalling Whitefish, Montana. Mountain town milieu abounds in this charming community known for its world-class recreation, lively night scene, and proximity to one of America’s finest national parks.

Experience first-rate luxury and style at The Lodge at Whitefish Lake, a classic timber lodge and full-service resort that perfectly captures the spirit of the West. The Lodge is right on the lakeshore; sip fine coffee or enjoy breakfast on the deck, lounge by the pool, or stroll the marina—all against an elegant backdrop of pine-forested mountains.

In the Flathead Valley, you’re just a few miles from exploring world-famous grandeur in Glacier National Park. One of the most spectacular drives in the country, Going-to-the-Sun Road winds 50 miles through the park and climbs to majestic sites like Weeping Wall, McDonald Falls, and Triple Arches. The road summits at Logan Pass, where you’ll discover one of Glacier’s most accessible and popular hikes, the Hidden Lake Nature Trail.

Your adventures may also include the-fish-that-got-away when you try your luck fly fishing the Flathead River system. Or maybe that birdie you scored on the 7th hole at Whitefish Lake Golf Club. You might even catch sight of some exotic wildlife; bighorn sheep, mountain goats, and elk are abundant around here. One thing’s for sure, when you join us in this magical alpine wonderland, five days will equal a thousand memories.

Accommodations

The shore of Whitefish Lake is like a nostalgic summer snapshot—one of boys jumping from wood-planked swimming platforms and couples rowing canoes. We’ve arranged your stay at The Lodge at Whitefish Lake, where stone fireplaces and leather chairs provide a perfect perch for sharing stories of the day’s adventures. This AAA Four Diamond-rated lodging is worth the trip itself. With slate baths and walk-in showers, a full-service spa, a lakeside pool and hot tub, a top-rated lounge, and a suite of other amenities, the Lodge exceeds expectations in coupling luxury with the rustic flavor of Montana.

Basic room rate: $180 (does not include taxes and fees).

Click here for more information about the hotel and transportation.

Area Highlights

• Glacier National Park
• Going-to-the-Sun Road
• Logan Pass
• Hidden Lake Nature Trail
• Fly Fishing
• Golf
• Hiking
• Zip Line Tours
• A Walk in the Treetops
• Alpine Slide
• River Rafting
• Rock Climbing
• Horseback Riding & Wagon Rides
• The Alpine Theatre Project
• The Whitefish Theatre Company

Schedule
Unless otherwise noted, all courses are 6 live CPE credits and meet from 7:30 a.m. - 1:00 p.m. Each attendee is allowed, at no extra cost, 2 CPE credits for each live course attended. Credit hours are based on AICPA/NASBA guidelines of 1 CPE credit for every 50 minutes.

Tuesday - September 18, 2012	Activities: Times Subject to Change
	Conference Reception 6:30 PM-7:30 PM
Wednesday - September 19, 2012	Activities: Times Subject to Change
Critical Individual Tax Issues in 2012   Ron Roberson 7:30 AM - 1:00 PM    (6 Taxes) Key Financial & Economic Issues for Finance Professionals   Francis X. Ryan 7:30 AM - 1:00 PM    (6 Mgt Advsry Srvcs)	Guest Reception 9:30 AM-10:30 AM Glacier National Park Trip 1:30 PM-7:00 PM
Thursday - September 20, 2012	Activities: Times Subject to Change
Critical Business Tax Issues in 2012   Ron Roberson 7:30 AM - 1:00 PM    (6 Taxes) It Cost What? A Unique & Practical Approach to Implementing Activity-Based Costing   Francis X. Ryan 7:30 AM - 1:00 PM    (6 Accounting)	Glacier Raft Trip & BBQ Dinner 1:30 PM-8:30 PM
Friday - September 21, 2012	Activities: Times Subject to Change
Proven Business Best Practices in a Tough Economy   Stuart Ellis-Myers 7:30 AM - 1:00 PM    (6 Bus Mgt & Org) World's Liveliest Accounting Update   Rod Redding 7:30 AM - 1:00 PM    (6 Accounting)	Dinner at Ciao Mambo 5:30 PM-8:00 PM
Saturday - September 22, 2012	Activities: Times Subject to Change
Leadership Strategies That Have Worked for Your Peers   Stuart Ellis-Myers 7:30 AM - 1:00 PM    (6 Bus Mgt & Org) Family Succession Planning: Entities & Wealth Management Techniques   Owen Fiore 7:30 AM - 1:00 PM    (6 Taxes)	Big Mountain Walk in the Trees 1:15 PM-4:30 PM Big Mountain Zip Line 1:15 PM-5:30 PM
Sunday - September 23, 2012	Activities: Times Subject to Change
Family Succession Planning: Valuation & Discount Structures   Owen Fiore 7:30 AM - 1:00 PM    (6 Taxes) What Every Financial Professional Needs to Know About Financial Instruments   Rod Redding 7:30 AM - 1:00 PM    (6 Accounting)
This course is CFP Board accepted. This course is IRS accepted.

Sorry This Conference Is Completed

Bonus CPE Downloads and Grading
Click Here for Conference Self-Study Materials