Western CPE
INSTRUCTORS
At Western CPE, we take the instruction presented in our courses and at conferences seriously. Our instructors are industry experts, carefully selected to provide you the most current and relevant topics. Because of their dynamic instruction, you will be able to immediately apply what you learn. The material delivered is 100% original content created by our faculty with you in mind. See for yourself why Western CPE is known for delivering the best quality financial and accounting CPE in the industry.
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          Vern Hoven, CPA, MT  Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year … 
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          Sharon Kreider, CPA  Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax … 
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          Karen Brosi, CFP, EA  Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax a … 
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          Ed Robinson, CPA, CSP  Ed Robinson, CPA, CSP, is a highly recognized international speaker, business-growth coach, and auth … 
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          Steven M. Bragg, CPA  Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business b … 
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          Delta CPE LLC  For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financi … 
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          Danny Santucci, JD  Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal care … 
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          Joseph Helstrom, CPA  Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and coursewa … 
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          Jeff Sailor, CPA  Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon grad … 
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          Patricia McCarthy, MBA  Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and coursew … 
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          Mary S. Schaeffer, MBA  Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that r … 
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          Marshall Romney, CPA, PhD, CFE  Marshall Romney, CPA, PhD, CFE, is the John and Nancy Hardy Professor of Accounting and Information … 
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          Larry L. Perry, CPA  Larry L. Perry, CPA, has been in practice for over 40 years. He writes accounting and auditing manua … 
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          Jennifer Elder, CPA, CFF, CIA, CMA  Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a b … 
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          Michael J. Walker, CPA  Michael J. Walker, CPA, is based in New England and has decades of accounting experience in the fina … 
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          Paul J. Winn CLU ChFC  Paul J. Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and secur … 
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          Jeff Lanza  Jeff Lanza was an FBI special agent for over 20 years. He investigated corruption, fraud, organized … 
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          Francis X. Ryan, CPA, CGMA, MBA  Francis X. Ryan, CPA, CGMA, MBA, is the president of F.X. Ryan & Associates, which specializes i … 
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          Robert Keebler, CPA, AEP, MST, CGMA  Robert Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, … 
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          Steven G. Siegel, JD, LLM  Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to a … 
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          Robert (Bob) E. McKenzie, EA, Esq.  Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chica … 
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          Dennis Dycus, CPA, CFE, CGFM  Dennis Dycus, CPA, CFE, CGFM, recently retired after 39 years with the Office of the Comptroller of … 
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          Jeff Rattiner, CPA, CFP  Jeff Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, … 
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          Tom Noce, CPA  Tom Noce, CPA, CFE, has over 37 years of experience in the field of public accounting, including eig … 
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          Kelen Camehl, CPA, MBA  Kelen is a recognized author and reviewer of CPE courses and has authored over 145 courses (350+ CPE … 
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          K2 Enterprises  K2’s goal is to produce and deliver the highest quality technology seminars and conferences availabl … 
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          Sandra Leyva, CPA  Sandra Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in A … 
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          K2 Enterprises (Randolph P. (Randy) Johnston, MCS)  Randolph P. (Randy) Johnston is a nationally recognized educator, consultant, and writer with over 3 … 
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          K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)  Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Adminis … 
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          Mark Seid, EA, CPA, USTCP  Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. … 
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          Kurt Oestriecher  Kurt Oestriecher is the partner in charge of accounting and auditing services with Oestriecher & … 
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          David F. Jarmusz, CPA, JD, LLM  David F. Jarmusz, CPA, JD, LLM, is a partner at Jarmusz & Associates Tax, LLC. He is also a vete … 
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          Claudia Hill, EA, MBA  Claudia Hill, EA, MBA, is a nationally recognized tax professional and a frequent lecturer on taxati … 
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          K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)  Brian F. Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting … 
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          Alice Orzechowski, CPA, CMA, EA  Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Econ … 
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          K2 Enterprises (Lawrence A. (Mac) McClelland, MBA, JD)  Lawrence A. (Mac) McClelland, MBA, JD, is an attorney and accounting professional. Mac was formerly … 
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          K2 Enterprises (Stephen M. Yoss, Jr., CPA)  Stephen M. Yoss, Jr., CPA, MSIST, is a certified public accountant, the senior technology strategist … 
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          Chris Pembrook, CPA,MBA,CGAP,CRFA  Chris Pembrook, MBA, CGAP, CPA, is a manager for Crawford & Associates, P.C., Certified Public A … 
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          Greg Conderacci  For more than four decades, Greg Conderacci has been using the magic of communication to help people … 
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          Shehan Chandrasekera, CPA  Shehan Chandrasekera is a Certified Public Accountant in the state of Texas and New Jersey. He speci … 
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          Katye Maxson-Landis, CPA  Katye Maxson-Landis is irreverent, inquisitive, and professionally skeptical of just about everythin … 
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          K2 Enterprises (Ward Blatch)  Ward Blatch provides consulting and training services as the Managing Director for K2E Canada throug … 
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          Western CPE  Western CPE helps tens of thousands of Tax Advisors and CPAs understand constant tax changes so they … 
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          Evan M. Levine, ChFC  Evan M. Levine began his career in the summer of 1988 as the very first intern for New York City’s # … 
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          Nainesh Shah, CFA  Nainesh Shah grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, … 
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          Amy Vetter  Amy Vetter, CPA, CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote spea … 
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          James Lange, CPA, Attorney  James Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 t … 
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          William T. Allen  Originally from the San Francisco Bay Area, Bill has 30 years of federal audit and contract monitori … 
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          Sefton Boyars  Until his retirement in October 1996, Sefton Boyars was the Department of Education’s Regional Inspe … 
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          Jane Ryder, EA, CPA  Jane Ryder, EA, CPA is the owner of Brass Tax Ryder Professional Group, Inc., a full service tax and … 
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          Frank Castillo, CPA  Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work in … 
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          Mary Kay Foss, CPA  Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty y … 
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          Larry Pon CPA/PFS, CFP, EA, USTCP, AEP  Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Plann … 
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          Sunish Mehta, CPA, CGMA  Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of … 
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          William B. Henry – Founder & CEO of “The WBH D.E.I.I. Experience”  With more than 20 years of experience William B. Henry specializes in having D.E.I.I. conversations … 
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          James Counts, CPA, CTFA  Sole Proprietorship since 1987, CPA since 1982. James Counts has extensive experience in income tax … 
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          Robert W. Jamison, CPA, Ph.D.  Robert “Bob” W. Jamison, CPA, Ph.D., is Professor Emeritus of Accounting at Indiana University, Purd … 
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          A.J. Reynolds, EA  A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though … 
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          Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA  Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical cons … 
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          Adam Fayne, Attorney  Adam Fayne assists companies and individuals, nationally and internationally, on corporate and tax i … 
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          Cost Segregation Authority  Cost Segregation Authority was first established in 2006 at the infancy of modern cost segregation s … 
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          CSA Erik Oliver  Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joi … 
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          CSA Steve Ruf  Steve Ruf is the CEO of Cost Segregation Authority, LLC. He holds a Bachelor of Science degree from … 
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          Jennifer F. Louis, CPA  Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality traini … 
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          Tony Nitti, CPA, MST  Tony Nitti, CPA, MST is a partner in the National Tax Department of EY US, with a focus on Section 1 … 
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          Damien Martin, CPA, MST  Damien R. Martin, CPA, MST will be joining EY as a partner in the Private Client Services tax practi … 
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          Darryl Lee Brown, EA, CPA, Ph.D.  As a former senior manager, with a “big six” public accounting firm, Darryl has a vast array of expe … 
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          Kelly Phillips Erb, J.D., LL.M  Kelly Phillips Erb, J.D., LL.M, is Tax Counsel for White & Williams, LLP where her primary pract … 
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          Orumé Hays, CPA, CGMA, MST  Orumé Hays, CPA, CGMA, MST, is the Founder and CEO of HAYS CPA LLC, a boutique client advisory and a … 
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          Nicole Davis, CPA, MBA  Nicole Davis, CPA, MBA, is the founder and CEO of Butler-Davis Tax & Accounting, BD Payroll, and … 
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          Bogdan Constantin  Bogdan Constantin is a serial entrepreneur and investor. He previously founded Menguin, the world’s … 
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          Jason Staats, CPA  Jason Staats, CPA has run a $5M accounting firm, built a successful SAAS company, sold a startup, an … 
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          Josh Youngblood, EA, CTRS, NTPI  Josh Youngblood, EA, CTRS, NTPI, began his business career over 25 years ago, starting his first com … 
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          Alicyn McLeod, CPA, CFP  Alicyn McLeod is an Atlanta-based CPA and CFP®, specializing in tax advisory and tax-focused wealth … 
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          Logan Graf, CPA  Logan Graf, CPA, is the owner of The Graf Tax Co. PLLC, located in the Austin, TX area. He holds a M … 
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          Lorilyn Wilson, CPA  Lorilyn Wilson is a CPA, mother, and accounting personality. Located in the Pacific Northwest, Loril … 
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          Brian Streig, CPA  Brian Streig, CPA has nineteen years of public accounting experience in tax assistance and complianc … 
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          Lily Tran, EA, CTC  Lily Tran, EA, CTC, is the Founder of TaxUSign®, a Washington State firm providing virtual tax help … 
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          Cecily VM Welch, CPA, PFS, CFP  Cecily VM Welch, CPA, PFS, CFP, demystifies complex financial issues so people can make informed dec … 
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          Fred Stein, CPA, EA  Fred Stein, CPA, EA is the tax director of BQ Tax & Accounting, Ltd, a firm dedicated to working … 
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          Sabrina P. Cook, CPA  Sabrina P. Cook, CPA, is a tax practitioner, speaker, mom, and accounting personality. Based in Nort … 
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          Jessica L. Smith, EA  Jessica L. Smith, EA is a speaker and educator with more than a decade of experience helping small b … 
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          Jeremiah B. Pagano, Esq., LL.M., CEPA, PC  Jeremiah B. Pagano, Esq., LL.M., CEPA, PC is a securities regulatory and corporate compliance attorn … 
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          Illyasha Peete  Illyasha Peete, a Chief Member at Chief, is part of a powerful network of women leaders who support … 
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          Jamie O’Kane, CPA, CTC  Jamie O’Kane, CPA, CTC is the owner of the Colorado based CPA firm Abundant Beans Tax & Accounti … 
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          Matt Gaylor, EA, CTC  Matt Gaylor, EA, CTC has been serving clients in tax compliance, planning and resolution as owner of … 
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          Tyler Menzer  Tyler Menzer is a Ph.D. Candidate at the University of Iowa, graduating in 2024. His research involv … 
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          Ashley Francis, CPA  Ashley Francis is a CPA with 23 years of experience. She specializes in helping ultra-high net worth … 
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          Alex M. Parker  Alex M. Parker, principal at Capitol Counsel, LLC, has over a decade of experience analyzing interna … 
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          BRAYN Consulting, LLC  BRAYN Consulting, LLC is a niche consulting firm that empowers business through specialty tax incent … 
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          Jared M. Le Fevre  Jared Le Fevre is a Partner in Crowley Fleck’s Tax, Trusts & Estates and Creditor’s Rights Pract … 
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          Yvette Durazo, Unitive Consulting  Being the youngest of seven children, she has been a negotiator and mediator from the cradle. As a f … 
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          Lucas H. Forcella  Lucas primarily practices as a business attorney, advising clients on commercial transactions (inclu … 
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          Joshua “JJ the CPA” Jenson  Joshua Jenson, CPA has 32 years of public accounting experience in tax, specializing in LLC, partner … 
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          Amanda Jenson  Amanda Jenson, a proud native of the red dirt state, hails from Chickasha, OK, and has deep roots in … 
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          Dr. Josh McGowan  Dr. Josh McGowan is an accounting professional and educator, holding a Doctorate in Business Adminis … 
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          Rocco Lueck, Ph.D.  Dr. Rocco Lueck is an Associate Professor and Chairperson of the Business Department at D’Youville U … 
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          Kevin Stratvert  With over 4.5 million subscribers and 30 million views monthly, Kevin Stratvert’s YouTube, Instagram … 
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          Tom Gorczynski, EA, USTCP  Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law m … 
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          Natalie Kolodij, EA, CRETS  Natalie Kolodij, EA, CRETS is an IRS Enrolled Agent who has been working exclusively with Real Estat … 
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          Matthew Metras, EA  Matt Metras, EA is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing si … 
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          Brad D. Messner, MBA, EA  Brad D. Messner, MBA, EA is a seasoned professional in both the technology/cybersecurity domain and … 
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          Jennifer Sailor, CPA  Jennifer has a master’s degree in accounting and works for a large regional Florida CPA firm in the … 
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          Russell W. Sullivan  Russ Sullivan chairs the National Tax Policy Group for Brownstein Hyatt Farber Schreck, LLP and prov … 
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          Kate Roth, LL. M.  Kate is an associate in Tonkon Torp’s Tax and Executive Compensation & Employee Benefits practic … 
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          Aaron Denbo, MAS, CFE, CFIAaron Denbo is the Special Investigations Instructor with The PsyFIN Group, which focuses on trainin … 
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          John H. Higgins, CPA, CITP  John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, … 
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          Arthur Joseph Werner, JD, MS  Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm o … 
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          Alison Garcia  Alison Garcia is an expert in the accounting and bookkeeping industry, with an in-depth understandin … 
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          Shannon Hall, EA  Shannon Hall, EA has worked in the tax industry for over a decade, working in both boutique and corp … 
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          Kyle Schaeffer, CPA, CFE  After receiving a bachelor’s degree in mathematics from the University of Florida in 2016, Kyle grad … 
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          Dr. Michael R. BurchamMichael Burcham is an entrepreneur, executive coach, investor, and strategist with 30 years of exper … 
 
								 
								