CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

CPE CONFERENCE

Colorado Springs, CO

August 12 - 16, 2024

With our acclaimed CPE conferences, you’ll get world-class continuing professional education and a bucketlist vacation experience, all in one package.

Class Days

1 - 5

Available Courses

10

Live Credits Available

30

New Federal Tax Update

Yes

CPE CONFERENCES

Get Your CPE In Paradise

The Best Instruction—Period

For over 30 years, Western has set the bar for best-in-class instruction. Our instructors are renowned industry veterans with decades of experience.

First Class Amenities

Details matter, and we’re deeply focused on getting them right. Your food and thread count are important to us, which is why we only settle for the best.

Fun Destinations

Have fun. Relax. Golf. See a show. Get a spa treatment. Our CPE is application-oriented, but it won’t dominate your entire trip. Who says you can’t mix work and pleasure?

CONFERENCE VENUE:

The Broadmoor

The Broadmoor welcomes guests to a legendary resort with impeccable service and distinctive amenities. Here, the spirit of the West inspires the adventurer within, providing endless opportunities to explore the picturesque mountains, streams, and canyons that have inspired generations. 

Starting at $399 Per Night

Discount ends July 11, 2024

Diamond icon

World's longest-running winner of the Forbes Five-Star and AAA Five-Diamond awards

Two Championship Golf Courses

Childcare Services & Children's Concierge

Recommended Hotel Accommodations 

STARTING AT $259 / NIGHT – Discount ends July 11, 2024

Residence Inn Colorado Springs South

Pool icon

Indoor Pool

Tennis Courts

Dry Cleaning Services

Fitness Center

Conference Location

The Broadmoor​

9 Restaurants, Cafes & Lounges

20 Specialty Retail Shops

Free Parking

Breathtaking Views

hotel Accommodations 

The Broadmoor​

Seasonal Water Slides & Children's Wading Pool

20 Restaurants, Cafes & Lounges

Florist Services

Movie Theater

The Spa at The Broadmoor

Five Tennis Courts

Three Dedicated Outdoor Pickleball Courts

Three Outdoor Hot Tubs

Pool icon

Three Swimming Pools

Learning Highlights 

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CPe Topic highlights

Taxes, Computer Software & Application, Accounting, Auditing

Instructor highlights

Mark Seid, Robert Jamison, Segregation Authority, K2 Enterprises, Jeff Sailer

Instructors

Meet our experts

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

Sharon Kreider, CPA

Instructors Courses:

2023 Federal Tax Update (Complete Edition)

GROUP DISCOUNTS

Send your whole team on a CPE vacation.

Western CPE for Business is a smarter strategy to drive real CPE transformation. Upskill your teams, improve retention and satisfaction, and get a real ROI on your continuing education.

COURSE SELECTION

Select Your Conference Courses

Fast Track Course Selection

Unlock your career potential with just a click! Explore our fast track courses packages in Tax, Accounting & Finance, and Finance Leadership tracks by selecting the buttons below. Elevate your skills and accelerate your journey to success.

*Please note the fast track course selections provided are suggestions; individuals should verify compatibility with their credentials/licensing before registering.

Tax Professional

Practical insights into the latest tax developments and strategies to keep you ahead of the game.

Select Courses

Accounting & Finance

A&A and GAAP updates, risk assessment, quality management, and beyond.

Select Courses

Financial Leadership

Whether you’re leading a firm now or seeking to rise to new heights, these courses will help you get there faster.

Select Courses

Day 1 - Monday, August 12

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Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

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Course Description

Whether you hold a position as an owner, operator, general manager, staff member, or department head in a hotel or restaurant property, this course will enhance your accounting knowledge and boost your confidence in decision-making. You’ll gain hands-on experience in benchmarking various hotel, lodging, and restaurant units throughout the course. This practical exposure will enable you to assess your performance relative to competitors in the lodging industry. You’ll be better equipped to make informed choices in procurement, staffing, operations, and marketing budget allocation.

The central focus of the course is on decision-making skills, including accurately interpreting financial statements, benchmarking against competitors, and drawing precise inferences to optimize your decisions.

Learning Objectives

  • Examine and cite the Uniform System of Accounts for the Lodging Industry (USALI)
  • Learn how to apply managerial accounting tools to improve flow through
  • Apply and use specific financial statements for better decision-making
  • Discuss ways to benchmark hotel and restaurant performance
  • Cite the best ways to prepare operating budgets and monitor performance
  • Understand the consistencies and differences between USALI and U.S. GAAP with reference to IFRS

Day 2 - Tuesday, August 13

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Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

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Course Description

This course explores the impact of unresolved conflict in workplaces, emphasizing that employees often leave due to poor management rather than company issues. It introduces Conflict-IQ™ as a tool to understand and manage conflict positively within diverse organizational cultures. Drawing on extensive experience, it guides participants through foundational principles and practical applications of Conflict-IQ™, integrating emotional intelligence for effective conflict resolution. By course end, participants gain the skills to cultivate collaborative, inclusive environments, fostering growth and innovation within their organizations.

Learning Objectives

  • Analyze the relationship between unresolved conflict and employee turnover, distinguishing between company-related issues and management-related factors.
  • Evaluate the role of effective conflict management in fostering a positive workplace culture, emphasizing the impact on employee retention and organizational success.
  • Demonstrate proficiency in utilizing Conflict-IQ™ as a strategic tool to understand, address, and resolve conflicts within diverse organizational settings.
  • Apply foundational principles of Conflict-IQ™ to real-life workplace scenarios, integrating emotional intelligence techniques for effective conflict resolution.
  • Synthesize strategies for cultivating collaborative and inclusive environments, utilizing Conflict-IQ™ principles to promote growth and innovation within teams and organizations.
  • Develop a comprehensive plan for implementing Conflict-IQ™ practices within their respective workplaces, ensuring long-term sustainability and organizational development.

Day 3 - Wednesday, August 14

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Course Description

Bogdan Constantin will teach you how to apply entrepreneurial management strategies and tactics to your firm, team, or company. He’s committed to teaching the disciplines of entrepreneurial thinking that produce not just entrepreneurial inspiration but a strategic frame of mind. You’ll learn how to better measure success and reframe your priorities based on available business levers. You’ll see how your current business or industry environment can influence success or failure and what to do about it. You’ll learn how companies develop unique internal sources of competition to create advantages and thrive with disruptions in their marketplace or industry.

Learning Objectives

  • Cite and apply KPIs to measure business success
  • Learn how to develop internal sources to create competitive advantages
  • Discuss ways companies win with evolving business models and value propositions
  • Apply growth strategies and tactics to survive and thrive during marketplace disruptions
  • Learn how to create a sustainable, continuous improvement environment
  • Identify and discuss ways to Manage commercialization challenges and market launches efficiently and effectively
  • See beyond current paradigms in order to uncover innovation needs and to predict impact through strategic idea and concept development
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Course Description

Discover how to take your clients and businesses to the next level with Brayn Consulting’s Specialty Tax Incentives Course. This course will equip you with the skills to create effective collaboration and lead teams of professionals, including lawyers, engineers, accountants, and tax support staff. You will learn how to review, document, and substantiate tax incentives specific to your clients, and gain insight into the latest industry best practices for maximizing tax credits and deductions. With Brayn Consulting, you’ll have access to expert knowledge and guidance on the R&D Tax Credit, 174 R&E Expenses & Amortization, 45L Energy Efficient Home Credit, 179D Energy Efficient Commercial Building Deduction, Cost Segregation, Building Science Consulting, Employee Retention Tax Credit, Payroll Tax Credit, Tax Audit Resolution, and the Investment Tax Credit. Elevate your business and start empowering your clients today with Brayn Consulting’s course.

Learning Objectives

  • Examine how to leverage tax incentives for renewable and energy-efficient projects
  • Recognize which businesses can take advantage broad definition of “qualified research” tied to the R&D tax credit
  • Cite ways Building owners can take advantage of the ability to look back and “catch-up” lost depreciation deductions without having to amend a tax return
  • Discuss Tax Audit Resolution strategies and comprehensive documentation frameworks
  • Understand Section 48 federal tax credit for installing renewable or recoverable property in 2023 & after
  • Learn and discuss why the architecture, engineering, construction, manufacturing, software, transportation, and biotechnology industries are earmarked for tax incentives

Day 4 - Thursday, August 15

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Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest accounting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to, Credit Losses, Lease Implementation Issue, miscellaneous FASB updates and Compilations and Review issues. Topics covered in this course include GAAP updates SSARS and accounting theory for useful financial information.

Learning Objectives

  • Identify and apply the most pervasive GAAP updates
  • Cite the basics of the narrow scope GAAP updates
  • Apply the major provisions of the standard for Credit Losses
  • Apply the standards for financial instruments
  • Apply the standards for preparations, compilations and reviews
  • Discuss the aspects of recent fraud cases
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Course Description

Financial, retirement, tax, and valuation issues are critical concerns when contemplating a divorce. Understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. Learn business valuation and the division of assets. Discuss property, retirement, and other possibilities that may enter the equation. Gain insights on the tax and financial ramifications of divorce. Navigate the assessment and division of financial assets before, during, and after the divorce.

Learning Objectives

  • Minimizing the inevitable financial damage
  • Financial issues in the heart of dividing assets in a post COVID world!
  • Understanding which types of assets, plans or equity components the client should pursue during the division.
  • Tax elements inherent in valuing and selling assets
  • Valuing retirement plans
  • Community property vs. common law issues
  • The importance of being prepared by planning in advance
  • The ongoing payment issues dealing with alimony and child support
  • The rash of documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post nuptials and many others
  • The advanced income tax issues including like-kind exchanges, filing status issues, credits and asset sales
  • The advanced retirement issues including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
  • The high-level valuation issues including closely held business, stock redemptions, partnership redemptions and stock options
  • Redesigning the personal financial plan after divorce

Day 5 - Friday, August 16

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Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest reporting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to risk assessment, compilation and review, and implementation of the System of Quality Management.

Learning Objectives

  • Implement a system of quality management
  • Apply the standards for risk assessment in an audit
  • Apply the standards for other audit standards
  • Apply the standards for performing a compilation
  • Apply the standards for performing a review
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Course Description

In today’s tough economic environment, Finance leaders, like CEOs, must also shift their mindset. Every firm and company faces an existential threat, whether it’s excessive cash burn, liquidity crises, or raging competition. Financial Leaders need to know how to take control of capital allocation, scrutinize areas of revenue leakage, and identify pockets of profitability.

Frank Ryan or Jennifer Elder will show you how Financial Leaders and their teams can think differently to survive and thrive during peacetime and wartime.

Learning Objectives

  • Discuss & Identify current economic trends impacting your situation
  • Learn to apply strategies during changing landscapes
  • Identify when to shift priorities based on profitability or growth goals
  • Learn & Discuss methods to create better visibility into financial data
  • Apply accountability measures to address financial constraints
  • Cite the right skill set financial leaders need

Selected Courses

5 Days Includes: 40 Total Credits

(30 LIVE CREDITS +10 BONUS CREDITS)

$2,729 $4,190

You Save: $1,461 (35%)

4 Days Includes: 32 Total Credits

(24 LIVE CREDITS +8 BONUS CREDITS)

$2,229 $3,352

You Save: $1,123 (34%)

3 Days Includes: 24 Total Credits

(18 LIVE CREDITS +6 BONUS CREDITS)

$1,879 $2,514

You Save: $635 (25%)

2 Days Includes: 16 Total Credits

(12 LIVE CREDITS +4 BONUS CREDITS)

$1,508 $1,676

You Save: $168 (10%)

1 Day Includes:8 Total Credits

(6 LIVE CREDITS +2 BONUS CREDITS)

$838

Please select conference courses above to continue.

4 Days Includes: 32 Total Credits

(24 LIVE CREDITS +8 BONUS CREDITS)

$2,514 $3,352

You Save: $838 (25%)

3 Days Includes: 24 Total Credits

(18 LIVE CREDITS +6 BONUS CREDITS)

$2,011 $2,514

You Save: $503 (20%)

2 Days Includes: 16 Total Credits

(12 LIVE CREDITS +4 BONUS CREDITS)

$1,508 $1,676

You Save: $168 (10%)

1 Day Includes:8 Total Credits

(6 LIVE CREDITS +2 BONUS CREDITS)

$838

Please select conference courses above to continue.

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