CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

CPE CONFERENCE

Tempe, AZ

October 28 - November 1, 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

8

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?

JOIN US AT

Omni Tempe Hotel at ASU

Nourish your appetite for discovery at AAA Four Diamond-rated Omni Tempe Hotel at ASU. Situated in Tempe’s newly revitalized downtown, guest rooms at our serene retreat are a cool contrast to the desert landscape beyond. Unwind on the expansive rooftop pool deck amid views of the city at our hotel in Tempe, AZ.

Starting at $249 Per Night

Discount ends September 26, 2024

AAA Four Diamond-rated

Downtown Location

near Scottsdale and Phoenix

hotel Accommodations 

Omni Tempe Hotel at ASU

24-hour fitness center

In-room Get Fit Kits available

Shoe shining service

Omni Kids Crew

In-room dining

skyline views

rooftop pool deck

Full-service restaurant

Rooftop bar

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 for this conference is not yet available.

No worries, though – you can still secure an amazing discounted price by opting for our ‘Save Now, Choose Later’ pre-order option.

Important Note: Pre-ordering with ‘Save Now, Choose Later’ does not reserve your spot at this specific location. To ensure your attendance, you’ll need to make your course selections once the booking window opens. However, Save Now, Choose Later customers are able to select courses before the general public.

SAVE NOW CHOOSE LATER

LIVE EVENT

What's Included:

  • 40 Total Credits
  • 30 CPE Credits + 10 Bonus Credits
  • 5 Days

$4,190 $2,514

You Save $1,676 (40%)

What's Included:

  • 32 Total Credits
  • 24 CPE Credits + 8 Bonus Credits
  • 4 Days

$3,352 $2,011

You Save $1,341 (40%)

What's Included:

  • 24 Total Credits
  • 18 CPE Credits + 6 Bonus Credits
  • 3 Days

$2,514 $1,760

You Save $754 (30%)

What's Included:

  • 16 Total Credits
  • 12 CPE Credits + 4 Bonus Credits
  • 2 Days

$1,676 $1,508

You Save $168 (10%)

What's Included:

  • 8 Total Credits
  • 6 CPE Credits + 2 Bonus Credits
  • 1 Days

$838

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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.

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, October 21

Day 2 - Tuesday, October 22

Day 3 - Wednesday, October 23

Day 4 - Thursday, October 24

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Course Description

Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality management deficiencies in all services that are subject to peer review.

Learning Objectives

• List the potential impact of risks faced by public accountants when performing audit and other attest services • Recall common peer review deficiencies in all types of attest engagements • Identify minimum documentation requirements contained in the SSARSs, SASs and SSAEs • Recognize how to strengthen analytic procedures to support conclusions on reviews and audits • Explain best practices for preparing and reviewing workpapers to ensure an effective and efficient engagement • List the quality management standards and guidance related to a CPA firm’s responsibilities for its system of quality management over the audit and attest practice
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Course Description

This six hour course is up to date with all significant legislative, administrative and judicial developments up to the date of presentation. It includes S corporation eligibility and election requirements, taxable income, compensation, distributions basis and other loss limits. Although this program has an S corporation emphasis, several of the topics apply to other forms of closelyheld businesses, including partnerships and C corporations.

Learning Objectives

• Determine the entities which are, and which are not, eligible for S corporation status. • Understand the corrective rules for repairing eligibility and preserving S status. • Identify corporate income, loss, and other items that affect income, loss and basis. • Recognize the pervasive issue of compensation of shareholder-employees. • Understand the S corporation shareholder stock and debt basis rules. • Calculate the effects of income, distributions, losses and other items on shareholder’s basis. • Apply the sequence of loss limitations affecting shareholders and other business owners.

Day 5 - Friday, October 25

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Course Description

As professionals rise to leadership positions in their organizations, they often discover gaps in their leadership training. This program addresses the following critical skills areas that will assist staff and seniors in becoming more effective managers and leaders:
• Key elements to motivate and empower your team.
• Communication strategies to change behaviors and provide feedback using proven feedback models.
• Mentoring strategies, using a 7-step template and the DISC assessment
• Exploring and managing the 5 types of conflict

Empowering Your Team
• Help employees accept responsibility and accountability
• Help identify the importance of core values in employee retention
• Identify the reasons employees leave organizations
• Identify critical elements to minimize attrition

Communicating to Change Behaviors
One biggest challenges managers have is dealing with the distractions caused by workplace dysfunctionality. In this session you will learn several techniques that will enable you to anticipate, manage and diffuse conflict and other communication issues. Mentoring Using the DiSC Assessment
• A 7-step model to mentor employees in your organization
• Using the DISC assessment to identify and assist in developing skills to get through organizational mazes
• Six questions to identify employees’ communication style and behavior.

Managing the Top Five Types of Conflict
One of the biggest challenges managers have is dealing with the distractions caused by workplace dysfunctionality. In this session you will learn several techniques that will enable you to anticipate, manage and diffuse conflict and other communication issues.

Learning Objectives

• The ego states of communication • 5 different ways of dealing with conflict • Critical steps for diffusing toxic situations. • Six types of behavioral issues • Dealing with difficult colleagues and customers • Understanding the ego states of communication • Identifying critical steps for diffusing toxic situations • Using templates for giving feedback to reinforce and change behaviors.• The ego states of communication • 5 different ways of dealing with conflict. • Critical steps for diffusing toxic situations. • Six types of behavioral issues • Dealing with difficult colleagues and customers • Dealing with distractions caused by workplace dysfunctionality. • Implementing techniques to anticipate, manage and diffuse conflict and other communication issues.

Selected Courses

5 Days Includes:

40 Total Credits (30 CPE CREDITS +10 BONUS CREDITS)

$2,514 $4,190

You Save: $1,676 (40%)

4 Days Includes:

32 Total Credits (24 CPE CREDITS +8 BONUS CREDITS)

$2,011 $3,352

You Save: $1,341 (40%)

3 Days Includes:

24 Total Credits (18 CPE CREDITS +6 BONUS CREDITS)

$1,760 $2,514

You Save: $754 (30%)

2 Days Includes:

16 Total Credits (12 CPE CREDITS +4 BONUS CREDITS)

$1,508 $1,676

You Save: $168 (10%)

1 Day Includes:

8 Total Credits (6 CPE CREDITS +2 BONUS CREDITS)

$838

Please select conference courses above to continue.


Select courses above to continue.

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