Sonoma County CPE Conference

August 21 - August 25, 2017

Santa Rosa, CA



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Stay with us in Sonoma County, where the crashing waves of the Pacific give way to the birthplace of American winemaking

Stay with us in Sonoma County, where the crashing waves of the Pacific give way to the birthplace of American winemaking. Sonoma is famous for its over 400 wineries, farm-to-table dining options, and incredible coastline. Take a winery tour and visit some of the country’s finest tasting rooms, where local wines are paired with fresh locally-sourced cuisine. Or, drive along the Northern California coastline, with its rugged, cliffy features, and excellent wildlife viewing. Sonoma County is also a hub for art galleries and museums, many of which can be found in Santa Rosa’s arts district and near historic downtown Sonoma. We’ll use the Hyatt Vineyard Creek in Santa Rosa as our base of exploration through wine country. From here, you can easily venture out to one of the many tasting rooms, local eateries, or art galleries the region is known for. You’re also just a short drive from the incredible Pacific coastline, Point Reyes National Seashore, the San Pablo Bay National Wildlife Refuge, and dozens of other incredible outdoor destinations.

Custom-Planned Local Activities To Complement Your Conference

You deserve a break! That’s why we carefully select and plan premium after-class Group Activities for conference attendees and their guests. After all, all work and no play is never a good plan! So join the fun, experience something unique, make new connections, or reunite with old friends. This is your vacation—we want you to enjoy every moment!

Please note: Prices are subject to change. Prices include service fees and taxes, where noted. Activity fees are nonrefundable.

Register Early! Tickets and transportation for our optional Group Activities may be limited and are sold on a first come, first served basis.

 

 

WCPE Reception

Conference Reception

Sunday, August 20, 2017

4:30 P.M.–5:30 P.M.

After arriving, please stop by the Western CPE registration desk 4:30 p.m.–5:30 p.m. to pick up your conference materials. We’ll be available to answer any questions you might have about the courses and activities that are scheduled during the week.

Healdsburg

Healdsburg Winery Tour

 

Enjoy a picnic lunch and learn about the art of winemaking as we explore two wineries in the Healdsburg wine country, Seghesio Family Vineyards, and Dry Creek Vineyards. FSavor several award winning wines including Sauvignon Blanc, Zinfandel, Merlot, and Cabernet Sauvignon.

Glen Ellen

Glen Ellen & Kenwood Winery Tour

Travel with us as we visit two wineries in the Glen Ellen and Kenwood areas of the Sonoma Valley. Enjoy a picnic lunch under the sun and learn about sustainable winemaking as we visit Kunde Family Winery and Madrone Estate Winery. 

Carneros

Carneros Winery Tour

Join us in paradise as we take in the lush beauty of Carneros in the heart of Sonoma wine country. Sit on the patio and take in the sweeping vineyard vistas as you taste the winery’s best Chardonnay. Next, it’s on to Sebastiani Vineyards & Winery, where the estate’s Italian heritage can be seen in the concentrated and complex single-vineyard wines it produces. 

Enjoy a Luxurious Getaway... and Earn the CPE Credit You Need!

Vacation-worthy destinations. Industry-leading experts. Your 2017 CPE credits earned. Complete your CPE requirement and still have ample time to enjoy any of our 24 hand-picked locations when you attend a Western CPE Conference. You’ll get the very latest in accounting and finance continuing education, and earn up to 40 CPE credits when you attend!

CUSTOMIZE YOUR LEARNING TIME

Every conference includes both public and industry accounting tracks. Select courses from either track to custom-design your learning time. Then, get out of class by early afternoon each day.

CHOOSE ONE OR MULTIPLE DESTINATIONS

Mix & match your conference registration to split your five days of CPE across multiple locations within the same calendar year. Maximize your learning and your fun!

DON’T FORGET YOUR BONUS CPE CREDITS!

Receive TWO bonus online CPE credits per day of attendance, redeemable for online webcast or self-study courses on WesternCPE.com.*

*Bonus CPE credits may not be used for Federal Tax Update, Federal & California Tax Update, and premier courses.

Accommodations

Hyatt Vineyard Creek Sonoma County

Hyatt Vineyard Creek Sonoma County

Located near downtown Santa Rosa and a short drive from the region’s famed wineries, championship golf courses, and incredible coastline, the Hyatt Vineyard Creek Sonoma County provides a perfect home for exploration into Sonoma County’s best attractions. You’re also close to the shopping and galleries of Santa Rosa and historic Railroad Square. If you feel like sticking a little closer to home but still want the wine-country experience, the onsite restaurant offers farm-to-table cuisine paired with fantastic local wines.

Download Travel Guide

The cut-off date for this location has passed.

All reservations booked 
at this time will be based on prevailing rates and availability. Please call the resort at (707) 284-1234 for current rates and availability for
our group. 

You have an excellent program…best way to do CPE!

Brannon Poe, CPA

CPE COURSES AT THE SONOMA COUNTY CONFERENCE

Courses are selected when you register for the conference. Click on a course or instructor for more details.

Date Time Course Title Instructor CPE Credits Topic
August 21, 2017 7:30AM - 1:00PM Everybody's Critical Individual Tax Issues in 2017 Doug Stives, CPA 6 Taxes
August 21, 2017 7:30AM - 1:00PM Leading the Various Generations in Your Firm Ed Robinson, CPA, CSP 6 Business Mgmnt and Org
August 22, 2017 7:30AM - 1:00PM Talent Management for Firm Longevity Ed Robinson, CPA, CSP 6 Business Mgmnt and Org
August 22, 2017 7:30AM - 1:00PM Everybody's Critical Business Tax Issues in 2017 Doug Stives, CPA 6 Taxes
August 23, 2017 7:30AM - 1:00PM Pass-Through Entities Doug Stives, CPA 6 Taxes
August 23, 2017 7:30AM - 1:00PM Powerful Presentation Skills for Financial Professionals Jennifer Elder, CPA, CFF, CIA, CMA 6 Business Mgmnt and Org
August 24, 2017 7:30AM - 1:00PM Business Intelligence: Tools, Techniques, and Tips for Success K2 Enterprises (Stephen M. Yoss, Jr., CPA) 6 Computer Software and Applications
August 24, 2017 7:30AM - 1:00PM World's Liveliest Accounting Update 2017 Jennifer Elder, CPA, CFF, CIA, CMA 6 Accounting
August 25, 2017 7:30AM - 1:00PM Making the Most of the Generations in Your Firm Jennifer Elder, CPA, CFF, CIA, CMA 6 Business Mgmnt and Org
August 25, 2017 7:30AM - 1:00PM Mastering PivotTables: Excel's Best Feature K2 Enterprises (Stephen M. Yoss, Jr., CPA) 6 Computer Software and Applications

Pricing
  

1 Day 2 Days 3 Days 4 Days 5 Days 6 Days
$549 $949 $1,249 $1,449 $1,649 $1,849

6 CPE Credits

+ 2 Bonus CPE

12 CPE Credits

+ 4 Bonus CPE

18 CPE Credits

+ 6 Bonus CPE

24 CPE Credits

+ 8 Bonus CPE

30 CPE Credits

+ 10 Bonus CPE

36 CPE Credits

+ 12 Bonus CPE

Group Discounts

Western CPE offers registration discounts to organizations that send 5 or more people to a conference. Attendees can choose the same or different conference destinations and still qualify for the group discount.

5-9 People: 5% off

10-19 People: 10% off

20+ People: 15% off

Call 844.690.2167 for more details or to register

 

Activities

WCPE Reception

Conference Reception

Sunday, August 20, 2017

4:30 p.m.–5:30 p.m.

After arriving, please stop by the Western CPE registration desk 4:30 p.m.–5:30 p.m. to pick up your conference materials. We’ll be available to answer any questions you might have about the courses and activities that are scheduled during the week.

Healdsburg

Healdsburg Winery Tour

Monday, August 21, 2017

1:30 p.m.–5:30 p.m. | $189.00

Enjoy a picnic lunch and learn about the art of winemaking as we explore two wineries in the Healdsburg wine country, Seghesio Family Vineyards, and Dry Creek Vineyards. For over 120 years, Seghesio Family Vineyards has been making wine, including renowned Zinfandels and Italian varietals. Their wines have been named to the Wine Spectator’s annual Top 100 List eight times, as well as Decanter’s Best American Red Trophy and Winemaker of the Year by Food & Wine’s American Wine Awards and San Francisco Chronicle’s Wine Competition. Enjoy the beautiful views surrounding the tasting room at Dry Creek Vineyards. Savor several award winning wines including Sauvignon Blanc, Zinfandel, Merlot, and Cabernet Sauvignon.

Price includes tax, gratuity, transportation, wine tasting, winery tour, and lunch.

Glen Ellen

Glen Ellen & Kenwood Winery Tour

Tuesday, August 22, 2017

1:30 p.m.–5:30 p.m. | $189.00

Travel with us as we visit two wineries in the Glen Ellen and Kenwood areas of the Sonoma Valley. Enjoy a picnic lunch under the sun and learn about sustainable winemaking as we visit Kunde Family Winery and Madrone Estate Winery. At Kunde Family Winery taste the bold, flavorful wines of their Estate Series, designed to be paired with a meal or try a sample of the Reserve Series, designed from the premium ingredients of each vintage. Visit the oldest operating winery in Glen Ellen at Madrone Estate Winery. An original stone barrel cellar, sunny patios, bocce court, and open vistas welcome you to an incomparable wine country setting at the heart of Sonoma Valley's winemaking heritage. Experience Madrone’s rich, rooted history by enjoying a taste of their small-lot wines.

Price includes tax, gratuity, transportation, wine tasting, winery tour, and lunch.

Carneros

Carneros Winery Tour

Wednesday, August 23, 2017

1:30 p.m.–5:30 p.m. | $189.00

Join us in paradise as we take in the lush beauty of Carneros in the heart of Sonoma wine country. Once home to the largest rodeo in Northern California, the Larson Family Winery still carries memorabilia in their barn turned tasting room. Sit on the patio and take in the sweeping vineyard vistas as you taste the winery’s best Chardonnay. Next, it’s on to Sebastiani Vineyards & Winery, where the estate’s Italian heritage can be seen in the concentrated and complex single-vineyard wines it produces. Enjoy both red and white varieties with hints of flowers, fruits, and nuts as you learn about the terroir of the estate.

Price includes tax, gratuity, transportation, wine tasting, winery tour, and lunch.

Sonoma County Conference
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