Costa Rica CPE Conference

November 12 - November 16, 2018

Playa Conchal, Costa Rica



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Choose Your Adventure in Lush Mountains, on White-Sand Beaches, or on a Championship Golf Course.

The country that truly has something for everyone-from surfing to shopping, wildlife watching to white-water rafting, beach-lounging to golfing-Costa Rica has it all! Our locale in this stunning country is in the North Pacific Riviera in Guanacaste Province, a region rich in culture with a lush and varied landscape. The local scenery ranges from pristine beaches with Pacific-blue waters to dry tropical forests with semi-active volcanos. Our home will be at The Westin Golf Resort & Spa, Playa Conchal, offering a wide range of amenities, world-class dining, and stunning views of the magnificent landscape. You can choose your adventure in the area's lush mountains, in the crystal-clear waters of local white-sand beaches, or on the resort's championship golf course.

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. It's true what they say, 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. 

 

 

Conference Reception

After arriving, please stop by the Western CPE registration desk from 4:30 p.m. to 5:30 p.m. to 
pick up your conference materials. 
Yacht Sailing Excursion

Our sail on the Serendipity, a beautiful 50-foot yacht, will begin on the gorgeous bay of Playa 
Potrero. After the crew sets the anchor, we’ll have time to swim, snorkel, fish, or just sit back and take it easy. 
Boat Tour of the Mangrove Estuary and Shopping in Tamarindo

After 
your jungle cruise, enjoy some time on the main street of Tamarindo where shoppers can browse an array of boutiques and gift shops.

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

Vacation-worthy destinations. Industry-leading experts. Your 2018 CPE credits earned. Complete your CPE requirement and still have ample time to enjoy any of our 28 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

The Westin Golf Resort and Spa

The westin Golf Resort & SPa

The Westin Golf Resort & Spa, Playa Conchal provides a luxurious, all-inclusive experience. This spectacular resort lies between the lush Playa Conchal Golf Course and gorgeous Playa Conchal—one of the most beautiful beaches in Central America. Amenities include an incredible spa, state-of-the-art fitness facilities and complimentary fitness classes, health bars, tennis courts, eight restaurants, six lounges, and much more. Area activities abound, whether it be hiking or white-water rafting, zip-lining above the forest canopy, shopping in nearby Brasilito, relaxing on a sunset cruise, beachcombing, snorkeling, or simply lounging by the resort’s magnificent pools. Come experience paradise!

The Westin Golf Resort and Spa requires that all attendees not staying on property must pay to the resort an entry fee of $129 per person for each day you attend class.


DOWNLOAD Information Packet

*To secure our Escape Rate, please make your room reservation as early as possible. Due to market demand, Western CPE does not guarantee room availability and rate. Please review detailed pricing outlined in the Travel Guide. Rate does not include taxes and fees.


To book please contact Caitlin Allen with Western CPE at 406-556-2843 or by email at Caitlin.Allen@westerncpe.com

I was surprised how dynamic the instructors were, and the twist they were able to put not the subject matter to keep my interest. I will definitely be making Western CPE my in-person conference CPE vendor of choice in the future.

Patricia W., SVP, Finance and Operations

CPE COURSES AT THE COSTA RICA 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
November 12, 2018 7:30AM - 1:00PM 2018 Individual Tax Update David F. Jarmusz, CPA, JD, LLM 6 Taxes
November 12, 2018 7:30AM - 1:00PM Excel's Best Features for Accounting and Financial Professionals K2 Enterprises (Stephen M. Yoss, Jr., CPA) 6 Computer Software and Applications
November 13, 2018 7:30AM - 1:00PM Data Security: Risks and Solutions for Today's Busy Professional K2 Enterprises (Stephen M. Yoss, Jr., CPA) 6 Computer Software and Applications
November 13, 2018 7:30AM - 1:00PM 2018 Business Tax Update David F. Jarmusz, CPA, JD, LLM 6 Taxes
November 14, 2018 7:30AM - 1:00PM Business Development to Grow to the Next Level Ed Robinson, CPA, CSP 6 Business Mgmnt and Org
November 14, 2018 7:30AM - 1:00PM Understanding the Federal Gift and Estate Tax: Preparing Forms 709 and 706 Steven G. Siegel, JD, LLM 6 Taxes
November 15, 2018 7:30AM - 1:00PM Key Guide to Revenue Recognition and Lease Accounting with Dr. Ray Thompson Ray Thompson, CBA, CFM, CMA 6 Accounting
November 15, 2018 7:30AM - 1:00PM The Uses of Trusts and Their Tax Consequences Steven G. Siegel, JD, LLM 6 Taxes
November 16, 2018 7:30AM - 1:00PM Succession Planning for Tomorrow Ed Robinson, CPA, CSP 6 Business Mgmnt and Org
November 16, 2018 7:30AM - 1:00PM Current Challenges and Key Risks in Financial Reporting Ray Thompson, CBA, CFM, CMA 6 Accounting

Pricing

Customize your conference experience with just one purchase. Choose the total number of conference days you want to attend in 2018 based on the pricing below. The more you choose, the more you save!

 
1 Day 2 Days 3 Days 4 Days 5 Days 6 Days 7-10 Days
$549 $949 $1,249 $1,449 $1,649 $1,849 Add $150 per day

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

42+ CPE Credits

+ 14+ 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

Conference Reception

Sunday, November 11, 2018

4:30 p.m.–5:30 p.m.

After arriving, please stop by the Western CPE registration desk from 4:30 p.m. to 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.
Yacht Sailing Excursion

Tuesday, November 13, 2018

1:30 p.m.–5:45 p.m. | $149.00

Our sail on the Serendipity, a beautiful 50-foot yacht, will begin on the gorgeous bay of Playa Potrero. After the crew sets the anchor, we’ll have time to swim, snorkel, fish, or just sit back and take it easy. The Serendipity is designed so it’s easy for people to get on and off the boat to snorkel or swim. We’ll share a delicious late lunch with assorted beverages and cocktails, then the day will conclude as we watch the sun dip into the ocean—a sight to behold. The Serendipity, which was featured on the cover of Sail magazine, has four cabins, four bathrooms, a full kitchen, indoor and outdoor dining, and plenty of room to relax.

Price includes transportation to boat, sail, snorkeling and fishing equipment, lunch, snacks, fruit, and beverages (beer, wine, cocktails, juice, soft drinks).
Boat Tour of the Mangrove Estuary and Shopping in Tamarindo

Wednesday, November 14, 2018

1:50 p.m.–5:00 p.m. | $99.00

Our journey begins with a guided boat tour through an amazing jungle of twisted mangrove roots. These roots line both banks of the river, creating an incredible habitat for a vast array of wildlife including crocodiles, sharks, monkeys, and an enormous variety of bird species. After your jungle cruise, enjoy some time on the main street of Tamarindo where shoppers can browse an array of boutiques and gift shops. Shops are small and locally owned, which makes for an eclectic assortment of goods. We’ll find jewelry, pottery, artwork, unique clothing, Costa Rican puzzle boxes, handmade gifts, and more. A former fishing village, Tamarindo is now the area’s most well-developed tourist town, and the perfect place to shop and enjoy a delicious
lunch.

Price includes transportation, English-speaking guide, tax, and gratuity.
Costa Rica Conference
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