San Francisco CPE Conference

August 27 - August 31, 2018

San Francisco, CA



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Explore San Francisco's Famous Neighborhoods, Attractions, and Distinct Culture

San Francisco is known for having a culture all its own, marching to the beat of its own drum. For visitors, its famous neighborhoods, attractions, and landmarks offer an ideal opportunity to explore the city's history and dive into its culture head first. Alcatraz, the Golden Gate Bridge, Coit Tower, Fisherman's Wharf, and the Haight-Ashbury neighborhood are all popular destinations at the core of the San Francisco experience. The city is also known for its amazing food-taking fresh, local ingredients and preparing them in surprising and delicious ways at the cutting edge of culinary experimentation. You'll also find incredible music within the city, ranging in tenor from their stunning symphony and opera to rock and roll playing in local pubs. For our stay, we'll set up shop at the San Francisco Marriot Fisherman's Wharf.

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. 
Guided Tour of San Francisco 

Our guide will make the city come alive while showing you all San Francisco has to offer. We'll visit Fisherman's Wharf, Chinatown's unique and wonderful shops (both on the main streets and along the little alleys), and Nob Hill, where the railroad barons built their mansions. 
Chinatown Tour and Lunch 

This fun, guided walking tour offers you rare insights into the culture and history of the people in Chinatown. You'll view historic landmarks, enter a secluded Buddhist temple, tour a fortune cookie factory, experience an herbal pharmacy, and stroll through the Stockton Street food markets. 
Alcatraz at Night Tour 

Only a few hundred visitors are permitted each evening on this unique tour, which includes live narration while on the ferry, a guided tour from the dock to Cell House, a Cell House audio tour, a keepsake souvenir brochure, and more. 

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

Marriott Fisherman's Wharf

MARRIOTT FISHERMAN'S WHARF

Located near many of the attractions that draw in millions of visitors each year, the San Francisco Marriott Fisherman’s Wharf offers a quiet, relaxing atmosphere to enjoy after you’re done with your daily adventures. Hang out in the hotel’s Red Fin Restaurant and Lounge while you plot your next excursions out on the town. Once you’re recharged, you can stroll right out to the wharf and PIER 39 and take in the ocean breeze.
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.

CPE ESCAPE RATE

Starting at

$289

per night*

 

Take $150 off conferences with early bird pricing. 

Use code: WEB18C
* Must purchase a minimum of three days.

Quality instructors and fantastic destinations; an overall GREAT experience with Western CPE!

Jennifer D., CPA, CGMA Corporate Controller

CPE COURSES AT THE SAN FRANCISCO 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 27, 2018 7:30AM - 1:00PM Everybody's Critical Individual Tax Issues in 2018 David F. Jarmusz, CPA, JD, LLM 6 Taxes
August 27, 2018 7:30AM - 1:00PM Excel's Best Features for Accounting and Financial Professionals K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) 6 Computer Software and Applications
August 28, 2018 7:30AM - 1:00PM Data Security: Risks and Solutions for Today's Busy Professional K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) 6 Computer Software and Applications
August 28, 2018 7:30AM - 1:00PM Everybody's Critical Business Tax Issues in 2018 David F. Jarmusz, CPA, JD, LLM 6 Taxes
August 29, 2018 7:30AM - 1:00PM Effective Financial Statement Analysis: Practical Advice to Guide Business Strategy Jennifer Elder, CPA, CFF, CIA, CMA 6 Accounting
August 29, 2018 7:30AM - 1:00PM The Final 1040: Closing the Estate or Trust and Preparing Form 1041 Claudia Hill, EA, MBA 6 Taxes
August 30, 2018 7:30AM - 1:00PM World's Liveliest Accounting Update 2018 with Rod Redding Rod Redding, Inactive CPA 6 Accounting
August 30, 2018 7:30AM - 1:00PM Non-Traditional Investments and the 1040 Claudia Hill, EA, MBA 6 Taxes
August 31, 2018 7:30AM - 1:00PM Key Guide to Revenue Recognition and Lease Accounting with Rod Redding Rod Redding, Inactive CPA 6 Accounting
August 31, 2018 7:30AM - 1:00PM Creative Problem Solving: The First Steps for Innovation Jennifer Elder, CPA, CFF, CIA, CMA 6 Business Mgmnt and Org

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!


Act Now! Use code WEB18C for $150 off your purchase of 3+ days. 
 
 
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, August 26, 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.

Guided Tour of San Francisco

Monday, August 27, 2018


2:00 p.m.-6:00 p.m. |
$75.00

There is no better way to discover San Francisco than the Great Pacific City Tour. Our guide will make the city come alive while showing you all San Francisco has to offer. We'll visit Fisherman's Wharf, Chinatown's unique and wonderful shops (both on the
main streets and along the little alleys), and Nob Hill, where the railroad barons built their mansions. We'll also experience "painted ladies" (beautiful Victorian homes), North Beach, exotic cabarets, coffee houses where the beat generation met, and wonderful Italian food and pastries. Look forward to Haight Ashbury, the focal point of the Summer of Love. Then there's the Financial District, home of the Pacific Stock Exchange, and Pacific Heights, where millionaires' mansions gaze in haughty splendor out over the Bay. Of course, there's Golden Gate Park--one of America's largest urban parks. And as if that weren't enough, there's the Civic Center, the Presidio, the Pacific Ocean, the Golden Gate Bridge, and so much more!

Price includes guided city tour, taxes, and gratuity.

Chinatown Tour and Lunch

Tuesday, August 28, 2018

1:30 p.m.-5:30 p.m. | $75.00


This fun, guided walking tour offers you rare insights into the culture and history of the people in Chinatown. You'll view historic landmarks, enter a secluded Buddhist temple, tour a fortune cookie factory, experience an herbal pharmacy, and stroll through the
Stockton Street food markets. Other stops along the way are determined spontaneously, depending on participants' interests and the tour guide's expertise. End the tour with a dim sum luncheon, where small plates of delicacies are served in stacked bamboo steamers. Dishes can include steamed shrimp dumplings, barbecued pork buns, vegetable dumplings, and locally grown Chinese vegetables. Lunch is accompanied by fine teas and hearty conversation. Comfortable walking shoes are suggested. Transportation to meeting place is not provided. It is a 20-minute walk; alternatively, cabs can be shared.

Price includes guided tour of Chinatown and lunch.
Alcatraz at Night Tour 

Thursday, August 30, 2018

5:30 p.m.-8:30 p.m. | $48.00 

You'll enjoy a sunset view of the Golden Gate Bridge as your ferry heads toward Alcatraz Island. Only a few hundred visitors are permitted each evening on this unique tour, which includes live narration while on the ferry, a guided tour from the dock to Cell
House, a Cell House audio tour, a keepsake souvenir brochure, and more. To reach Cell House, which is at the top of the island, you'll walk from the dock up a steep hill on the old service road. Along the way, you can stop and visit a variety of exhibits and old prison buildings. For 30 years, Alcatraz was the most famous prison in the country. It housed prisoners too dangerous to be held elsewhere, including Al Capone, George "Machine Gun" Kelly, and Robert Franklin Stroud. Be sure to bring a camera! Warm
clothes, gloves, and comfortable walking shoes are suggested. Participants will walk to Pier 33 and board the ferry.

Price includes ferry and guided tour.
San Francisco Conference
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