Western CPE Instructors
At Western CPE, we take the instruction presented in our courses and at conferences seriously. Our instructors are industry experts, carefully selected to provide you the most current and relevant topics. Because of their dynamic instruction, you will be able to immediately apply what you learn. The material delivered is 100% original content created by our faculty with you in mind. See for yourself why Western CPE is known for delivering the best quality financial and accounting CPE in the industry.
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Vern Hoven, CPA, MT
Vern Hoven, CPA, MT, is one of America’s premier tax presenters and speaks to over 100 groups a year …
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Sharon Kreider, CPA
Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax …
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Karen Brosi, CFP, EA
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax a …
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Ed Robinson, CPA, CSP
Ed Robinson, CPA, CSP, is a highly recognized international speaker, business-growth coach, and auth …
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Steven M. Bragg, CPA
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business bo …
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Delta CPE LLC
For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financi …
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Danny Santucci, JD
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal care …
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Joseph Helstrom, CPA
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and coursewa …
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Jeff Sailor, CPA
Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon grad …
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Patricia McCarthy, MBA
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and coursew …
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Ray Thompson, CBA, CFM, CMA
Dr. Ray Thompson, CBA, CFM, CMA, is an emeritus associate professor of accounting and finance at the …
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David W. Holt, CPA, CFE
David Holt, CPA, CFE, has been recognized by the AICPA as an Outstanding Discussion Leader for the s …
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Rod Redding, PhD, CPA
Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse and …
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Mary S. Schaeffer, MBA
Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that r …
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Marshall Romney, CPA, PhD, CFE
Marshall Romney, CPA, PhD, CFE, is the John and Nancy Hardy Professor of Accounting and Information …
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(Wiley) Debra C. Jeter
Debra Jeter is an Associate Professor of Management in the Owen Graduate School of Management at Van …
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(Wiley) Paul K. Chaney
Paul Chaney is the E. Bronson Ingram Professor of Accounting in the Owen Graduate School of Manageme …
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(Wiley) Evan Stubbs
Evan Stubbs lives in Sydney, Australia, one of the few places in the world where a 30-hour flight it …
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Larry L. Perry, CPA
Larry L. Perry, CPA, has been in practice for over 40 years. He writes accounting and auditing manua …
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(Wiley) Sridhar Ramamoorti
Dr. Sridhar Ramamoorti, ACA, CPA/CITP/CFF/CGMA, CIA, CFE, CFSA, CGAP, CGFM, CRMA, CRP, MAFF, is an a …
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Jennifer Elder, CPA, CFF, CIA, CMA
Jennifer H. Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has …
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Michael J. Walker, CPA
Michael J. Walker, CPA, is based in New England and has decades of accounting experience in the fina …
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Paul J. Winn CLU ChFC
Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securiti …
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(Wiley) Gerard M. Zack, CPA, CFE, CIA
Gerard M. Zack, CPA, CFE, CIA, has provided fraud prevention and investigation, forensic accounting, …
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(Wiley) Robert R. Moeller
Robert R. Moeller, CPA, CISA, CISSP, is an internal audit specialist and project manager with a stro …
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Jeff Lanza
Jeff Lanza was an FBI special agent for over 20 years. He investigated corruption, fraud, organized …
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Francis X. Ryan, CPA, CGMA, MBA
Frank Ryan, CPA, CGMA, MBA, is the president of F.X. Ryan & Associates, which specializes in lea …
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Robert Keebler, CPA, AEP, MST, CGMA
Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associate …
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Steven G. Siegel, JD, LLM
Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to a …
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Robert (Bob) E. McKenzie, EA, Esq.
Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chica …
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Dennis Dycus, CPA, CFE, CGFM
Dennis F. Dycus, CPA, CFE, CGFM, recently retired after 39 years with the Office of the Comptroller …
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Matthew X. Ryan, CPA, CFE, MBA
Matthew (Matt), CPA, CFE, MBA, is currently a co-owner of a management consulting firm specializing …
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(Wiley) Albert Marcella, Jr.
Albert Marcella is the president of Business Automation Consultants, LLC, a global information techn …
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(Wiley) Frederic Guillossou
Frederic Guillossou, CISSP, CCE, is an Information Security Analyst with TALX, a division of Equifax …
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Jeff Rattiner, CPA, CFP
Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provide …
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(Wiley) Randall Bolten, MBA
Randall Bolten operates a consulting practice focused on financial management and information presen …
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Tom Noce, CPA
Thomas Noce, CPA, CFE, has over 37 years of experience in the field of public accounting, including …
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Patricia Lane Williams, CPA
Patricia (Pat) Lane Williams, CPA, is a former sole practitioner in Lubbock, Texas. She now lives in …
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Martha Shedden
Martha is passionate and enthusiastic about educating financial professionals and retirees on the de …
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Kelen Camehl, CPA, MBA
Kelen is a recognized author and reviewer of CPE courses and has authored over 85 courses (225+ CPE …
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K2 Enterprises
K2’s goal is to produce and deliver the highest quality technology seminars and conferences availabl …
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Sandra Leyva, CPA
Sandi Smith Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS …
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(Wiley) Frederick (Rick) Funston
Frederick (Rick) Funston is a principal with Deloitte & Touche LLP and has over 30 years of expe …
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(Wiley) Steven Wagner
Steven Wagner is a nationally recognized thought leader on corporate governance. In 2009, Steve reti …
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K2 Enterprises (Randolph P. (Randy) Johnston, MCS)
Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ exper …
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Nick Richards
Nick Richards represents individuals and businesses involved in tax audits, trials, and collections …
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(Wiley) Mark A. Filippell, JD, MBA
Mark A. Filippell, JD, MBA, is a cofounder and managing director at Western Reserve Partners, a firm …
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K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)
Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Adminis …
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Lynne Glennon
Lynne is a full-time faculty member for DePaul University’s Master of Science in Taxation program an …
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(Wiley) James S. Sagner, PhD, CCM, CMC
James S. Sagner, PhD, CCM, CMC, is with the School of Business of the University of Bridgeport (CT) …
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(Wiley) John G. Salek
John G. Salek is the National Leader of the Receivables Cycle Management Practice of Parson Consulti …
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James E. Woy, CPA
Jim Woy, CPA, is a provider of auditing, accounting, and financial reporting services. Jim also perf …
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Mark Seid, EA, CPA, USTCP
Mark F. Seid, EA, CPA has an active tax practice in Paso Robles, California specializing in small bu …
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Kurt Oestriecher
Kurt G. Oestriecher is the partner in charge of accounting and auditing services with Oestriecher …
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David F. Jarmusz, CPA, JD, LLM
David F. Jarmusz, CPA, JD, LLM, is a partner at Jarmusz & Associates Tax, LLC. He is also a vete …
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William Roos
William Roos has been in the tax business for over 37 years. His specialty is training tax preparers …
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Mike Latimer, CPA, MBA
Mike Latimer, CPA, MBA, is a manager of consulting at Accretive Solutions with more than 10 years of …
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(Wiley) Kaye Thomas
Kaye Thomas is a lawyer, author and consultant whose practice has been largely devoted to taxation o …
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Richard Malekian, MBA
Richard Malekian, MBA, is the president of Shareholder Value Consultants, Inc., a management consult …
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(Wiley) James P. Catty, CPA/ABV (US), CA/CBZ
James P. Catty, CPA/ABV (US), CA/CBZ (Canada), CFA, CFE, CGMA, ICVS, MA, is the president and founde …
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(Wiley) David W. Young
David W. Young is a professor of management, emeritus, at Boston University (BU) School of Managemen …
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Don Hutson, CSP, CPAE
After becoming the most successful salesperson in a national training organization, Don Hutson, CSP, …
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George Lucas, PhD
George Lucas, PhD, has been a valued resource to organizations as a speaker, trainer, consultant, an …
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(Wiley) Ron Dimon
Ron Dimon has been working with finance systems for 25 years and enterprise performance management ( …
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(Wiley) Dawn Wagenaar
Dawn Wagenaar is a principal of Ingenuity Marketing Group. She offers senior-level marketing strateg …
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(Wiley) Wendy Nemitz
Wendy founded Ingenuity Marketing Group in 1992 and is known for her: • Strategic vision. Wendy has …
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Claudia Hill, EA, MBA
Claudia Hill, EA, MBA, is a nationally recognized tax professional and a frequent lecturer on taxati …
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Steven B. Gorin
Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of …
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David Klasing
As a former auditor, Mr. Klasing uses his past experience in public accounting to help his clients a …
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Richard Matta
Richard K. Matta advises clients with respect to the structuring and marketing of investment product …
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Jim R. Hamill, CPA, PhD
Jim Hamill is the Director of Tax Practice at Reynolds, Hix & Co., P.A., in Albuquerque, New Mex …
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K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)
Brian Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting tec …
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K2 Enterprises (Val D. Steed, CPA, CITP, MA)
Val Steed graduated from Utah State University where he received both his Bachelors of Science (BS) …
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Doug Stives, CPA
Douglas (Doug) Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in We …
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Alice Orzechowski, CPA
Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Econ …
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Jim Lindell
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic and financial con …
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K2 Enterprises (Lawrence A. (Mac) McClelland, MBA, JD)
Lawrence A. (Mac) McClelland, MBA, JD, is an attorney and accounting professional. Mac was formerly …
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K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Stephen M. Yoss, Jr., CPA, MSIST, is a certified public accountant, the senior technology strategist …
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Chris Pembrook, CPA,MBA,CGAP,CRFA
Chris Pembrook, MBA, CGAP, CPA, is a manager for Crawford & Associates, P.C., Certified Public A …
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Daniel T. Moore, CPA
Daniel T. Moore, CPA, BBA, MPA, owns D.T. Moore and Company, LLC, an accounting firm that concentrat …
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Greg Conderacci
For more than four decades, Greg Conderacci has been using the magic of communication to help people …
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Shehan Chandrasekera, CPA
Shehan Chandrasekera is a Certified Public Accountant in the state of Texas and New Jersey. He speci …
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Katye Maxson-Landis, CPA
Katye Maxson-Landis is irreverent, inquisitive, and professionally skeptical of just about everythin …
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K2 Enterprises (Ward Blatch)
Ward provides consulting and training services as the Managing Director for K2E Canada throughout th …
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Western CPE
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William G. Engelbret, CPA, Ph.D.
William G. Engelbret is an Associate Professor of Accounting at Penn State Altoona, where he …
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Evan M. Levine, ChFC
Evan began his career in the summer of 1988 as the very first intern for New York City’s #1 insuranc …
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Nainesh Shah, CFA
Nainesh grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and …
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Amy Vetter
Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speak …
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Bill Rose
William (Bill) Rose – BA, MBA UNC-CH is a North Carolina native and long-term CPA. Bill joined Haski …
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James Lange, CPA, Attorney
Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 tim …
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William T. Allen
Originally from the San Francisco Bay Area, Bill has 30 years of federal audit and contract monitori …
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Sefton Boyars
Until his retirement in October 1996, Sefton Boyars was the Department of Education’s Regional Inspe …
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Peggy R. Hoyt, JD, MBA, BCS*
Peggy is a lifelong animal advocate, pet mom and attorney. Her work experience includes college recr …
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Jane Ryder, EA, CPA
Jane Ryder, EA, CPA is the owner of Brass Tax Ryder Professional Group, Inc., a full service tax and …
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Edward F. Kearney, Jeffrey W. Green, Roldan Fernandez, and David M. Zavada
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Robert “Chris” Province, CPA
Robert “Chris” Province, CPA, has over 20 years of experience in delivering, instructing, and design …
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Steven D. Nash, CPA
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Frank Castillo, CPA
Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work in …
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Mary Kay Foss, CPA
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty y …
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Larry Pon CPA/PFS, CFP, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner …
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Sunish Mehta, CPA, CGMA
Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of …
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William B. Henry – Founder & CEO of “The WBH D.E.I.I. Experience”
With more than 20 years of experience William specializes in having D.E.I.I. conversations around le …
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James Counts, CPA, CTFA
Sole Proprietorship since 1987, CPA since 1982. Extensive experience in income tax preparation, repr …
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Bob Jamison CPA, PhD
ROBERT W. JAMISON, CPA, Ph.D., is an S corporation specialist. He is the sole author of S Corporatio …
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A.J. Reynolds, EA
A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though …
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Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation …
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