December 18-20th, 2023
We’re bringing together the brightest minds in finance, accounting, tax, and banking for an exclusive summit at the jaw-dropping Four Seasons resort in Orlando, Florida. Join us for 3 days of learning, networking, and workshopping. Expect something different from what you’re used to.
Orlando, FL
Dec. 18th-20th 2023
Four Seasons Resort at Orlando, FL
What’s Included:
- 20+ Continuing Education credits
- Access to all nightlife events and pitch competition
- Daily community breakfast and snacks
$1099 $989
You Save $110 (10% Off)
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Don't sleep on the future,
because money never sleeps.
Finance · Accounting · Tax · Banking
We’re entering a new era in money, and the future is up for grabs. Wealth is transferring, technology is rapidly changing the game, and the economy is evolving. For New Money, the sky’s the limit—but only if you’re ready for it. Learn how to make your money work for you, keep more of it, and avoid leaving opportunities on the table by understanding what’s changing in the worlds of finance, accounting, tax, and banking.
Conference Days
3
CPE Credits
20+
Total Sessions
13
Total Panels
10
Meet the Hungriest Minds in Money Today
This is the place where the upstarts and pioneers of the finance world come together to shape the future of money. Learn from experts in adjacent industries, form connections, pitch your peers, and have a blast.
Acclaimed Speakers
From tax policy authorities to fintech mavericks, the New Money Summit’s speakers are the people shaping the future of commerce.
Nightlife
On top of offering thought-provoking content, the New Money Summit will feature some of the best social events of the year.
Workshops & Panels
Interactive and organic, our lineup of workshops and panels promises to be more candid and creative than what you’re used to.
Networking
There’s no better opportunity to form connections that can change the trajectory of your career for good.
Day 1:
Strategy
We’re digging into advanced tax strategy, alternative investments, personal branding, and managing a healthy work/family balance, among other topics.
Day 2:
Relationships
How to better leverage relationships with financial institutions, building diverse and inclusive teams, cross-industry collaboration—just for starters.
Day 3:
Technology
What’s a fad and what’s here to stay? We’ll tackle AI tools for tax and accounting, the impact of misinformation on social media, the future of fintech, and more.
THE VENUE:
Four Seasons Resort Orlando
at Walt Disney World Resort
We’ve secured the deal of the century for New Money Summit attendees.
Our group room block rate is $349/night for the Four Seasons Resort, which normally costs between $1,500-10,000 per night.
Book Your Room at the Four Seasons
World class dining. Discounted rates for Disney attractions and ultra-convenient park transportation. A heated year-round lazy river in addition to both adults-only and kid-friendly pools. Dive-in movies. We could go on and on about why the Four Seasons Orlando is a bucketlist destination, but at thousands of dollars off of the nightly ticket price, why not come see for yourself?
STARTING AT $345.00 PER NIGHT
Night 1's flamingo-themed cocktail reception on the gorgeous King Meadow Lawn.
Night 2's stylish twilight cocktail mixer.
Got a killer business in the works? Now's your time to perfect your pitch.
Check out the latest offerings from industry heavy-hitters.
Networking & Nightlife
The New Money Summit isn’t just about learning: It’s about community, collaboration, and relationship-building. From our themed party events in the evenings to our community pitch competition, you’ll have plenty of opportunities to connect.
Note: All events subject to change, and more speakers will be added.
Day 1: Strategy
Session: 8:00-8:50 AM, Grand Ballroom West
1 CPE Credit – Tax
Get updated on S Corp hot topics and recent developments from one of the world’s most well-known S Corp authorities.
SPEAKER
Robert W. Jamison, CPA, Ph.D., Professor Emeritus of Accounting at Indiana Uni., Purdue University, Indianapolis
Panel & Session: 9:00-9:50 AM, Grand Ballroom East
1 CPE Credit – Tax
The popular yearly tradition is coming to the New Money Summit! Leading experts analyze and dissect the legal implications and ramifications of the year’s most interesting rulings, providing valuable insights for tax professionals and enthusiasts alike.
PANELISTS & SPEAKERS
Tony Nitti, CPA, MST, EY National Tax Partner
Damien Martin, CPA, MST, EY Partner
Session & Workshop: 10:00-10:50 AM, Grand Ballroom West
1 CPE Credit – Tax
Learn how to guide insurance companies through the complexities of IRS regulations.
SPEAKERS
Brian Streig, CPA, Tax Director of Calhoun, Thomson + Matza, LLP
Session: 11:00-11:50 AM, Grand Ballroom West
1 CPE Credit – Tax
Identify critical tax planning strategies for individuals and businesses while looking ahead to uncertain times with the 2024 election and the sunset of many TCJA provisions.
Speaker
Steven G. Siegel, J.D., LL.M, President of The Siegel Group
Panel: 2:00-2:50 PM, Grand Ballroom East
1 CPE Credit – Tax
From common misconceptions about deductions to debunking false claims about tax loopholes, this course will unravel the truth behind the viral tax rumors.
MODERATOR
Lily Tran, EA, CTC, CEO of TaxUsign
PANELISTS
Fred Stein, CPA, CTC, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Jessica Smith, EA, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Jamie O’Kane, CPA, CTC, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Matt Gaylor, EA, CTC, Co-author of Tax MythBusters: Don’t Fall Prey to the Tax Misconceptions
Session: 3:00-3:50 PM, Grand Ballroom West
1 CPE Credit – Finance
Dive into the dynamic world of corporate transactions, gaining the knowledge and skills needed to navigate the complexities of M&A deals, from strategic planning to due diligence and post-merger integration.
SPEAKERS
Tony Nitti, CPA, MST, EY National Tax Partner
Session: 4:00-4:50 PM, Grand Ballroom West
1 CPE Credit – Tax
Master the art of financial planning for individuals and high net worth clients in our comprehensive course, equipping you with the skills and knowledge to become a proficient financial planner in the realm of personal wealth management.
SPEAKER
Damien Martin, CPA, MST, EY Partner
5:00-7:00 PM, King Meadow Lawn
Help us kick off the Summit in style with a flamingo-themed cocktail mixer.
Ashley Francis, CPA, Founder of Francis Group, PLLC
Josh Youngblood, EA: JLY Technologies, Inc’s President; Youngblood Group, LLC’s Founder
Nicole Davis, CPA, MBA, Founder of Butler-Davis Tax & Accounting LLC
Orume Hays, CPA, CGMA, MST, Hays CPA Founder President; Youngblood Group, LLC’s Founder
Illyasha Peete, MBA, ClimateWorks Foundation, Chief of Equity, Justice, and Culture
Alicyn McLeod, CPA, CFP, Financial Planner at Ajax Capital Advisors, Inc., Founder of Atlanta.Tax, Founder of Glass
Cecily VM Welch, CPA, PFS, CFP®
Jeremiah B. Pagano, Esq., LLM., CEPA, Attorney Jacko Law Group, PC
Jessica L. Jeane, VP of Tax Policy at Western CPE
Mashfik Ahmedk, Principal Consultant – Digital Transformation
Shehan Chandrasekra,
Bogdan Constantin, CEO of Voxie
Logan Graf, CPA, Owner of The Graf Tax Co.
Sabrina P. Cook, CPA, Owner of Sabrina P. Cook CPA PLLCMeet our Experts
We’ve gathered more than two dozen of the most influential thinkers in the country. See the full list below and start getting excited.
Orumé Hays
CPA, CGMA, MST, Hays CPA Founder
Tony Nitti
CPA, MST, EY National Tax Partner
Nicole Davis
CPA, MBA, Founder of Butler-Davis Tax & Accounting LLC
Bogdan Constantin
Entrepreneur
Lorilyn Wilson
CPA, Creator of MadWoman Media
Brian Streig
CPA, LLP Tax Director of Calhoun, Thomson + Matza
Lily Tran
EA, CTC, CEO of TaxUSign
Ashley Francis
CPA, Founder of Francis Group, PLLC
Save Big When You Bring the Whole Team
Always invest in your people—they’re your greatest asset. After a few days at the New Money Summit, your team will be more confident and creative than ever before.
Become a Sponsor
For the first time, get your business solutions in the hands of Western CPE’s industry-leading accounting community.
Other Live Events and CPE Courses
From our acclaimed five-day resort CPE conferences to this year’s buzz-worthy New Money Summit, Western CPE has plenty of live events on tap.
Other
Western CPE Live Events
CPE Conferences
California Seminars
New Money Summit