CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Dual-ROI CPE for Teams: Compliance in the Morning, Culture in the Afternoon

Turn mandatory CPE into a morale-positive offsite. Western CPE conferences combine accredited morning sessions with protected afternoons in destinations your team actually wants to visit. One trip. Two outcomes. Compliance + Culture with the logistics, reporting, and support Finance and HR expect.

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Why Teams (and CFOs) Say Yes

Most group CPE solves one problem: minimum-viable compliance at minimum cost. Western’s format delivers two outcomes in one trip:

  • Compliance: Expert-led, fully accredited CPE in focused morning blocks.
  • Culture & Retention: 1:00 pm adjournment—afternoons reserved for rest, team bonding, client coffees, and recruiting.

You already budget for CPE. Many firms also budget for an offsite or team event. Western consolidates both. One travel, one approval, one invoice—two returns.

Built for Firms and Corporate Finance Teams

  • Group booking & consolidated invoicing
  • ACH Payment Options 
  • Reserved seating & priority check-in
  • Admin Dashboard
  • Room blocks & travel guidance
  • Curriculum planning (mix updates, ethics, and industry tracks)
  • FlexCast for all group members 
  • Dedicated group coordinator

Outcomes Leadership Cares About

Retention

Turn CPE from a chore into a morale-positive benefit.

Engagement

Teams return current on updates and less burned out.

Hiring & Brand

Conferences double as in-market recruiting and alumni touchpoints.

Client Development

Afternoons enable site visits and hospitality without extra trips.

Education you can trust.

We’re trusted by 20,000+ professionals and thousands of businesses, including Fortune 500s, every year. With industry leaders at the podium and verified attendance, your credits and your experience are in good hands.

Smiling business woman leading a team

2026 CPE Conferences

Our 2026 conferences are better than ever. Expect a wider variety of course choices, along with the best-in-class instruction and concierge customer service you’ve come to expect from Western. Choose one destination, split cohorts across multiple weeks, or stage different teams at different venues to balance workload.

May 18 - 22, 2026

New Orleans, LA

An overhead view of Greenbrier Resort, White Sulphur Springs in the summer

May 18 - 22, 2026

White Sulphur Springs, WV

Disney characters in front of Cinderella's Castle at Disney World

July 6 - 10, 2026

Orlando, FL

Wine glass with dice at a casino

Oct. 26 - 30, 2026

Las Vegas, NV

Boca Raton city view by the water

Nov. 2 - 6, 2026

Boca Raton, FL

Overhead view of Maui mountains and beach

Nov. 9 - 13, 2026

Maui, HI

Sun setting in Scottsdale desert

Nov. 16 - 20, 2026

Scottsdale, AZ

Dec. 7 - 11, 2026

Newport Beach, CA

Las Vegas Strip at Night

Dec. 14 - 18, 2026

Las Vegas, NV

Credit Options Your Team Can Plan Around

Structured morning blocks keep people engaged and on pace. Popular configurations include multi-day packages with clear CPE totals and bonus credit options in our digital library. Your coordinator will help map selections to state requirements and your internal policy.

Breakdown: CPE Hours

5 DAYS

40 Total Credits
30 CPE Credits
+ 10 Bonus Credits

4 DAYS

32 Total Credits
24 CPE Credits
+ 8 Bonus Credits

3 DAYS

24 Total Credits
18 CPE Credits
+ 6 Bonus Credits

2 DAYS

16 Total Credits
12 CPE Credits
+ 4 Bonus Credits

1 DAY

8 Total Credits
6 CPE Credits
+ 2 Bonus Credits

First-Class Experience, End-to-End​

Details matter. We’re meticulous about venues, food, and on-site support—so the experience feels like a reward, not an obligation.

  • Premier properties in world-class destinations
  • Streamlined check-in and seating for groups
  • On-site concierge for last-minute needs
  • Room blocks and travel guidance

How Finance & HR Justify It

The math behind a “more expensive” CPE that often saves money

  • Consolidate: Replace one separate offsite/retreat with afternoons you’ve already “bought” via travel.
  • Reduce burnout: Morning-only sessions increase attention and lower fatigue.
  • Retain talent: Even a 0.5–1.0% retention improvement often offsets the premium.

Example:
Team size 20 × premium vs bare-bones CPE $2,000 per attendee = $40,000 premium.
Avoid just one departure (fully-loaded cost ~$120,000) → $80,000 net positive plus refreshed, up-skilled staff.
CTA: Request a Group ROI Estimate

Frequently Asked Questions

Q: Why is your group pricing higher than virtual CPE?
A: Because it isn’t the same product. You’re consolidating CPE and a morale-positive offsite into a single, verifiable trip. The afternoons are the difference—and they’re intentional.

Q: Can we justify this to Finance/Procurement?
A: Yes. We’ll map spend to the compliance requirement you already carry, show how the format can replace at least one offsite, and provide clear attendance/credit documentation.

Q: How do you ensure people attend sessions?
A: On-site verification and post-event attendance reports by participant.

Q: Can we tailor content for our firm?
A: For qualifying groups, we can coordinate private sessions, cohort seating, or a custom track plan.

Q: What happens if plans change?
A: We’ll outline substitutions and rebooking options across our conference calendar.