Exhibitors
Western CPE
Western CPE is a leader in accounting, auditing, fraud, finance, taxation, ethics, management and human resources, computer, estate planning, government and nonprofit accounting and auditing, and personal development continuing professional education (CPE and CE). We offer training for CPAs, CFP® professionals, accountants, enrolled agents, and affiliated tax and financial professionals through: resort conferences, theme conferences, federal tax update seminars, federal and California tax update seminars, accounting and auditing seminars, Webcasts, self-study courses, and in-house training. We strive to deliver quality CPE to accountants and financial planners by providing a unique variety of options, including our resort conferences; theme conferences that focus on special topics; self-study courses available online, on streaming video, in print; Webcast Internet-based training; 1- and 2-day tax update seminars; 1-day accounting and auditing seminars; and in-house training. Our instructors and authors are considered some of the best in the United States. Western CPE keeps you updated on issues related to the Financial Accounting Standards Board (FASB), the Governmental Accounting Standards Board (GASB), Generally Accepted Auditing Standards (GAAS), International Auditing and Assurance Standards Board (IAASB), and Generally Accepted Accounting Principles (GAAP). We encourage you to review our conferences, self-study courses, tax seminars, accounting and auditing seminars, Webcasts, and in-house training options. Maximize your continuing professional education (CPE) by learning from national-caliber instructors. Please browse our Web site (westerncpe.com) or feel free to call (800.822.4194) or e-mail us (wcpe@westerncpe.com). We would be happy to answer any questions you might have.
Address
243 Pegasus LaneBozeman, MT
59718
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
103220Approved Delivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Letter
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Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
A constant concern for the auditor is ensuring that an adequate degree of independence is maintained between oneself and attest clients. In the Auditor Independence course, we delve into the different ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Cases of fraud are deeply hidden within the mass of accounting data in a business. Usually, only a great deal of effort will bring them to light. In the Fraud Analytics course, we cover how to find fr ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 17 - 20 credits
Description:
The auditor needs to conduct audits as efficiently and thoroughly as possible. In How to Conduct an Audit Engagement, we describe every aspect of an audit engagement, including the engagement letter, ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of the AI considerations with respect to tax preparation and tax research. This includes a discussion of how AI technology can be used in tax preparation, including a ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
The Accountant Ethics for Oregon course meets the four-hour ethics requirement of the Oregon Board of Accountancy (the “Board”). In this course, we explore the AICPA Code of Professional Conduct and t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of how AI is used in audits and compliance tasks. It discusses how AI helps auditors identify risks by analyzing large amounts of data and setting materiality thresho ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of some of the implementation strategies and considerations when integrating AI technologies within organizations. It addresses how you can assess readiness for AI ad ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of leveraging AI for data analysis and reporting in accounting. It covers the automation of data extraction, cleansing, and normalization processes as well as how AI ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
It is more difficult to prevent fraud in a government entity, given the complexity of its operations. In the Fraud in Government course, we outline the reasons why fraud is such a problem in governmen ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Remote audits can represent a major efficiency advantage for an audit firm, but only if they are handled correctly. In the Conducting Remote Audits course, we cover the advantages and disadvantages of ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
It is essential to properly receive goods. In the Receiving Controls course, we discuss all aspects of the receiving process flow, the forms used, and the controls needed to ensure that receiving acti ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course explores the ethical and regulatory aspects of integrating AI in accounting. It covers ethical considerations like bias, transparency, and accountability, alongside regulatory frameworks ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of how AI is reshaping accounting software, streamlining tasks, improving accuracy, and offering advanced analytics. It covers key AI-driven features like automated d ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The accounting for a car dealership is quite complicated, since there are many profit centers, fixed assets, and employees, not to mention the large vehicle inventory. In the Car Dealership Accounting ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
The 7 Habits of Effective Auditors course discusses the top seven tasks that an auditor should address in order to be as effective as possible. The suggestions cover a broad range of topics, including ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Upper-level reviewers have significant responsibilities for ensuring high-quality audit engagements. Unfortunately, deficient audits have serious negative consequences for both the CPA firm and the pr ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
On March 6, 2024, the SEC released its long-awaited final rules with respect to climate-related disclosures for public companies. These rules reflected the SEC’s attempt at responding to investors’ de ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
In 2021, the Congressional Research Service reported that over 70% of all U.S. workers have access to employer-sponsored pensions. The need to properly administer and account for pension funds is crit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while contributing to an IRA is a simple enough process, IRA owners must consider other means of funding and tax benefits. ...Program Level:
basicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Individuals in the accounting and auditing profession have a considerable responsibility to the general public. To gain public trust and maintain professionalism, professional conduct and ethical beha ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Information Technology
Description:
This course provides an overview of the basics of AI, including the key concepts related to AI such as machine learning, deep learning, and Natural Language Processing. This course provides a discuss ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Small business owners understand that they are the ones responsible for saving for their retirement. Unlike many employees who work for large corporations that provide retirement benefits, small busin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
On March 6, 2024, the SEC released its long-awaited final rules with respect to climate-related disclosures for public companies. These rules reflected the SEC’s attempt at responding to investors’ d ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
On March 6, 2024, the SEC released its long-awaited final rules with respect to climate-related disclosures for public companies. These rules reflected the SEC’s attempt at responding to investors’ de ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Annuities have a number of unique features that can make them an attractive investment option for many individuals. In the Essentials of Annuities course, we cover the various types of annuities and t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Description:
Restaurants and bars typically produce low profit margins, so they need a strong accounting system to help identify ways to improve those profits. In the Accounting for Restaurants and Bars course, we ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Starting and managing a small business is an exciting venture, but it comes with its own set of challenges, especially for aspiring entrepreneurs who may lack the necessary knowledge. This course serv ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
This course is an essential guide for accountants lacking formal financial training, featuring a comprehensive overview of key financial concepts and strategies. It benefits participants by enhancing ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material miss ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material miss ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 5 - 8 credits
Description:
Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to a ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Proper documentation is essential to a high-quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 9 - 12 credits
Description:
In today's multifaceted organizational landscape, the role of a supervisor is both critical and challenging, often determining the success or failure of the entire organization. This comprehensive cou ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Properly identifying, assessing, and responding to risk through a detailed audit plan is critical to an effective and efficient financial statement audit. This module will emphasize the key concepts a ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Understanding the proper accounting for and reporting of investments can be challenging, especially given recent changes to U.S. GAAP. This course will provide critical considerations when evaluating ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Many professionals feel overwhelmed by the pressure of work, and always seem to be working with a massive backlog of overdue projects. In Effective Time Management, we discuss how to prioritize your w ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A taxpayer may be able to claim a deduction for charitable contributions. In the Charitable Contributions Tax Guide course, we describe the contributions that qualify for a deduction, the types of org ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
There are a number of tax issues that debtors must deal with when they file for bankruptcy. The Bankruptcy Tax Guide course addresses such matters as tax collections under an automatic stay, the prior ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper pre ...Program Level:
BASICDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Derivative and hedge accounting can be complex and confusing. This course will provide an introduction to relevant accounting and financial reporting requirements, including recent FASB changes.Program Level:
BASICDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
In 2014, after years of deliberations, the Financial Accounting Standards Board (the FASB) and the International Accounting Standards Board (the IASB) jointly issued the Accounting Standard Update (AS ...Program Level:
OVERVIEWDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Accounting practitioners, both near and far, would be quick to agree that regulatory ethics is the bedrock of our profession. But where to begin? Countless regulatory agencies exist, each with their ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Any accounting department must collect and validate the Form W-9 from entities that it has paid. In the Form W-9 Compliance course, we explore the requirements for this form, how to validate the infor ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
The biggest factors that lead to an effective and efficient financial statement audit are the properly identification, evaluation, and response to risk of material misstatement. Assessed risk of mater ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The founders of a business have a number of business entity types from which to choose. In the Types of Business Entities course, we describe the essential elements of the sole proprietorship, general ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Production
Credit Hours:
- 1 - 4 credits
Description:
The cost of quality is enormous, and can make the difference between industry-leading profits and sustained losses. In the Quality Management Fundamentals course, we describe the nature of quality, wh ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course describes the reporting requirements necessary for compliance with the Corporate Transparency Act (CTA). These requirements took effect in 2024. Certain business entities, including most c ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study