2017 Conference Information Packet Scottsdale, Arizona October 23 27, 2017

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1 The rugged Sonoran Desert landscape, with the McDowell Mountains as a backdrop, provides a beautiful setting for explorations in arts and culture, outdoor adventures, savory cuisine, and trend-setting boutiques in Scottsdale. Scottsdale is known as a mecca for art, upscale shopping, and challenging golf courses. With dozens of restaurants, lounges, and clubs, downtown Scottsdale delivers diverse and exciting nightlife options as well. Whether you re looking to hit the links or treat yourself to some of the finer things in life, in Scottsdale, options abound. We ll be staying at the Scottsdale Plaza Resort, just minutes from downtown Scottsdale, Fashion Square, and McCormick Ranch Golf Club s two championship courses. From here, you can easily explore all that Scottsdale has to offer, or simply relax at the resort and enjoy the spa or one of the many pools as you soak in the Arizona sun. The Scottsdale Plaza Resort Just a brief jaunt away from championship golf courses and bustling downtown Scottsdale, you ll find the Scottsdale Plaza Resort, our home for the conference. The hotel is a Mediterranean Spanish themed resort with multiple pools, lighted tennis courts, a relaxing spa, and wonderful vistas of the Camelback Mountains. You ll be right next to all the action in Scottsdale in a quiet, estancia-style setting to relax when you re done playing the links or on the town.

2 Course Schedule Date Course* Instructor Category 10/23/17 A Stroll Down GAAP Memory Lane Rod Redding Accounting 10/23/17 Business Intelligence: Tools, Techniques, and Tips for Success 10/24/17 Mastering PivotTables: Excel s Best Feature K2 Enterprises K2 Enterprises Computer Science Computer Science 10/24/17 World s Liveliest Accounting Update 2017 Rod Redding Accounting 10/25/17 Pass-Through Entities Daniel Moore Taxes 10/25/17 Juggling the Numbers: Financial Reporting and Analysis 10/26/17 Annual Update of Essential Information for Controllers and CFOs Rod Redding Frank Ryan Accounting Accounting 10/26/ Individual Tax Update Daniel Moore Taxes 10/27/ Business Tax Update Daniel Moore Taxes 10/27/17 The New Economy and the New CFO Frank Ryan Accounting *All courses are from 7:30 a.m. to 1:00 p.m. and worth 6 credits unless otherwise noted. Conference Prices 1 Day 2 Days 3 Days 4 Days 5 Days $549 $949 $1,249 $1,449 $1,649

3 The Scottsdale Plaza Resort 7200 N Scottsdale Rd Scottsdale, AZ Phone: The cut-off date for this location has passed. All reservations booked at this time are subject to prevailing rates and availability. Please call the hotel at to book accommodations. *Taxes are 12% To secure our rate, please make your reservation as early as possible. Due to demand, we cannot guarantee room availability and rate. Rates are per room, per night, single or double occupancy Rates are available three days before and after the conference Group discounted rate is not available after September 25, 2017 Check in: 3:00 p.m. Check Out: 12:00 p.m.

4 Question Deposit Cancellations Parking Wi-Fi Smoking/Non-Smoking Answer 1 night plus tax 48 hours prior to arrival or 1 night plus tax charged Free self-parking Complimentary in room Non-smoking General Information Room Amenities Hotel Amenities Coffee maker Golf Refrigerator Outdoor pool Flat-screen HDTV Tennis Free Wi-Fi Spa and salon services Bathrobes Business services Safe Concierge Room service On-site Restaurants Remington s Restaurant & Lounge J.D. s Lounge Garden Court Restaurant Café Cabana Restaurant

5 Transportation and Directions Nearest Airport(s) Phoenix Sky Harbor International (PHX) 15.6 miles or 25 minutes to the hotel Transportation Recommended Travel: Fly into PHX and pre-arrange transportation with the resort Shuttle available daily every 30 minutes for $23 per person one-way. Call the hotel bell desk at to make arrangements. o Uber or Lyft - available in this area Rental Car Western CPE has discounts up to 25% o Avis use Avis Worldwide Discount (AWD) code: X o Budget use Budget Customer Discount (BCD) code: U o Driving Directions

6 Scottsdale Conference Activities Sunday October 22, 2017 Conference Reception 4:30 p.m. 5:30 p.m. After arriving, please stop by the Western CPE registration desk 4:30 p.m. 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. Monday October 23, 2017 Golf at Camelback Ambiente Course Tee time at 1:39 p.m. $78.00 Designed by notable golf architect Jason Straka, the Ambiente Course offers eye-catching elevation changes with significant drops throughout the course. This course was renovated last year with conservation and resource protection in mind. In fact, Ambiente is the Spanish word for environment. With its beautiful mountain backdrop, this 7,225-yard, par-72 desert jewel will test your skills while offering a rewarding golf experience. Price includes: Green fees, cart rental, range balls, and tax. Club rentals available for $ Tuesday October 24, 2017 A Taste of Old Town Scottsdale Food Tour 5:15 p.m. 8:30 p.m. Tickets $119.00, Transportation (optional) $15.00 A Taste of Old Town Scottsdale is a food and cultural tour where we ll sample great food and beverages while traveling through time. We ll walk the same streets traveled by early settlers during the frontier days and learn how Scottsdale has grown into one of the most desirable vacation destinations in the country. Along the way, we ll sample fine wines and an array of intriguing dishes from some of Old Town s unique and upscale locations. Price includes tour guide, tastings, tax, and gratuity. Transportation available for an additional fee. Wednesday October 25, 2017 Sweet Basil Gourmetware and Cooking School Class and Meal 3:30 p.m. 7:30 p.m. Tickets $79.00, Transportation (optional) $15.00

7 Join us as we prepare a fabulous gourmet meal with one of the chefs from Sweet Basil Gourmetware and Cooking School. After the hands-on class, we ll sit down and enjoy a meal, a margarita, and the company of our fellow participants. Best of all there s no clean up involved! We ll be cooking from Sweet Basil s Southwest Flavors menu, featuring tortillas and guacamole; black bean, roasted corn, and mango quesadillas; shredded pork and mushroom enchiladas with ancho chile cream sauce; sautéed Southwestern vegetables; and green chile macaroni. Be sure to save room for dessert when we ll enjoy chocolate-ancho cre me brûle e. Price includes cooking class and meal. Please note: Menu is subject to change. Transportation available for an additional fee. Thursday October 26, 2017 Taliesin West 2:15 p.m. 5:30 p.m. $75.00 If you ever wanted to visit one of Frank Lloyd Wright s architectural marvels, you ll have that chance on our guided tour of historic Taliesin West. Constructed in 1937, this famous compound sits on 600 acres in the Sonoran Desert at the foothills of the McDowell Mountains. During our tour, we can walk through Wright s house, sit on furniture he designed, and see the dramatic living room where he entertained. Price includes: Round-trip transportation and 90-minute guided tour. 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.

8 Conference Activities Registration Form To register, please complete this form and fax it to or call and speak with a member of our Customer Care Team. CONFERENCE LOCATION: Activity Day Number of Participants Cost Total Conference Attendee s Name: _ Family/Guests Names: Total Cost: Adults Children and Ages PAYMENT INFORMATION Credit Card # (Visa, MasterCard, American Express, or Discover) Expiration Date / Security Code Check Number (please make payable to Western CPE)

9 RELEASE FROM RESPONSIBILITY AND ASSUMPTION OF RISK AND POWER TO AUTHORIZE MEDICAL TREATMENT Complete only if you are participating in optional out-of-class activities. Release must be signed by each participating adult. It being my intention to participate in the optional activities offered while attending the Western CPE conference, and it being known and understood by me that said participation in these optional activities shall necessarily involve exposure to risks to my person and my property, I do hereby assume the full responsibility for any such risks and do hereby waive any right to any claim against Western CPE or any of its employees or agents for any injury, loss, damage, accident, delay, or expense resulting from any acts or omission of any carrier, government, private legal entity, or third person. I also assume sole responsibility for and agree to indemnify Western CPE against any loss due to any financial obligations or liabilities that I may personally incur, or any damages or injury to persons or property that I may cause during the time of my participation. I further release Western CPE from any claims arising from the aggravation of any physical disability or illness not disclosed to Western CPE and grant the employees of Western CPE full authority to take whatever actions they may consider to be warranted under the circumstances regarding my health and safety, and, at their discretion, to place me in any hospital or in the hands of any local doctor for medical treatment at my own expense, or to transport me by any means of conveyance required at my own expense for medical treatment or in the event of my demise. I understand the optional activities will be conducted in and around the conference area, and I understand that these activities carry certain risks. I am in good health and, to my knowledge, I do not have any physical problems that would hamper my participation in said activities. I, the undersigned, being cognizant of the hazards of these activities, assume the risks of same and agree to indemnify and hold harmless Western CPE and its employees against any and all claims for damage on account of any injury to my person or property. While participating in the activities, I am personally responsible for my own health insurance. All of the above statements also pertain to any children under the age of 18 who may be participating in the activities under my care and direction. Wherefore I have subscribed this document on this the day of, Print Names of Participants: Signatures of Participants: Conference Location:

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