2017 Conference Information Packet Kauai, Hawaii November 13 18, 2017

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1 If you ve never been to Kauai, it s time you check it off your bucket list. If you have, you won t need our convincing to go back. The oldest of the Hawaiian Islands is home to perfect beaches, towering mountains, beautiful rivers, lush rainforest, and some of the most dramatic, rugged coastline you ll ever see. A day on the beach or in the surf is almost requisite. You ll also want to check out the stunning Na Pali Coast with cliffs jutting out of the ocean thousands of feet, dotted with lush vegetation and waterfalls it s a sight you won t soon forget. Venturing inland you ll find hidden gems via guided trips in the mountains and jungles that cover much of the island. You can also spend some quality time on the links, with signature courses framed by jungle mountains, surf, and sand. We ll set up at the St. Regis Princeville Resort, with lavish amenities and astonishing panoramas that might make it hard to leave your room at all. St. Regis Princeville Resort The St. Regis Princeville Resort on Kauai provides guests with a luxurious, relaxing setting in one of the most beautiful destinations on Earth. The hotel offers dining options with local seafood, a tranquil spa, and spectacular vistas of Hanalei Bay and the majestic Na Molokama mountain range. Snorkeling, surfing, pristine beaches, and world-class golf are all just a few steps out your door as you stay in this incredible location that wholly deserves its reputation as paradise.

2 Course Schedule Date Course* Instructor Category 11/13/ Individual Tax Update Mark Mirsky Taxes 11/13/17 Data Security and Identity Theft: Managing the Risks 11/14/17 Business Intelligence: Tools, Techniques, and Tips for Success K2 Enterprises K2 Enterprises Computer Science Computer Science 11/14/ Business Tax Update Mark Mirsky Taxes 11/15/17 Leading the Various Generations in Your Firm Ed Robinson Business Mgmt. & Organization 11/15/17 Pass-Through Entities Mark Mirsky Taxes 11/16/17 OCBOA Fundamentals: Going Where Financial Statements Haven't Gone Before Tom Noce Taxes 11/16/17 Talent Management for Firm Longevity Ed Robinson Business Mgmt. & Organization 11/17/17 World's Liveliest Accounting Update 2017 Tom Noce Accounting 11/17/17 Planning for Businesses: From Cradle to Grave Steven G. Siegel Business Mgmt. & Organization 11/18/17 Critical Elder Care Issues Steven G. Siegel Taxes 11/18/17 Fraud: Not Just for Audits Anymore Tom Noce Auditing *All courses are from 7:30 am to 1:00 pm and worth 6 credits unless otherwise noted. Conference Prices 1 Day 2 Days 3 Days 4 Days 5 Days 6 Days $549 $1,049 $1,399 $1,649 $1,899 $2,149

3 St. Regis Princeville Resort 5520 Ka Haku Road Princeville, Kauai, HI 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 %, a porterage fee of $9 will be added to the rate above. 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 October 9, 2017 Check in: 4:00pm Check Out: 12:00pm

4 Question Deposit Cancellations Additional Room Guests Parking Wi-Fi Smoking/Non-Smoking Answer 3 nights plus tax 30 days prior to arrival or deposit is forfeit $50 per person per night (max 4 guests per room) $17 per night (including valet) Complimentary in room Non-smoking General Information Room Amenities Hotel Amenities ipod docking station 10% discount on spa services Home theater system Outdoor pool Flat-screen HDTV Beach access Free Wi-Fi Business services Refrigerator Concierge Hair Dryer Room service On-site Restaurants Makana Terrace Nalu Kai Grill and Bar The Kauai Grill St. Regis Bar Napali Cafe Celebrations

5 Transportation and Directions Nearest Airport(s) Lihue Airport (LIH) 30 miles or 49 minutes to the hotel Transportation Recommended Travel: Fly into LIH and get a rental car or pre-arrange ground transportation via the resort 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 Shuttle available with Kauai North Shore Limousine, starting at $216 o Taxi approximately $96 Driving Directions from LIH

6 Kauai Conference Activities Sunday November 12, 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 November 13, 2017 Hanalei Bay Stand Up Paddle Boarding 1:30 p.m. 4:30 p.m. $99.00 If you want to learn to stand up paddle board, this is the perfect opportunity. Stand up paddle boarding is one of the fastest-growing water sports today. Not only does it provide the best workout on the water, it s just plain fun. Plus, while you re paddle boarding, you ll be able to take in the beauty of Hanalei Bay. Price includes stand up paddle boarding lesson and all equipment. Transportation from resort to surf shop not included. Tuesday November 14, 2017 Helicopter Tour 2:00 p.m. 2:50 p.m. or 3:00 p.m. 3:50 p.m. $ Perhaps the best way to see the breadth and majesty of Kauai is by air. On this 50-minute helicopter tour, you ll experience the magnitude of the Na Pali Coast, hover above the deep chasms of Waimea Canyon, and see the majestic Manawaiopuna Falls that were featured in the movie Jurassic Park. With much of Kauai s lush wilderness inaccessible by car, an aerial tour is the perfect way to fully appreciate all of Kauai s hidden natural wonders. Price includes 50-minute helicopter tour. Transportation from resort to helicopter not included. Weight limit of 290 lbs. Wednesday November 15, 2017 Smith Family Garden Luau 4:00 p.m. 10:00 p.m. $ Join us in paradise near the sacred Wailua River, a place once reserved for Hawaiian royalty. Receive your shell lei and take either a narrated tram tour or a leisurely stroll around the lush 30-acre gardens. During the imu ceremony, we ll learn about the Hawaiian cooking method called kālua, where a kālua pig is wrapped in ti leaves and cooked in an earthen imu oven. We ll enjoy cocktails from the open bar while listening to the Smith family sing Hawaiian songs. Then the feast will begin with traditional flavors and island favorites, such as kālua pork, beef

7 teriyaki, chicken adobo, and sweet-and-sour mahi-mahi. After dinner, the Rhythm of Aloha Show will feature colorful, authentic performances in the torch-lit Pele Amphitheater. Price includes transportation, dinner, show, cocktails, tax, and gratuity. 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: