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 to 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
Session & Workshop: 9:00-9:50 AM, Grand Ballroom East
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: 10:00-10:50 AM, Grand Ballroom West
1 CPE Credit – Tax
Discover the intricacies of BOI reporting in our specialized course, equipping you with the expertise to navigate regulatory frameworks and effectively fulfill reporting obligations.
PANELISTS
Robert W. Jamison, CPA, Ph.D., Professor Emeritus of Accounting at Indiana Uni., Purdue University, Indianapolis
Jessica L. Jeane, J.D., VP of Tax Policy and Strategic Partnerships at Western CPE
Sharon Kreider, CPA, Tax Authority at Western CPE
Session: 11:00-11:50 AM, Grand Ballroom East
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: 1:00-1:50 PM, Grand Ballroom West
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: 2:00-2:50 PM, Grand Ballroom East
1 CPE Credit – Business Management
Get an inside look on how Logan Graf manages his new client intake process. Get the “how-to” and the “why” you should protect your time while still getting clients.
SPEAKERS
Logan Graf, CPA, Owner of The Graf Tax Co.
Session: 3:00-3:50 PM, Grand Ballroom West
Join Western CPE for a conversation with Jason Staats on his success in business, the power of social media, and finding new opportunities alongside accounting. We’ll explore his previous life as an accounting firm owner, the power he has found in online communities, and the business of influence in small accounting firms.
SPEAKER
Jason Staats, CPA, MBA, Founder of Realize, Content Creator, Firm Runner
4:00-6:00 PM, Grand Ballroom Foyer
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, CTRS, NTPI, Founder of Youngblood Group, LLC
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, Founder and CEO of Catalyze and Cultivate Consulting
Alicyn McLeod, CPA, CFP, Co-Founder of Agate CPA
Cecily VM Welch, CPA, PFS, CFP®
Jeremiah B. Pagano, Esq., LLM., CEPA, Attorney Jacko Law Group, PC
Sabrina P. Cook, CPA, Owner of Sabrina P. Cook CPA PLLC
Shehan Chandrasekra,
Tyler Menzer, PhD Candidate at University of Iowa
Bogdan Constantin, CEO of Voxie
Tony Nitti, CPA, MST, Partner in the National Tax Department of EY USMeet 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, Founder of Hays CPA
Jason Staats
CPA, MBA, Founder of Realize, Content Creator
Nicole Davis
CPA, MBA, Founder of Butler-Davis Tax & Accounting LLC
Bogdan Constantin
Entrepreneur
Kelly Phillips Erb
JD, LLM, Tax Counsel for White and Williams, LLP; Senior Editor at Forbes
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