2018 Continuing Professional Education Conference


New for 2018, Edward Jones has partnered with both the Missouri and Kansas Societies of CPAs to present our annual series for legal and tax professionals – the 2018 Continuing Professional Education Conference.

This new partnership brings you one of the most comprehensive and inclusive continuing education opportunities in the region, and leverages our experience to deliver the high-quality continuing education opportunity you’ve come to expect.

Sheraton Overland Park Hotel at the Convention Center
6100 College Boulevard
Overland Park, KS 66211
To make a reservation call: 913-234-2100

A room block has been set aside for our attendees on November 6 and 7 at the special discounted room rate of $162 a night. Please call the hotel directly and identify yourself as part of the Edward Jones room block to receive the discounted rate. Cut off date is October 17, 2018.


Wednesday, November 7, 2018
Registration Time: 7:30am
8:00am – 4:30pm

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Course Type


CPE Credit

8.00 hours CPE credit


Joel I Krieger, Julie A. Welch, Brian M. Youngberg, Peter Klos, Omar Malik, Anita Cross, Mike Talbot, Robin Holzschuh and Rachael Lynch

Field of Study

Personal Development (limited to 30%), Ethics, Specialized Knowledge & Applications and Taxation

Level of Knowledge


Designed For

CPAs, financial leaders, attorneys, insurance and other business professionals who would like to refresh, refine or expand their knowledge of today's business environment.


Kansas Society of CPAs



Advanced Preparation

Edward Jones, its financial advisors and its employees cannot provide tax or legal advice; before acting upon any information herein, individuals should consult a qualified tax advisor or attorney regarding their circumstances. This information is believed to be reliable, but its accuracy and completeness are not guaranteed.

For questions regarding this event, please contact Danielle at danielle@kscpa.org


  • Tax Update (1.5 credits)
  • UMA Management & Impact on Tax
  • Economics Update
  • Optimizing Client Relationships Using Edward Jones Wealth Management Services (1.5 credits)
  • Ethics (2 credits)
  • Blockchain


Continuing Education
Credit amounts are based on attendance unless otherwise noted.

CLE: Application pending
CFP: Application pending
CPE: Up to 8 hours including 2 hours of ethics


Overland Park Convention Center
6000 College Blvd
Overland Park, KS 66211
Member Fee $199.00
Non-Member Fee $199.00
Late Fee
on or after October 1, 2018
Your Price $225.00

Registration for this course has passed.

Photo & Media Release

By attending any KSCPA event, I understand that I may be photographed or videotaped and grant the Kansas Society of CPAs permission to use my likeness in a photograph, video, or other digital media. This includes any and all of its publications, including, but not limited to: social media, web-based publications, or email marketing, without payment or other consideration. Should I decide I do not wish to have my likeness recorded for distribution, I will make my wishes known to KSCPA staff prior to the event.

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