We're working on the upcoming 2023 Update School Schedule.
Check back soon!
Q: Who Should Attend Day 1 and Day 2?
A: All Users of Drake Software
and All Prospective Users of Drake Software!
Your instructor, Warren Drake will keep you engaged for the entire session – Warren, whom you know, with his years of experience teaching in this industry, will leave you equipped for a great Tax Season! You do not want to miss this!
Your instructors, Warren Drake & Ben Tallman make a dynamic team! They will keep you engaged for the entire session – Warren, whom you know, with his years of experience teaching in this industry, and Ben, an Enrolled Agent, a U.S. Tax Court Practioner and nationally-recognized tax instructor who teaches frequently for NAEA, NATP, NTPI and many others. You do not want to miss this! You will leave equipped for a great Tax Season!
Seats are limited, so register soon!
Q: Who Should Attend Day 1 and Day 2?
A: All Users of Drake Software
and All Prospective Users of Drake Software!
DAY 1
Early Registration:*
$225 1st person from your firm
$215 Each additional person
*$245 per person after early-bird deadline
Early Registration must be received at Drake 2 weeks prior to the event.
Includes continental breakfast, breaks, plus lunch!
7:45-8:20 Registration & Continental Breakfast
8:20-8:30
Welcome, Housekeeping and Introductions
8:20-10:00 Session: 1
Ethics (Earn 2 CPE hours)
10:00-10:20
Break
10:20-11:10 Session: 2
Cyber Security: An OverView (Earn 1 CPE hour)
11:10-12:00 Noon Session: 3
A.I. & ChatGPT
The Future of Tax Prep? (Earn 1 CPE hour)
Noon-1:00 Lunch Break featuring a delicious, catered lunch
1:00-2:30 Session: 4
A Day In The Life (Earn 4 CPE hours)
2:30-2:45
Break
2:45-5:00 Session: 4
A Day In The Life (Continued…)
DAY 2
Early Registration:*
$225 1st person from your firm
$215 Each additional person
*$245 per person after early-bird deadline
Early Registration must be received at Drake 2 weeks prior to the event.
Includes continental breakfast, breaks, plus lunch!
7:45-8:20 Registration & Continental Breakfast
8:20-8:30
Welcome, Housekeeping and Introductions
8:20-10:00 Session: 1
Tax Update (Earn 4 CPE hours)
10:00-10:20
Break
10:20-Noon Session: 2
Tax Update (Continued…)
Noon-1:00 Lunch Break featuring a delicious, catered lunch
1:00-2:30 Session: 3
Industry Updates (Earn 4 CPE hours)
2:30-2:45
Break
2:45-5:00 Session: 4
Industry Updates (Continued… )
DAY 1
Early Registration:*
$199 1st person from your firm
$189 Each additional person
*$219 per person after early-bird deadline
Early Registration must be received at Drake 2 weeks prior to the event.
Includes continental breakfast, breaks, plus lunch!
7:45-8:30 Registration & Continental Breakfast
8:30-10:10 Session: 1
Worker Classification:
Getting it Right the 1st Time (Earn 2 CPE hours)
Instructor: Andrew Poulos
10:20-Noon Session: 2
Ethical Dilemmas (Earn 2 CPE hours)
Instructor: Andrew Poulos
Noon-1:00 Lunch Break featuring a delicious, catered lunch
1:00-5:00 Session: 3
Tax Return Production (Earn 4 CPE hours)
Instructor: Warren Drake
Topics:
Navigation / Data Entry / Printing Options
e-File / Tips & Tricks / Data Entry Shortcuts
Going Mouseless: Maximized Productivity
Keyboard Shortcuts / Macros
DAY 2
Early Registration:*
$199 1st person from your firm
$189 Each additional person
*$219 per person after early-bird deadline
Early Registration must be received at Drake 2 weeks prior to the event.
Includes continental breakfast, breaks, plus lunch!
7:45-8:30 Registration & Continental Breakfast
All The Rest! 8:30-5:00pm (Earn up to 8CPE Hours)
8:30-Noon Session: 1
Tax Cuts & Jobs Act of 2017: Changes in the Tax Code (Earn 4 CPE hours)
Instructor: Andrew Poulos
Noon-1:00 Lunch Break featuring a delicious, catered lunch
1:00-5:00 Session: 2
Drake Software Update
& Tools (Earn 4 CPE hours)
Instructor: Warren Drake
Topics:
IRS Security Summit Update / Software Changes / Setup / Options
Paperless? / eSignature Options / Portals
2023 Drake Software Regional Update School
Course Description: Course Description: The Drake Software Regional Update School provides the latest software and industry information while enabling Drake clients to network with other tax professionals. This school has 5 unique courses:
Day 1 – Worker Classification: Getting it Right the 1st Time – 2 CPE credits – Ethics Dilemmas – Regulatory Ethics – 2 CPE credits – Instructor: Andrew Poulos, EA, ABA, ATP; A Day In The Life: Tax Return Production – 4 CPE credits – Instructor: Warren Drake. Upon completion of Day 1, participants will:
• Know the intricacies of how to properly classify workers and make the appropriate recommendations to their clients.
• Gain insight through the discussion of various ethical dilemmas and learn where to access additional resources.
• Be able to utilize Drake data entry techniques for more effective software operation and workflow management.
• Better understand the overall tax preparation process using Drake Software, improving productivity and efficiency.
Day 2: 2023 Federal Tax Law Updates 4 CPE credits – Instructor: Andrew Poulos and Drake Software Updates/Tools – 4 CPE credits Instructor: Warren Drake. Upon completion of Day 2, participants will be able to do the following:
• Identify tax law revisions for the upcoming tax season.
• Recognize and employ new features in Drake Software.
• Understand important software changes and news that affect their practice.
• Discuss practice management topics that apply to the tax preparation profession.
CPE Facts: These courses deliver CPE in multiple fields of study. See the chart below for specific CPE awarded for each course of this school. CPE is awarded based on your individual professional designation:
• NASBA – (CPAs) receive up to a total of 16 hours of CPE including 8 hours of Specialized Knowledge and Applications (SK & A), 2 hours of Ethics and 6 hours of Taxes.
• IRS – (EAs and PTIN Holders) receive up to a total of 16 hours of CPE including 10 hours of federal tax topics, 2 hours of Ethics, and 4 hours of Tax Update.
*SK&A is the “Specialized Knowledge and Applications” field of study approved by NASBA
Course Level: Update
Latest Revisions: Fall 2023
Course. Expiration: January 15, 2024
Prerequisites: This course is structured for Drake Software users. The only prerequisite is the desire to develop a working knowledge of how to use Drake Software in preparing tax returns. No advanced preparation is necessary.
Course Policies: Refund requests must be sent in writing to Drake Ventures via mail, fax, or e-mail. Refunds will not be granted by phone. Drake will make a full refund for any request received 10 business days or more before the scheduled start of any school. Any cancellation received 5-9 business days prior to start will receive a 50% refund. No refunds on cancellations less than 5 business days prior to the scheduled start of a school. No refunds will be issued for inclement weather unless the school is canceled by Drake. Videos cannot be substituted for a school cancellation. For more information regarding the refund policy, administrative policies, and complaint resolution, please contact our office at (828) 348-1265 or email Schools@Drake.us .
Drake Ventures is an IRS-qualified sponsor of continuing professional education for Enrolled Agents and Registered Tax Return Preparers.
Drake Ventures is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Meet Your Instructor:
Warren Drake President of Drake Ventures, Inc.
READ BIO
Warren Drake President of Drake Ventures, Inc.
Lead Program Writer / Instructor
Warren Drake has been in the middle of the tax industry for over 40 years. As a young man starting out in his career, Warren worked in his father’s tax practice where he learned the complexity of the tax code, processing thousands of returns before the advent of computers.
In 1977, Phil Drake (Warren’s brother) started writing code for a tax software program in an attempt to automate the tax business for their father. Warren quickly became involved in writing computer code as well, and at the beginning of the computer age, we find the beginnings of one of the most successful Tax Software companies in the country, Drake Software.
Over the past four decades, Warren has participated in the development of the software and the development of the content for much of the instructional material for Drake Software tax professionals. Warren has been the company’s lead instructor, conducting live classroom training, sales presentations and presiding over the annual Update School to inform Drake Software clients about upcoming changes in the tax software and the Tax code for the coming year.
Warren is a very successful entrepreneur who has taken the same standard of excellence in instruction to his customers. He knows the tax industry and his customers appreciate his tireless dedication to communicating the intricacies of the professional tax practice from substance to practical application.
Warren lives in Franklin, NC with a love for family, music and the mountains. Warren is actively involved in the music business not only as a performer, but in the role as a producer of music and music videos, nurturing talented individuals and groups in their state of the art recording studio.
Warren Drake President of Drake Ventures, Inc.
READ BIO
Warren Drake President of Drake Ventures, Inc.
Lead Program Writer / Instructor
Warren Drake has been in the middle of the tax industry for over 40 years. As a young man starting out in his career, Warren worked in his father’s tax practice where he learned the complexity of the tax code, processing thousands of returns before the advent of computers.
In 1977, Phil Drake (Warren’s brother) started writing code for a tax software program in an attempt to automate the tax business for their father. Warren quickly became involved in writing computer code as well, and at the beginning of the computer age, we find the beginnings of one of the most successful Tax Software companies in the country, Drake Software.
Over the past four decades, Warren has participated in the development of the software and the development of the content for much of the instructional material for Drake Software tax professionals. Warren has been the company’s lead instructor, conducting live classroom training, sales presentations and presiding over the annual Update School to inform Drake Software clients about upcoming changes in the tax software and the Tax code for the coming year.
Warren is a very successful entrepreneur who has taken the same standard of excellence in instruction to his customers. He knows the tax industry and his customers appreciate his tireless dedication to communicating the intricacies of the professional tax practice from substance to practical application.
Warren lives in Franklin, NC with a love for family, music and the mountains. Warren is actively involved in the music business not only as a performer, but in the role as a producer of music and music videos, nurturing talented individuals and groups in their state of the art recording studio.
Ben Tallman EA, USTCP
READ BIO
Ben Tallman EA, USTCP
Ben Tallman is an NTPI Fellow® (class of 2009). He has a Bachelor of Science Degree in Business Administration. Ben has taught for local, state, and national organizations over the past decade. He has served on the NAEA Education Foundation and is a prior Education Director for GAEA. He has appeared as a panelist on Tax Talk Today and has conducted webinars for NAEA and Drake Education. He is a U.S. Tax Court Practitioner and writes extensively for the EA Journal. He operates a tax practice/representation business in Atlanta and recently celebrated 40 years in business.
2023 Update School Tour
Cities and Dates
These locations are wonderful venues. All of the hotels have rooms just for you at special rates.
Call each hotel directly for room reservations and ask for the Drake Software rate.
EASTERN TOUR
Cleveland, OH
Wed. / Thurs. - Nov. 8 & 9
Holiday Inn Cleveland-S Independence
6001 Rockside Rd
Independence, Ohio 44131
ihg.com
(216) 524-8050
Toledo, OH
Fri. / Sat. - Nov. 10 & 11
Holiday Inn & Suites Toledo Southwest - Perrysburg
27355 Carronade Drive
Perrysburg, Ohio 43551
ihg.com
(567) 331-8900
Columbus, OH
Mon. / Tues. - Nov. 13 & 14
Crowne Plaza Columbus North- Worthington
6500 Doubletree Avenue
Columbus, Ohio 43229
ihg.com
(614) 885-1885
Cincinnati, OH
Wed. / Thurs. - Nov. 15 & 16
Radisson Hotel Cincinnati Riverfront
668 W 5th St
Covington, KY 41011
RadissonHotels.com
(859) 491-1200
Nashville, TN
Fri. / Sat. - Nov. 17 & 18
Doubletree Hotel
1850 Old Fort Parkway
Murfreesboro, TN 37129
DoubleTree3.Hilton.com
(615) 895-5555
Pigeon Forge, TN
Mon. / Tues. - Dec. 18 & 19
The Ramsey Hotel
3230 Parkway
Pigeon Forge, TN 37868
MyRamseyHotel.com
(865) 428-2700
WESTERN TOUR
Be sure to check back soon for more information on our Western Tour Dates!
- Oklahoma City, OK
- Tulsa, OK
- Little Rock, AR
- Branson, MO
- Kansas City, MO
- Saint Louis, MO
- Fort Smith, AR
- Wichita, KS
St. Louis, MO
Mon. / Tues. - Nov. 27 & 28
Holiday Inn Route 66 St Louis SW
10709 Watson Road,
St. Louis, MO 63127
ihg.com
(314) 821-6600
Branson, MO
Wed. / Thurs. - Nov. 29 & 30
Chateau on The Lake
415 North State Highway 265,
Branson, MO 65616
chateauonthelake.com
(888) 333-5253
Kansas City, MO
Fri. / Sat. - Dec. 1 & 2
Holiday Inn & Suites Overland Park-West
8787 Reeder Street,
Overland Park, KS 66214
ihg.com
(913) 888-8440
Wichita, KS
Mon. / Tues. - Dec. 4 & 5
Holiday Inn Wichita East I-35
549 South Rock Road
Wichita, KS 67207
ihg.com
(316) 686-7131
Tulsa, OK
Wed. / Thurs. - Dec. 6 & 7
DoubleTree by Hilton Hotel Tulsa - Warren Place
6110 S. Yale Avenue
Tulsa, OK 74136
hilton.com
(918) 495-1000
Oklahoma City, OK
Fri. / Sat. - Dec. 8 & 9
Holiday Inn & Suites Oklahoma City North
6200 North Robinson Avenue
Oklahoma City, OK 73118
ihg.com
(405) 286-4777
Little Rock, AR
Mon. / Tues. - Dec. 11 & 12
Holiday Inn Little Rock-Airport-Conf Ctr
3201 Bankhead Dr.
Little Rock, AR 72206
ihg.com
(501) 490-1000
Memphis, TN
Wed. / Thurs. - Dec. 13 & 14
Holiday Inn & Suites Memphis Southeast-Germantown
7730 Centennial Drive
Memphis, TN 38125
ihg.com
(901) 730-0015
Oklahoma City, OK
Fri. / Sat. - Dec. 8 & 9
Holiday Inn & Suites Oklahoma City North
6200 North Robinson Avenue
Oklahoma City, OK 73118
ihg.com
(405) 286-4777
