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Connecticut CPA
July/August 2017
Contents Group: CTCPA
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get photos, member news, upcoming
events, and more at your fingertips!
Friday, September 29
CTCPA Education Center, Rocky Hill
Our overwhelmingly successful event
returns to help match accounting
majors at Connecticut colleges and
universities with employers seeking
interns or full-time hires.
At our Regional Meetings, many of you
asked for periodic opportunities to get
together with fellow members in your
local area
, so we'll be kicking off new
geographically based meetings in the fall.
We'll hold monthly luncheon meetings in
lower Fairfield County, and southeastern
Connecticut will have breakfast meetings
every other month.
>> Would you like to meet in your area?
Share your ideas with Executive Director
Bonnie Stewart at
Are you an up-and-comer in the
accounting profession or do you
know someone who is?
Submit a nomination for our New and
Young Professionals to Watch award
program showcasing new and aspiring
CPAs (aged 35 and younger) who have
distinguished themselves as go-get-
ters in the accounting profession.
ew & Young
What's coming up next?
5 By the Numbers: Workplace and Professional Trends
5 Peer Review Program News
6 From the Executive Director

11 U.S. Department of Labor's New Fiduciary Rule Now Applies
By George J. Kasper, J.D., LL.M., Pullman & Comley

15 Capitol Corner: Legislative Session Wrap Up
Special Tear-Out Reference Guide

20 Is Your Organization NextGen-friendly?
What you need to know to engage tomorrow's leaders today
By Brianna Johnson, ConvergenceCoaching

24 Client Data Is a Virtual Treasure Trove:
Why CPA firms must be vigilant about cybersecurity
By Mark R. Torello, CPA, CFE, CISA, Chair, CTCPA Technology Interest Group
Upcoming Programs and Events
8 Members-Only Meetings
10 New and Young Professionals Events
14 Continuing Professional Education Calendar
23 Educational Trust Fund Golf Tournament
Member Matters
7 The 2017 CTCPA Annual Meeting
9 Members Volunteer at Special Olympics Connecticut
27 Welcome, New Members!
28 Member Snapshots
29 Member News
29 Firm Moves and Promotions
30 Classifieds
Connect with members in
your geographic area!