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Connecticut CPA
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September/October 2017
Contents
linkedin.com Group: CTCPA
youtube.com/ConnecticutCPAs
instagram.com/ConnecticutCPAs
flickr.com/ConnecticutCPAs
facebook.com/ConnecticutCPAs
twitter.com/ConnecticutCPAs
Connect with us on social media to
get photos, member news, upcoming
events, and more at your fingertips!
CTCPA
volunteers
needed!
It doesn't matter if you're a seasoned
professional or just starting out ...
a long-time volunteer or ready to try
something new ...
let your skills and talents shine
while you make a difference!
Help with charity events or drives.
We've collected everything from food and books
to coats and more, and walked to support causes
in rain, snow, and sun. Want to join in?
alicias@ctcpas.org
or 860-258-0217
Share your knowledge.
Show off your business and your expertise put on
your speaker hat and donate your time teaching at
a conference or seminar, talking to an interest group,
visiting a college or high school accounting class, or
serving as an expert media source.
www.ctcpas.org/speakers
Serve on a local nonprofit board.
Local nonprofits frequently contact us looking
for CPAs to serve in their leadership. Bring your
financial know-how to a worthwhile cause through
our matchmaking webpage.
www.ctcpas.org/nfpboards
Features
5 Political Movers & Shakers
6 From the Executive Director
7 By the Numbers: Workplace and Professional Trends
7 State Budget Challenges Continue
By Bonnie Stewart, CTCPA Executive Director
11 CTCPA-Wide Supply Drive to Support Connecticut
Children's Medical Center ArtReach Program

12 Project Management for Accountants
By Michael Maksymiw Jr., CPA, Filomeno & Company

17 The Finance Executive's Changing Responsibilities for
Defined Contribution Plans
By Julie McNeal, CPA, CTCPA Director of Finance and Operations

20 CPA Exam Game Plan: One CTCPA Staffer's Story
By Kirsten Piechota, Connecticut CPA Managing Editor

22 Recovering Losses from Employee Theft and Embezzlement
By Steve Pedneault, CPA/CFF, CFE, Forensic Accounting Services
Upcoming Programs and Events
8 Members-Only Meetings
10 New and Young Professionals Events
16 Continuing Professional Education Calendar
24 Educational Trust Fund Golf Tournament
Member Matters
26 Welcome, New Members!
27 Member News
27 Firm Moves and Promotions
28 Member Snapshots
30 Classifieds