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7.0 Credits

Our brand new Business and Industry Conference is designed to help you grow every facet of your business - not just accounting.  We'll discuss emerging technologies, risk management, how to recruit and retain top employees, leadership, and more.

Sponsored by






Designed For

CFOs, controllers and other financial decision-makers (CPAs and non-CPAs) from a broad range of companies and organizations.


Please select the appropriate session or option below to continue with your online purchase.

Please select your ticket/table option below:

Ticket Options


General Sessions

Presented by: Gene Marks - President and CEO of The Marks Group, Author, and Small Business Management Columnist


The most successful business executives, owners, managers and leaders have this one thing in common: they are always looking ahead. They’re executing their plans for the current year. But now they’re thinking of the years to come. How will they navigate their company through potential economic downturns? What impact will the 2020 elections have on their company and industry? What investments should they be making? What technologies should they be considering?

Gene, a business owner, CPA, author and longtime regular business columnist for The Washington Post, The New York Times, The Guardian, The Hill, The Philadelphia Inquirer and Forbes Magazine will share the tactics, strategies and ideas that hundreds of business leaders he knows are carrying out to grow their companies beyond 2020.

Using the most current events and up to date information, Gene will be sharing with you the latest political, economic and technology trends that will be affecting your business this year and beyond 2020 and actions for meeting those challenges.

Sponsored by


Presented by: Richard J. Roberts, Jr, RIMS-CRMP, ARMe, CPCU - Former Director, Risk Management & Employee Benefits at Ensign-Bickford Industries, Inc

Do you want to move your company’s risk management or enterprise risk management (ERM) program to a new level?   Can elevating your programs to a strategic level help garner acceptance and generate value from risk mitigation or improvement efforts?  In this session we will discuss the benefits of moving to a strategic risk management (SRM) program to help improve your organization’s ability to meet its strategic objectives versus focusing on operational or hazard risk.

Presented by: Brian P. Reilly, CPA - Senior Vice President and Chief Auditor at Travelers


In this session we will discuss the value of analytics to a company from a business and control perspective as well as the importance of building a culture that drives analytics throughout the organization.  We will also discuss how analytics can empower employees and enable them to provide insights into the business and create efficiencies in the day to day operations.

Presented by: Bonnie Stewart - Executive Director, Connecticut Society of CPAs


The 2019 Connecticut General Assembly session was a busy one. Numerous laws were adopted that impact the business community. Learn what changes were made and a little of the inside the Capitol happenings as Stewart shares highlights of legislation impacting the business community.

Presented by: Peter M. Gioia - Economic Advisor to Connecticut Business & Industry Association (CBIA) and Chief Economist at

This session will cover:

* A quick overview of the international and national situation as relates to CT --risk of recession, oil, global hot spots Brexit, China trade

* What's going well for CT and its potential -aerospace, defense, tech, good news from CBIA survey on company performance

* Recent job numbers

* Challenges for CT - overall jobs, finding workers, challenges cited in CBIA survey

* What's really wrong in CT vs. US -- public policy, high costs, bad legislation, outmigration, aging, very negative policy reactions in CBIA survey

* What is CT’s outlook for 2020

Presented by: Michael Bolingbroke, CPA, MSA - Division Director, Robert Half Management Resources


In a growth economy with low unemployment, it is harder and more important than ever to not only have access to top talent, but to retain it as well.  Michael Bolingbroke, CPA, and Division Director with Robert Half will discuss the current state of recruiting for accounting and finance professionals, and review best practices.

Presented by: Kimberly Ellison-Taylor, CPA, CGMA - Executive Director - Finance Thought Leadership at Oracle & Past Chairman, AICPA


Fueled by rapid technological innovation, the world is changing at unprecedented speed – with significant implications for the accounting profession. Cybersecurity, blockchain, artificial intelligence, big data and other technologies all have the potential to transform how we live and work. Kimberly Ellison-Taylor, CPA, CGMA, will provide insight on the forces shaping the future of accounting and the many opportunities for organizations of all sizes to Adapt and Thrive by embracing technology and pushing the boundaries of what’s possible.

Materials Option

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual.  Your eMaterials will be available for download in the “My CPE” area of the website one week before the program date. Please note: program cancellations will not be allowed once you have downloaded your eMaterials from the website. 

Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

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Event Supporters:

Attendance at any CTCPA programs or events constitutes an agreement that any photographs or video taken during the event can be used on the Society's website, social media and in any future online or printed materials for the CT Society of CPAs.