Professional Development and Event Catalog

The Governmental Accounting and Auditing Committee meets to discuss developments, new regulations, and compliance issues in the field of governmental accounting and auditing. Group members include both public sector finance professionals and those who serve them in public accounting. Members also plan the annual CTCPA Governmental Accounting and Auditing Conference held every spring.  Agenda coming soon!This will be a virtual meeting via Zoom meetings.

The Employee Benefit Plans Committee monitors developments in the employee benefit plans arena. Friendly, interactive meetings include roundtable discussion of changes affecting plans, auditors, and employers. The group features diversified professionals e.g., auditors, actuaries, third party administrators, and attorneys, engaged in the EBP area. Outreach to the broader membership includes an annual networking social and sponsoring of an annual Employee Benefit Plans Conference. Agenda topics will be provided prior to the meeting.  This will be a virtual meeting via Zoom meetings.

All small firm owners, partners, and principals are invited to join us for our virtual Small Firm Roundtable meetings on the last Wednesday of January, April, July, and October. CTCPA Executive Director and CEO Bonnie Stewart will lead open discussion on topics of importance to small firms.

This session will cover  the trends and topics in the cryptoasset marketplace that CPAs should be aware of going forward. Topics to be discussed include the implications of spot bitcoin ETFs, IRS changes (both sections 6045 and 6050I), and the effect of the FASB standard on crypto accounting practices. Other topics that will be discussed include a market update and overview of the cryptoasset market, how CPAs should address crypto topics with colleagues and clients, and how cryptoasset adoption will change the internal control conversation. Resources will be provided where attendees can learn more.

Joseph Reeves, CPA, CEO and Founder of Universal CPA Review, will present an update on the new CPA Exam and talk about ways to successfully navigate your way to passing.  Joey worked in public accounting until founding Universal CPA.  Universal is the only CPA review course that is designed for visual learners. Universal CPA Review offers a unique and refreshing approach to studying for the CPA exam. Register now, this will be a very popular event!

Keep in mind, this is an open forum - we never limit discussion to just one topic so if you have other technology questions bring them to the table. Please note, pre-registration is required. To access the meeting, use your online account, go to MY CTCPA, My Professional Development, My Upcoming Courses.  Bring your coffee, your ideas to share, and join us for what is always a lively discussion! We've got experts on board who can help you with cybersecurity, client portals, accounting software, and more. TechConneCT attendance is free and open only to CTCPA members in good standing. No CPE will be given but you get free answers and valuable guidance. Hosted by the CTCPA Technology Committee.

Financial Institutions Committee Meeting, all are welcome!

Join us as we return to an in-person Annual Meeting! Everyone’s talking about filling the CPA pipeline – including the Center for Audit Quality (CAQ). We’ll be joined by Liz Barentzen, the Vice President, Operations and Talent Initiatives at CAQ to learn more about their efforts.Recent CAQ research reveals that reaching students before they get to college is critical, with 66% of accounting majors reporting they had decided to major in accounting before they arrived on a college campus. The CAQ, through its Bold Ambition and Accounting+ initiatives, has partnered with a number of organizations to help reach younger audiences via a scalable digital platform implemented in more than 3,000 high schools in the 2023-2024 school year alone, with impressive results. Schedule of Events5:30 p.m. - Check-in and light refreshments6:00 p.m. - Business meeting (featuring election and installation of the 2024-25 Board of Directors and Advisory Council members) and keynote speaker Liz Barentzen7:30 p.m. - Networking with hot hors d'oeuvres, wine, and beer (cash bar available) Support Your Professional Organization: Become a Sponsor! Gold Firm/Company Sponsorship: $1,250Silver Firm/Company Sponsorship: $750 To learn more or reserve your sponsorship, download a sponsorship form or contact Cindy Panioto • cindyp@ctcpas.org • 860-258-0213

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession.

In this session participants will learn how Artificial Intelligence like ChatGPT can revolutionize traditional accounting tasks, enhance data analysis, and foster strategic decision-making.  Through interactive demonstrations attendees will discover practical ways to leverage ChatGPT for improved efficiency, accuracy, and innovative problem-solving in accounting practices.

Successful and professionally managed companies recognize that proactive risk management and control of their insurance programs can contribute significantly to the bottom line.  Property and Casualty insurance can be in the top five operational costs impacting a company’s results. In the standard “Guaranteed Cost” market, companies must navigate an insurance industry characterized by volatile hard and soft market cycles, changes in “appetite” or risk tolerance for certain types of businesses, and the impact of catastrophic events and social inflation costs to the industry. In many cases, the premiums the insured is being charged rarely reflects the true claims experience of safety driven companies. Thus, the best performers are left subsidizing the lesser performers in their industry and the marketplace.Group Captives offer sophisticated insurance consumers in the Middle Market size and above to the means to leave the unpredictability of the Guaranteed Cost market behind and take advantage of modern risk transfer insurance arrangements. Captives provide greater control over current costs and improve safety and risk management. It is equally important to note that unlike the Guaranteed Cost market, good experience can be rewarded with returns of unused premiums and enhanced by investment income.In this discussion, we will review how insureds can explore other options for transferring insurable risks such as General Liability, Auto Liability and Workers Compensation using member-owned group captives. The program provides an overview of the member-owned group captive model, review of the benefits to insureds, and member case studies highlighting their experience in this setting.

This is the must-attend event in 2024 for those who promote and value Diversity, Equity, and Inclusion (DEI) efforts in the workforce! Join us for an amazing evening at The Hartford Club to take a deep dive into DEI and the celebration of its importance to the accounting profession and every industry in Connecticut. The evening will begin at 5:00 p.m. with networking, cocktails, and a buffet.  Beginning at 6:00 p.m., Sandra Quince, CEO of Paradigm for Parity (P4P), will lead us through an exciting evening of panel discussions, table top exercises, and a closing discussion of DEI's position in the workplace.  You can register as an individual, purchase a table of 10 for your company, or join other top institutions in Connecticut and become a sponsor. To purchase a table of 10 or to become a sponsor, please fill out the Celebrating Diversity sponsorship form and return it to Cindy Panioto at cindyp@ctcpas.org.  Keynote speaker and evening facilitator Sandra Quince is the CEO responsible for leading all elements of P4P’s strategic plan, financial, programmatic, and operational performance of the organization. She works with the coalition’s co-chairs and Board of Directors to oversee and execute the organization’s strategic vision and growth plan.  Prior to this role, Sandra was the Diversity & Inclusion Executive supporting the CEO and Chief Diversity Officer in delivering the global D&I strategy. Sandra’s work focused on growing diverse representation of the workforce, promoting an inclusive workplace where all employees can achieve their goals and meet the needs of customers. Sandra was also the head of D&I for the bank’s Global Human Resources, an organization of over 2500 employees.  

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession.

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession.

All small firm owners, partners, and principals are invited to join us for our virtual Small Firm Roundtable meetings on the last Wednesday of January, April, July, and October. CTCPA Executive Director and CEO Bonnie Stewart will lead open discussion on topics of importance to small firms.

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession.

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession.

The Governmental Accounting and Auditing Committee meets to discuss developments, new regulations, and compliance issues in the field of governmental accounting and auditing. Group members include both public sector finance professionals and those who serve them in public accounting. Members also plan the annual CTCPA Governmental Accounting and Auditing Conference held every spring.  Agenda topics for this meeting will be sent prior to the meeting. This will be a virtual meeting via Zoom meetings.

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession.