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 will be sent one week prior to the meeting date.This will be a virtual meeting via Zoom meetings.

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The Employee Benefit Plans Group 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.

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Meet together with the CFA Society of Hartford for Dinner, Networking, and a Panel Discussion Panel Moderator | Benjamin M. Lavine, CFA, CAIA, RICP, Chief Investment Strategist, Freedom Advisors. Panelist | Richard J. Polsinello, Jr., CIMA, Senior Market Strategist, Franklin Templeton InstitutePanelist | Reed Lloyd, CRC, CRPS, Assistant Vice President, Pacific Life Insurance CompanyPanelist | Brenden Healy, CPA, Partner-in-Charge, Tax,WhittleseyCOST | Includes Dinner (Salad, Entrée, Sides, and Dessert)CFA Society Hartford & CTCPA Members | Guest | Candidates & StudentsCurrent CFA Society Hartford & CTCPA members and their guest attend for $35.00.Non-Members $55.00SCHEDULE5:30PM | Networking6:30 PM | Dinner6:45 PM | Panel DiscussionDINNER ENTRÉE choicesFilet Mignon 10 ozSeared Citrus Glazed Salmon with Marcona Almonds and Brown ButterDry Aged Bone-In Strip 18 ozRoasted Chicken Breast with Mushrooms and Parmesan RisottoVegan/Dairy-Free/Vegetarian OptionACCOMPANIMENTS FOR THE TABLESam’s Mashed Potatoes & Grilled Asparagus with Lemon MostoDESSERTFlourless Chocolate Espresso Cake

The CTCPA State Taxation Group is the community for navigating the political, regulatory, legislative, and judicial details of Connecticut tax compliance. Members build relationships with other CPAs, the DRS Commissioner, and senior DRS staff at annual dinner meetings and other events.

Join us for this opportunity to gather with CTCPA Executive Director and CEO Bonnie Stewart to discuss issues affecting the profession. You must register to attend and receive CPE.

This session explores how emerging technologies are revolutionizing the accounting profession—empowering teams to move beyond manual processes and into a future of automation, analytics, and agility. Attendees will gain insights into:• Automation in Action: Discover how Robotic Process Automation (RPA) and purpose-built tools are eliminating repetitive tasks and accelerating the financial close process• Smarter Decision-Making: Learn how business analytics and management reporting tools are enabling data-driven strategies and real-time insights• Collaboration Reimagined: See how platforms like Microsoft Teams are transforming communication and workflow efficiency across accounting teams• AI on the Horizon: Understand the opportunities and challenges of integrating artificial intelligence into financial operations—and what to consider before diving in• Overcoming Resistance: Explore strategies for navigating cultural and operational barriers to tech adoptionWhether you're leading a finance team or advising clients, this session will equip you with practical tools and forward-thinking strategies to embrace the digital transformation of accounting.

Everyone's talking about the new hot spot in town, Casadoro in Newington. So why not head there for our next Hartford County ABC (Attorneys, Bankers, and CPAs) Event, a premier evening of networking, camaraderie, and making connections across these three vital professions?Registration includes appetizers, passed hors d’oeuvres, and one beer/wine ticket. Bring your business cards, digital contact card, or a QR code to your LinkedIn profile!Thank you to our fantastic co-hosts, Cummings & Lockwood and ChelseaGroton Bank! Get ready to meet and greet ...  Bring your team for a discounted rate.Purchase a discounted package of 5 tickets for $180 (one ticket free) – Please contact Kendalynn Morales at kendalynnm@ctcpas.org or 860-258-0219.  

This is the special conference planning meeting of the Federal Tax Group. The Federal Tax Group welcomes those with an interest no matter your career stage or level of expertise. This meeting will be virtual and you can access the link to the meeting in your online CTCPA account under My Upcoming Events. Pre-registration is required.

Please join us for our next Not-for-Profit Interest Group meeting.  Attendees include those who work in the not-for-profit field and those who have not-for-profit clients.  We welcome those with an interest no matter career stage or expertise.  A detailed agenda will be sent out prior to the meeting date. This meeting will be an online meeting via Zoom.

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Interview Day 2025 will be held virtually on Friday, September 26, 2025!Interview Day connects you with a hand-selected group of Connecticut's best and brightest accounting majors. You'll have the opportunity to interview up to 10 students in one day at this unique event, held virtually using Zoom breakout rooms.Registration includes Zoom breakout room for up to 10 interview slots and access to resumes and contact information for all student participants. Student information and documents will be provided to companies and firms on Wednesday, September 10, 2025, and interview selections are due back to CTCPA on Monday, September 15 by 12:00 p.m. Final interview schedules will be provided on Monday, September 22, 2025.

Warm up your pitching arm and get ready for a  laugh or two.  Our New & Young Professionals are throwing the ultimate Cornhole Challenge – where the bags are flying, cocktails flowing, and winners "all knowing," because just when you think you've perfected your throws, we’re tossing in some “corny” trivia to keep you on your toes! Grab your best partner, and join us for a night of good ole' corny fun for everyone! Free drink ticket for all players/spectators.  Prizes for the 1st, 2nd and 3rd place Cornhole winners. Please note:  If you will be playing with a predetermined teammate, register for your team of 2 for $40.  If you would like to play, but do not have a teammate, register for yourself for $25 (as the event date approaches, we will team you up with another single player.) If you would like to attend as a spectator and do not plan to play Cornhole but would like to participate in the trivia portion, register as a spectator for $20. Please email April aprild@ctcpas.org with teammates' name so a roster can be created before the event.. Location: TBD DEADLINE FOR REGISTRATION IS OCTOBER 18th.

Please join us for our next Not-for-Profit Interest Group meeting.  Attendees include those who work in the not-for-profit field and those who have not-for-profit clients.  We welcome those with an interest no matter career stage or expertise.  A detailed agenda will be sent out prior to the meeting date. This meeting will be an online meeting via Zoom.

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This month's the topic is open for suggestions!  As we go through the planning stages for the 2025-2026 Tech Connect topics, we'd love to hear your ideas for November. Send your suggestions to Cindy Panioto at Cindyp@ctcpas.org. 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 Group.

Kenneth Heaslip, Chairman of the Accounting & Auditing Group, invites you to join us for the regular meeting of the A&A Group.  We welcome those with an interest no matter your career stage or level of expertise. This meeting will be virtual and you can access the link to the meeting in your online CTCPA account under My Upcoming Events. Pre-registration is required.

The Employee Benefit Plans Group 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 an in-person meeting at CTCPA's new offices.

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The Employee Benefit Plans Group 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 an online meeting via Zoom.

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We’re excited to introduce our first annual Member Appreciation Day! At CTCPA, our members are the heart of everything we do. Your dedication to the profession inspires us every day, and we want to show our appreciation in a meaningful way. Join us for Member Appreciation Day, a virtual event designed to say thank you with six hours of free CPE on today’s most relevant topics. No travel required—just log in from wherever you are and gain valuable insights to support your professional growth no matter where you are in your career journey. We know your time is valuable, and so is your membership. That’s why we’re committed to bringing you real benefits that make a difference in your career. This day is all about learning, growing, and celebrating YOU—our valued member. Don’t miss this opportunity to invest in yourself and your profession from the comfort of your home or office. Register now and let us show our appreciation!

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 will be sent one week prior to the meeting date.This will be a virtual meeting via Zoom meetings.

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Time to talk post tax season. We'll have Tax Talk: Reflecting on the Good, Bad, & Ugly of this tax season. Let’s discuss what worked, what didn’t, and future improvements. This is an annual favorite! 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 Group.