Professional Development and Event Catalog

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The circled number on the tabs below indicate the number of programs that match your search in each medium. Click on the tabs to find the perfect program! Prefer a PDF?  Download the Spring/Summer Professional Development Catalog. 

Showing 23 Member Meetings Results

CTCPA CONNection Meeting: Spring 2022 Estate and Gift Tax Update

Thursday, June 30th, 8:30am - 10:30am

Easton

2.00 Credits

A discussion of the numerous proposed changes to the estate and gift tax system included in the Biden Administration’s Fiscal Year 2023 Revenue Proposals released March 2022. This discussion will allow you to identify potential estate and gift tax issues for your clients related to the proposals and advise clients on the proposed changes.  Topics to include proposed tax increases on accumulated wealth, repeal of the “step up in basis” rule, changes to Grantor Retained Annuity Trusts (GRATs), Grantor Trust rules and more.

Federal Tax Committee Meeting

Thursday, July 14th, 8:30am - 9:30am

Online

0.00 Credits

Michael Welch, Chairman of the Federal Tax Committee, invites you to join us for the regular meeting of the Federal Tax Committee.  We welcome those with an interest no matter your career stage or level of expertise. This meeting will be virtual and access instructions will be sent the day before the meeting. Please pre-register.

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TechConneCT

Thursday, July 21st, 8:00am - 9:30am

Online

0.00 Credits

Please note, pre-registration is required. Access instructions for Zoom will be sent the day before the call. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! 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. 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.

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TechConneCT: Password Management

Thursday, July 21st, 8:00am - 9:30am

Online

0.00 Credits

Please note, pre-registration is required. Access instructions for Zoom will be sent the day before the call. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! 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. 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.

ESG Committee Meeting

Thursday, July 28th, 8:30am - 10:30am

Online

0.00 Credits

Tim Hedley, Chairman of the ESG committee, invites you to join us for the July meeting of the Committee.   We welcome those with an interest no matter your career stage or level of expertise. This meeting will be virtual and access instructions will be sent the day before the meeting. Please pre-register.

Professional Headshots - Free to CTCPA Members

Thursday, July 28th, 9:00am - 1:00pm

Rocky Hill

0.00 Credits

Professional headshots are expensive; going to a portrait studio will run you upwards of $200. Luckily, CTCPA members can get theirs taken free of charge as a member benefit! On the last Thursday of the months of May, July, and September CTCPA staff will have the portrait studio set up in the office. Drop in to the CTCPA Education Center anytime between 9:00 a.m. to 1:00 p.m. for your photo shoot! You'll receive an edited, high-resolution image (or a few!) by email within a few days that's yours to use on your website, social media, or however you see fit.  

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TechConneCT

Thursday, August 18th, 8:00am - 9:30am

Online

0.00 Credits

Please note, pre-registration is required. Access instructions for Zoom will be sent the day before the call. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! 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. 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.

Accounting Scholarship Foundation Golf Tournament: Single Player Registration

Monday, August 29th, 12:00pm - 7:30pm

Oxford

0.00 Credits

Join us at The Golf Club at Oxford Greens on Monday, August 29 for the Accounting Scholarship Foundation Golf Tournament! 10:30 a.m. Registration10:30 a.m. to 12:00 Lunch on the patio (featuring a make-your-own sliders buffet)12:00 p.m. Shotgun Start5:00 p.m. Cocktail hour with full raw bar and cheese and cracker platters6:00 p.m. Dinner, Awards, Raffles We have many sponsorship opportunities available, which include a foursome to get you networking while you enjoy the course. Contact Liz Frazza at 860-258-0220 or lizf@ctcpas.org for more information or to purchase a sponsorship.Still available: • Cocktail Hour Sponsor • Lunch Sponsor • Driving Range Sponsor• Putting Green • Gold Sponsor • Tee or Green Sponsor (Golf registrations not included)

Dinner and Awards ONLY Following the Accounting Scholarship Foundation Golf Tournament

Monday, August 29th, 5:00pm - 6:30pm

Oxford

0.00 Credits

Not a golfer? That doesn't mean you can't support a great cause and enjoy a night out with your peers at the beautiful Golf Club at Oxford Greens! Join for cocktails (including a raw bar) and a delicious steak and lobster dinner after the players come back from golfing. Try your luck in one of our fantastic raffles while we raise money for scholarships to support tomorrow's accounting professionals - today.

Accounting Scholarship Foundation Golf Tournament: Gold Sponsor (Foursome)

Monday, August 29th,

Oxford

0.00 Credits

A gold sponsorship includes one foursome for golf, recognition on the on the CTCPA website, in the tournament program and Connecticut CPA magazine, and recognition at the awards reception. In addition, your logo on will be on your choice of a tee or green sign on the course. (Great photo op for the office!) 10:30 a.m. Registration10:30 a.m. to 12:00 Lunch on the patio (featuring a make-your-own sliders buffet)12:00 p.m. Shotgun Start5:00 p.m. Cocktail hour with full raw bar and cheese and cracker platters6:00 p.m. Dinner, Awards, Raffles Questions? Contact Liz Frazza at 860-258-0220 or lizf@ctcpas.org for more information or to purchase a sponsorship.

Employee Benefit Plans Committee Meeting (Virtual)

Wednesday, August 31st, 8:30am - 9:30am

Online

0.00 Credits

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.

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TechConneCT

Thursday, September 15th, 8:00am - 9:30am

Online

0.00 Credits

Please note, pre-registration is required. Access instructions for Zoom will be sent the day before the call. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! 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. 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.

Finance Professional in Industry: Employment Law Update 2022

Wednesday, September 21st, 9:00am - 11:00am

Rocky Hill

2.00 Credits

Our presenter, Attorney Patrick J. McHale, a partner in the Hartford-based employment law firm of Kainen, Escalera & McHale, will discuss employment law-related developments from the most recent session of the Connecticut Legislature, including the Captive Audience legislation that is now awaiting final approval from Governor Lamont.In addition, Attorney McHale will discuss the new paid leave benefits available through the new governmental agency referred to as the Connecticut Paid Leave Authority and how those paid benefits interrelate with the Federal and Connecticut Family and Medical Leave Acts, which provide job-protected unpaid leave rights to employees.

Professional Headshots - Free to CTCPA Members

Thursday, September 29th, 9:00am - 1:00pm

Rocky Hill

0.00 Credits

Professional headshots are expensive; going to a portrait studio will run you upwards of $200. Luckily, CTCPA members can get theirs taken free of charge as a member benefit! On the last Thursday of the months of May, July, and September CTCPA staff will have the portrait studio set up in the office. Drop in to the CTCPA Education Center anytime between 9:00 a.m. to 1:00 p.m. for your photo shoot! You'll receive an edited, high-resolution image (or a few!) by email within a few days that's yours to use on your website, social media, or however you see fit.  

CTCPA Interview Day

Friday, September 30th, 8:00am - 5:00pm

Online

0.00 Credits

Interview Day 2022 will be held on Friday, September 30, 2022 - virtually!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 14, 2022, and interview selections are due back to CTCPA on Monday, September 19 by 12:00 p.m. Interview schedules will be provided on Monday, September 26, 2022.

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Finance Professionals in Industry: Data Analytics and the Future of the Accounting Finance Role

Wednesday, October 12th, 12:00pm - 2:00pm

Online

2.00 Credits

Digital transformation continues to be top concern for CFO’s.  This session will discuss how data, analytics, and emerging technology are changing the finance function.  We will discuss: • How automation can help finance leaders spend more time on value added activities • How finance departments can lead in data management• How analytics can improve decision-making• How emerging technologies, like AI and Blockchain, are changing the future of finance.

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TechConneCT

Thursday, October 20th, 8:00am - 9:30am

Online

0.00 Credits

Please note, pre-registration is required. Access instructions for Zoom will be sent the day before the call. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! 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. 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.

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Finance Professionals in Industry: Crypto Updates, Topics & Trends for Accounting Professionals

Wednesday, November 16th, 8:00am - 9:00am

Online

1.00 Credits

This session will break down and analyze just what exactly is going on in the blockchain and cryptoasset sector, and will provide attendees with much needed actionable business information. Kicking off this session will be a market update and recap of major headlines driving the decision making in the space. Following this there will be a discussion of what newer iterations of cryptoassets - from bitcoin to non-fungible tokens (NFTs) mean for accounting, audit, and tax practitioners. Lastly there will be a look ahead for what trends will shape the end of the year, and the beginning of next year. Time will allotted at the end for Q&A, and resources for more information will be provided.

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TechConneCT

Thursday, November 17th, 8:00am - 9:30am

Online

0.00 Credits

Please note, pre-registration is required. Access instructions for Zoom will be sent the day before the call. Bring your coffee, your ideas to share, and join us for what is always a lively discussion! 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. 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.

Employee Benefit Plans Committee Meeting and Networking Social

Thursday, December 8th, 3:00pm - 6:00pm

Rocky Hill

0.00 Credits

Join your peers at this open event! All CTCPA members are invited to attend. Beverages and light hors d'oeuvres will be served. 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. Meeting will be held from 3:00 - 4:00 and adjourn to a networking social from 4:00 - 6:00.  Agenda topics will be provided prior to the meeting.