Not-for-Profit
Organizations
Conference
June 27, 2017
Aqua Turf Club, Plantsville
Express Code: NFP
For details and to register, go to:
www.ctcpas.org/cpe.
Connecticut Society of CPAs Educational Conference Series
Connecticut Society of CPAs
716 Brook Street, Suite 100
Rocky Hill, CT 06067
Sessions at a glance
8:10-8:15
10:45-11:45
8:15-9:25
General Session 1:
•FASB Update: What’s New and
Shipman & Goodwin, LLP
Jeffrey Mechanick, CPA, Assistant Director
FASB
9:30-10:30
Session A
•COSO Framework
General Session 2:
•The New Not-for-Profit Financial
Reporting Panel Presentation
Before and After
Session C
•DSS/Medicaid Audits
Joan W. Feldman, Partner
Welcome, Opening Remarks
What’s Coming Down the Pike?
1:15-2:15
2:15-2:35 Break
10:45-11:45
Session D
•Connecticut Not-for-Profit
2:35-3:35
Mergers and Acquisition
A
dam C. Rose, Attorney
General Session 3:
•Not-for-Profit Tax Update
Michael J. Tucker, CPA, MBA, J.D.,
Edward B. Spinella, Attorney
Reid & Riege, P.C.
3:35-4:35
LL.M., Ph.D.
T.M. Byxbee Company, P.C.
Reid & Riege, P.C.
Marcia L. Marien, CPA, Partner
PKF O’Connor Davies LLP
General Session 4:
•Weathering the Perfect Storm of
11:45-12:40 Luncheon
9:30-10:30
Session B
•Employment Law Update for
Not-for-Profits
Holly L. Cini, Attorney
Jackson Lewis, LLP
Internal and External Threats
12:40-1:10
Heather Bearfield, CISA, CISM, CRISC,
Post-Luncheon:
•Legislative and Professional
Update
Bonnie Stewart, Executive Director
Principal IT Risk and Assurance
Marcum LLP
Megan Budd, CPA, Senior Manager
Marcum LLP
Connecticut Society of CPAs
10:30-10:45 Break
✁
Not-For-Profit Organizations Conference
Registration Form
Connecticut Society of Certified Public Accountants
716 Brook Street, Suite 100, Rocky Hill, CT 06067
860-258-4800 • CPE Fax: 860-571-6830
Check one:
June 27, 2017 • Express Code: NFP
Aqua Turf Club, Plantsville, CT
❏ CTCPA Member #_________ (Member Fee) ❏ Member of ________ State CPA Society (Member Fee) ❏ Nonmember (Nonmember Fee)
Name__________________________________________________________________ Phone_____________________________________________________
Email*_________________________________________________________________ *Confirmations are emailed. Please include a valid email address.
Firm___________________________________________________________________ Dietary Requirements/Special Needs____________________________
Address________________________________________________________________ _________________________________________________________
City/State/Zip____________________________________________________________ _________________________________________________________
Choose two breakout sessions: A or B
Registration Fees
C or D
Note: Course fee includes electronic materials (eMaterials). Printed books are sold separately. You will receive
a link to download your materials one week before the course date. Program cancellations will not be allowed
once the link to your eMaterials has been sent.
Standard Fees
$295 Member
$420 Nonmember
Early Bird Fees*
$260 Member
$385 Nonmember
*Early Bird fee good through 6/12/2017.
Enclosed $ ________ (Registrations received with full payment on or before June 12, 2017 qualify for the early bird discount.)
❒ eMaterials (Included in registration fee.) ❒ Printed Book (Add $20 to registration fee.)
Payment:
❏ Check to CTCPA ❏ Visa, MasterCard, or AmEx
Card Number__________________________________________________ Exp. Date______________ CVV Code__________________
Cardholder’s Name______________________________________________ Cardholder’s Signature_________________________________________________
Register online!
It’s quick.
It’s easy.
www.ctcpas.org.