Professional Development and Event Catalog

Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance and Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results and implications for the business.

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This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.  

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Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.

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Premier Members have exclusive access to inside scoop from CTCPA Executive Director Bonnie Stewart! Pour yourself a cup of coffee and fire up your computer to connect with Bonnie and hear what's happening in the profession and at the CTCPA. These meetings are exclusively for CTCPA Premier Members. Become a Premier Member today!

Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.

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Government accounting professionals face unique challenges—transparency requirements, budget constraints, legacy systems, and public scrutiny that demands both accuracy and efficiency. This specialized conference brings you a full day of technology updates specifically relevant to those working in local, state, county, and federal agencies. From AI tools that work within government frameworks to modern data analytics for grant tracking and fund accounting, we're covering the technology that helps you serve your constituents better while navigating the complexities of public sector operations.You'll discover practical ways to modernize government workflows, improve interdepartmental collaboration, strengthen security protocols, and make data-driven decisions with limited resources. Whether you're dealing with aging infrastructure, looking to justify tech investments to oversight committees, or trying to do more with less, this conference gives you the tools and strategies to bring your agency's operations into 2026 and position yourself for what's coming next.

We’re bringing our members and families an unforgettable night at the ballpark as the New York Yankees face off against the Boston Red Sox - one of baseball’s greatest rivalries. Enjoy prime seats along the third-base line and soak in the energy of Yankee Stadium during a late-summer showdown. This is a rare, discounted opportunity and our first time offering a Yankees ticket experience - don’t miss your chance to be part of it.  Limited seats available, so don't wait - reserve now. This event is a collaboration of the American Institute of Architects CT - Emerging Professionals, CT Bar Association Young Lawyer Section and the CT Society of CPAs New & Young Professionals

Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.

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In 2026, automation isn't just about working faster—it's about building a practice that can scale, adapt, and compete in an increasingly technology-driven profession. This intensive one-day conference focuses squarely on how accounting professionals can implement practical automation solutions that genuinely transform daily workflows. We'll examine integration platform as a service (iPaaS) tools, showing you how these systems actually work under the hood and how to configure them for your specific needs. You'll see how AI fits into the automation puzzle (though this isn't an AI conference per se—it's about making your entire technology ecosystem work smarter). And we'll dig into the tools you already own, like Power Query in Excel, that might be sitting underutilized while you're manually manipulating data.If you're ready to stop spending hours on repetitive tasks and start building workflows that run themselves, this conference will give you the blueprint. We're talking about real efficiency gains—connecting systems that currently don't talk to each other, transforming how data moves through your organization, and freeing up your team to focus on analysis and advisory work instead of data entry. Whether you're running a small practice or managing technology for a larger firm, you'll walk away with specific strategies for implementing automation that actually sticks. Mark your calendar and get ready to build a future-ready business.

Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.

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Survey says... You'll have a blast at our version of the classic game show! "FIRM"ly Feud is a fast-paced, survey-based showdown where accounting, law, and architecture firms compete head-to-head with peer firms to see who knows their profession best. The best part - no calculators, briefs, or T-squares needed! Teams consist of up to 4 players.  $20/team.  Make it fun and come up with a team name that incorporates your profession! Contact aprild@ctcpas.org if you have any questions.

Premier Members have exclusive access to inside scoop from CTCPA Executive Director Bonnie Stewart! Pour yourself a cup of coffee and fire up your computer to connect with Bonnie and hear what's happening in the profession and at the CTCPA. These meetings are exclusively for CTCPA Premier Members. Become a Premier Member today!

Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.

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Excel remains the most critical tool in any accounting professional's arsenal—but the platform keeps evolving, and most practitioners aren't tapping into even half of what's now possible. This specialized conference cuts through the noise to focus exclusively on Microsoft Excel's latest capabilities that matter most to your daily workflow. From dynamic arrays and LAMBDA functions to Power Query automation and modern data manipulation tools, you'll discover features that can genuinely transform how you work. These aren't theoretical exercises—they're real-world techniques you can implement immediately to handle larger datasets, reduce errors, and reclaim hours every week.Whether you're still relying on methods from five years ago or you're already pushing Excel's boundaries, these sessions will equip you with practical skills that make an immediate difference. With two opportunities to attend in 2026, you can choose the timing that works best or revisit the material as Excel continues its rapid evolution. Don't let your Excel knowledge stagnate while the platform races ahead.

Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.

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Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We're talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn't require a computer science degree, client portals that actually get used, and firm management tools built for how you work today.Whether you're looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don't head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.

Ever feel like you're winging it in Board or Committee meetings?  Do you know when to make a motion, or second a motion?  Do you review and approve last months' meeting minutes before or after the financials have been approved? If you answered "I don't know" for any of these, this event may be for you. By the end of the event you'll confidently pick up that gavel and run a successful meeting. This event is not just for emerging leaders, but anyone who runs a formal meeting. A collaboration of the American Institute of Architects CT - Emerging Professionals, CT Bar Association Young Lawyer Section and the CT Society of CPAs New & Young Professionals Contact aprild@ctcpas.org if you have any questions.

The Connecticut State Board of Accountancy requires the completion and passage (90% or better) of "Professional Ethics: The AICPA's Comprehensive Course" for certification. $ave more than 10% off the AICPA's retail price when you purchase through CTCPA! Ethical principles and independence requirements to uphold honesty, objectivity, and professional conduct are examined for account and finance professionals earning or maintaining their CPA license. Ethical Accounting is a MUSTUnderstanding and applying ethical principles and independence requirements is every accounting and finance professional’s responsibility. You'll learn the fundamentals of ethical accounting to help you adhere to professional ethics standards. Essential ethics topics include: Viewing and analyzing ethical matters Adhering to the AICPA Code of Professional Conduct Applying the code’s conceptual framework Evaluating conflicts of interest and maintaining confidentiality Maintaining Your IndependenceIndependence rules play a key role in professional ethics as well. Vital topics you'll explore are:  The AICPA independence rules Independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Independence rules from regulators, including the SEC and PCAOB Other Ethics ConsiderationsMore topics in professional ethics you'll cover include: Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance Rule interpretations related to gifts and entertainment Ethics rules related to professional tax services  Real-World ScenariosCase studies and realistic examples will enhance your comprehension and enable you to practice what you've learned.  Please note:  This product is frequently updated and therefore expires one year from date of purchase.

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Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format - plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start using your package today. Package includes 12 months of access to: More than 10,000 credits to choose from 8,500+ live webinars 1,000+ self-study PDF courses 1,3000+ on-demand webcasts Surgent's exclusive premium courses Pricing: As a member, you pay just $625 - almost 30% off Surgent's retail price! Why Choose the Unlimited Plus Package? Get the best value CPE package on the market.  For one low price, enjoy 12 months of access to every Surgent CPE course in every online foramat - plus unlimited CPE credits!  This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour. Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase. What is included in the package? Show all - All CPE coursesWebinars -  All webinars Self-Study – All self-study  

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