Professional Development and Event Catalog

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.

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.

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

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 8,000 credits 1,200+ live webinars 190+ self-study PDF courses 100+ on-demand webcasts Surgent's exclusive premium courses Pricing: As a member, you pay just $675 - 25% 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 foratm - 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 coursesWebinar -  All webinars Self-Study – All self-study  

Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – more than 250 courses, each from 2-16 credits. As a member, you pay just $389 – 29% off Surgent’s retail price!  Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable PDFs.  With more than 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you. And when you're ready, take the test with instant results and immediate certificate delivery.  Order today and immediately start downloading the course materials you need for the next 12 months. Package includes annual access to: 1,200+ credits 250+ downloadable courses Reference material downloads Instant test results Immediate certificate delivery What’s included? Click here to view the current course list: Surgent's Unlimited Self-Study Package

Surgent's 2024 Unlimited Webinar Package gets you unlimited access to our webinar catalog . With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders, you’ll get the guidance and analysis you need with an unmatched customer experience. As a member, you pay just $525 – 30% off Surgent’s retail price!Why Choose the Unlimited Webinar Package? Get unlimited access to over 1,200 webinars Enjoy 12 month of access, available one year from the date of purchase Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need.  Up to 5,000 credits! Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays You'll earn live CPE credit without exams (certificate delivery within 24 hours) All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching.) Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll receive instructions via email from info@surgent.com. You'll be able to start registering for live webinars right away. What’s included? Click here to view the current course list: https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref= Note: This package does not include premium webinars. 

The Connecticut State Board of Accountancy requires the completion and passage (90% or better) of the "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 accounting is nonnegotiableHonesty, objectivity, and professional conduct are crucial components of the accounting and finance profession. Understand the fundamentals of ethical accounting, including how to: Objectively view and analyze ethical matters Apply the AICPA independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Adhere to the AICPA Code of Professional Conduct and apply the code’s conceptual frameworkAlong with the AICPA Code of Professional Conduct, you’ll learn about: Independence rules from regulators, including the SEC and PCAOB Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insuranceLast but not least, you’ll learn when to apply the appropriate ethics rules when you provide professional tax services. Appropriate ethics rules could entail AICPA Code of Professional Conduct Statements on Standards for Tax Services U.S. Treasury Department’s Circular No. 230; Internal Revenue Code (IRC) provisions applicable to federal tax practice.Please note:  This product is frequently updated and therefore expires one year from date of purchase.

This session will discuss recent audit and accounting standards which impact employee benefit plan audits.  Also, there will be discussion about relevant tools and resources which can be used to assist in identifying and applying recent guidance.

Help Wanted. We're Hiring. The signs are everywhere, but why can't we hire anyone? The presentation will discuss the current labor market, recruitment trends, and human resources strategies to rebuild staffing capacity.

This course will give participants a thorough understanding of the objectives and principles of SAS 145 and aim to give a succinct overview of the key changes introduced by SAS 145 and their implications on their audits.

Join Marcus Aron from the DOL’s Office of the Chief Accountant and Jason Newman for a discussion of the DOL’s audit quality study report – the good, bad, and the ugly.  Learn practical considerations for performing EBP audits and common reporting deficiencies to help your clients be compliant with ERISA. Also learn why some audits of employee benefit plans are deemed deficient and what you can do to help make sure your audits are satisfactory.   This session was recorded at CTCPA's Employee Benefit Plans Conference on May 22, 2024. 

This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years including Statements 99, 100, 101, and 102 as well as a refresher on Statements 94, 96, and 99.  The session also will explain some of the projects on GASB’s current technical agenda and research agenda.

During this session, we will set out to identify key factors that attribute to government fraud. How do the perpetrators go undetected, who is committing these fraudulent acts, and why? We will draw information from multiple resources such as the 2024 ACFE Report to the Nations and national statistics to provide an overview of how and why government fraud occurs. In addition, we will walk you through cases that we’ve personally investigated. We’ll provide our thoughts on the findings and how the fraud could have possibly been prevented.

This session provides a deeper dive into trends such as the growing retirement savings gap, how the aging workforce is transforming employer retirement plans and holistic financial wellness benefits.

SECURE 2.0 brings with it a whole host of interesting (and complex) mandatory and optional provisions.  We will be going through the mandatory provisions that are most relevant to larger plans, as well as those optional provisions that have generated the most interest from Plan Sponsors (such as matching of student loan payments).

Following a dynamic 2023 coupled with a continually evolving legal landscape, plan sponsors and auditors may feel that they are left with more questions than answers. During this session, Robinson+Cole’s Virginia McGarrity will review the most pertinent legal updates of 2023 and will shed light on uncertainties to prepare for in the year ahead. This discussion will cover new regulations and rules taking effect in 2024 and beyond, and recent case law and other legal developments. *NOTE: This session does not include an update on the Secure 2.0 Act.  Please see the session "Job SECURE-ity for Plan Auditors: An Analysis of Secure 2.0 Act"

This session will cover misconceptions regarding specific compliance requirements and other misconceptions regarding what both recipients of federal awards need to do and what auditors are required to do for their Single Audits. This session will also cover what is required to have an accurate and complete Schedule of Expenditures of Federal Awards (SEFA).

Are leases, P3s, and SBITAs really behind us?  The answer is no. Learn about the current implementation issues that may be encountered after the initial implementation of these standards.  In addition, new guidance on the financial reporting model is scheduled to be issued in the Spring. Hear how Statement 103 came to be and how it will impact Connecticut governments.