4:00pm – 5:00pm Board Members’ Meeting (McGovern Hall, First Floor, Dining Room)

3:00 pm – 9:00 pm Registration (McGovern Hall – Lounge)

7:00 am – 8:00 am Breakfast (McGovern Hall – Dining Room)

7:30am – 8am Registration (McGovern Hall – Lounge)

8:00 am – 8:10 am Announcements (Hoffman Auditorium)

8:10 am – 9:50 am General Session:

FASB Update – Richard Gesseck, CPA, J H Cohn, LP

(Hoffman Auditorium)

9:50 am – 10:20 am Break & Exhibits (Bruyette Anthenaeum – Lobby)

10:20 am – 12:00 pm General Session:

Succession Planning – Marie G Kulesza, CPA, St Joseph College

(Hoffman Auditorium)

12:00 pm – 1:10 pm Lunch (McGovern Hall – Dining Room)

1:10 pm – 2:50 pm Breakout Sessions 1:

A. Ethics for CPAs, Dr. Lawrence Gramling, CPA, University of Connecticut

(Mercy Hall – Crystal Room)
Mr. Grambling’s seminar will cover Ethics, required for license renewal in most states.

B. Proven Estate Planning Strategies, Henry C Weatherby, JD, CLU, ChFC, CEBS, Weatherby & Associates, PC

(AV Room – Bruyette Anthenaeum)

Mr. Weathersby’s seminar will focus on tested estate planning techniques to preserve principal, reduce taxes, and maximize control.

C. Elder Care Issues, Linda J. Kidder, JD, Linda J. Kidder Associates, Johanna McCormick, Linda J. Kidder Associates

(Reception Room – 2nd Flr The Bruyette Anthenaeum)
Ms. Kidder’s presentation will center around elder care issues and the effects on families.

2:50 pm – 3:20 pm Break & Exhibits (Bruyette Anthenaeum – Lobby)

3:20 pm – 5:00 pm Breakout Sessions 2

D. Valuing the Small Business, Phillip J DeCaprio, Jr., CPA/ABV/CFF, Cr. FA, CVA, Fazzuoli & D’Agostino, P.C.

(Mercy Hall – Crystal Room)
During this session, we will cover current AICPA and NACVA professional standards for CPAs and CVAs to follow in their business valuation engagements. We will also cover standards of value, valuation approaches and methods, IRS considerations, forensic tools to use when obtaining and analyzing information presented by the small business, and the different types of valuation engagements.

E. More Proven Estate Planning Strategies, Henry C Weatherby, JD, CLU, ChFC, CEBS, Weatherby & Associates, PC

(AV Room – Bruyette Anthenaeum)
Mr. Weathersby’s seminar will focus on tested estate planning techniques to preserve principal, reduce taxes, and maximize control.

F. Elder Care Issues, Linda J. Kidder, JD, Linda J. Kidder Associates

(Reception Room – 2nd Flr The Bruyette Anthenaeum)
Ms. Kidder’s presentation will center around elder care issues and the effects on families.

5:00 pm – 6:00 pm Happy Hour (cash bar) (McGovern Hall – Lounge)

6:00 pm – 7:00 pm Dinner (McGovern Hall – Dining Room)
7:30pm – 9:00pm Entertainment – Chris Lemmon (Hoffman Auditorium)

9:00pm – 10:00pm – Chris Lemmon Reception & Book Signing (Hoffman Auditorium)

Thursday – June 16, 2011

7:00 am – 8:00 am Breakfast (McGovern Hall – Dining Room)

8:00 am – 8:10 am Announcements (Hoffman Auditorium)

8:10 am – 9:50 am General Session:

Business Valuation Issues – John Brough, CPA/ABV/CFF, MST  DiSanto, Priest & Co. and Leah Szlatenyi, CPA/ABV, CVA, MSPFP, MST DiSanto, Priest & Co.

(Hoffman Auditorium)

9:50 am – 10:20 am Break & Exhibits (Bruyette Anthenaeum – Lobby)

10:20 am – 12:00 pm General Session:

Implementing UPMIFA – Legal & Practical Implications – John M. Horak, Attorney At Law, Reid & Reige, PC

(Hoffman Auditorium)

12:00 pm – 1:10 pm Lunch (McGovern Hall – Dining Room)

1:10 pm – 2:50 pm Breakout Sessions 3:

A. Information Technology Update, Dr. Mohd A. Rujoub, PhD, Eastern Connecticut State University

(AV Room – The Bruyette Anthenaeum)

B. Gift Tax , Kelley Galicia Peck, Counsel, Robinson & Cole, LLP

(Mercy Hall – Crystal Room)
Ms. Peck’s seminar will focus on the preparation and filing of gift tax returns, taking in consideration recent changes in the gift tax area.

C. Yellow Book for Beginners – Frank A. Monte, CPA, Kahn, Litwin, Renza & Co., Ltd.

(Reception Room – 2nd Flr The Bruyette Anthenaeum)

2:50 pm – 3:20 pm Break & Exhibits (Bruyette Anthenaeum – Lobby)

3:20 pm – 5:00 pm Breakout Sessions 4:

D. S Corporations/Partnerships/Flow-Through Entities, John Evanvich, CPA, J H Cohn, LP

(AV Room – The Bruyette Anthenaeum)

E. What’s Up With the Economy?, Joseph Massaro, CFP, CFS, Money Concepts

(Mercy Hall – Crystal Room)

F. Yellow Book (Continued) – Frank A. Monte, CPA, Kahn, Litwin, Renza & Co., Ltd.

(Reception Room – 2nd Flr The Bruyette Anthenaeum)

5:30 pm – 6:30 pm Happy Hour (cash bar) (McGovern Hall – Lounge)

6:30 pm – 7:30 pm Lobster Bake (McGovern Hall – Dining Room)

8:00 pm – 11:00 pm Live Music from “Nobody’s Business” (McGovern Hall – Lounge)

7:00 am – 8:00 am Breakfast (McGovern Hall – Dining Room)

8:00 am – 8:10 am Announcements (Hoffman Auditorium)

8:10 am – 9:50 am General Session:

New England Peer Review, Leo Moretti, CPA, YKMS Ltd.

(Hoffman Auditorium)

9:50 am – 10:20 am Break & Exhibits (Bruyette Anthenaeum – Lobby)

10:20 am – 12:00 pm General Session:

Accounting & Auditing Update, Leo R. Moretti, CPA, YKMS Ltd.

(Hoffman Auditorium)

12:00 noon Box Lunch (Turkey or Vegetarian Sandwich)
(McGovern Hall – Dining Room)