Meeting Program Schedules

2017 - 2018 Program Calendar

August 29, 2017 w/APICS @ Alvarium Beer Co.

Networking and Professional Development Event

Beth Shluger – CEO/President,

Hartford Marathon Foundation

“HMF is More Than a Marathon


September 19, 2016 @ Chuck's

Jeffrey Stein, CFP – Co-Founder,

Argentum Financial Partners

“The Big Deal about being a Fiduciary:

A Discussion of Best Practices”


October 17, 2017 @ CCSU

Stephen Pedneault, CPA, CFF, FCPA, CFE –

Principal, Forensic Accounting Services, LLC

“Fraud in the Business Environment”


November 14, 2017 @ University of St. Joseph's

John Turgeon, CPA, HCS –

Partner, CohnReznick LLP

“Dealing with the Challenges of Leadership”


December 19, 2017 @ Chowder Pot

Tony Switajewski, CPA – BlumShapiro & Co.

“Understanding Nexus &

“Your Out-of-State Tax Obligations”


January 16, 2018 @ Indian Hill Country Club

Mitz Carr – Principal, Blueprint Benefit Advisors

“Healthcare: What's New, What's Not

And How Much Will It Cost?”


February 20, 2018 @ Chuck's

Connecticut Trust for Historic Preservation

“The Value of Preserving History”


March 20, 2018 w/APICS @ Indian Hill Country Club

Catherine Smith – Commissioner, CT DECD 

& Keri Lamontagne, Regional Apprenticeship

Representative, CT DOL:

“Focus on Growth: Incentives for CT Businesses”


April 17, 2018 Joint CT IMA @ Hawk's Landing Country Club

Jay Handel, CPA – VP Finance,

Jacobs Vehicle Systems

“Journey to the One Day Close”

May 15, 2018 @ Chowder Pot

Augusto Russell, CIC – Principal, Insurance

Provider Group & Greg Bugbee, Sr. Advisor, CT

Center for Advanced Technology, Inc.

“Cyber Security: Protecting Your

Company in the Digital Age”

For reservations contact:

                                                                                               Chip Sandberg (860) 298-4635 or

Past Years' Program Schedules:

2015 - 2016 Program Calendar

September 15, 2015 w/APICS @ Marco Polo

David Gelpke – Director of Health, Safety,

and Environment, Canberra

 “Safe(ty) Guarding the Bottom Line”

October 20, 2015 @ CCSU

Bob Volle – Graduate Career Development

Office, UConn School of Business

 “Your Career: Networking = Connections = Job”

November 17, 2015 @ Chuck’s

Shayne Kuhaneck – Supervising

Project Manager, FASB

“Trending at the FASB”

December 15, 2015 @ Chuck’s

Joe Vincent – Chair Emeritus, IMA

 “IMA’s Local Chapters: Delivering Value”

January 19, 2016 @ Indian Hill CC

Bonnie Stewart  – VP Gov’t Affairs & General

Counsel, CT Business & Industry Assoc. (CBIA)

 “CT20x17 - Making Connecticut Competitive thru Fiscal Sustainability”

February 16, 2016 @ Indian Hill CC

Kevin Lembo– Comptroller, State of CT

“Accounting and Accountability in CT”

March 15, 2016 @ Indian Hill CC

Judge Henry Cohn – Judge, CT Superior Court

“’Judging’ the Tax Law”

April 19, 2016 @ Indian Hill CC

Ramona Blake– Global Diversity & Inclusion

 Manager, United Technologies Corp.

“Navigating Your Career: Performance, Image, Exposure Keys to Enhance Your Career”

May 17, 2016 @ Chuck’s

Brett Utter – Controller, Horst

Engineering & Machine Co.

“Value Added Accountant? You Bet!”

2014 - 2015 Program Calendar

September 16, 2014 @ Indian Hill CC

John Cortese – Advisor, Northwestern Mutual

 “Why Suze’s wrong about annuities and other things”

 October 21, 2014 @ CCSU

Linda Van Valkenburgh – Owner, My

Executive Career Coach, LLC

 “How is your professional online brand? 

Using LinkedIn for full effect!”

 November 18, 2014 @ Indian Hill CC

Dean Pomykala – Business Improvement

 Manager, Canberra

“Lean Office”

 December 16, 2014 w/AFWA @ Indian Hill CC

Virginia Hilton, CPA – Tax Supervisor, Carney,

Roy & Gerrol and Sandra Pierog, CPA – Tax

Director, Bailey Murphy + Scarano, LLC

 “2014 Tax Update”

 January 20, 2015, @ Indian Hill CC

Nicholas Bellantoni, PhD  – Connecticut State Archaeologist “Great Discoveries in Connecticut Archaeology:  Forensic Adventures of the

State Archaeologist”

 February 17, 2015 @ Chuck’s

Daniel Gottfried –

 Partner, Hinckley Allen

“Foreign Tax Reporting  - What your Clients

Need You to Know”

 March 17, 2015 @ Chuck’s

Susan Lesser – Co-Founder, nPlusOne Consulting

“Change Management Done Right”

 April 21, 2015 @ Chuck’s

Enrico Melaragno, CPA, CGFM – Partner,

 Charles Heaven & Co

“How to read Municipal Financial Statements”

 May 19, 2015 @ Indian Hill CC

Jamesina “Jai” Henderson – C-Suite Executive

“Practicing the Art of Management”

2013 - 2014 Program Calendar

 September 17, 2013 @ Chuck’s

Barbara Lamberton – Assoc Prof Acctg & Tax, University of Hartford

“Monitoring Employees in the Workplace: Does it

Increase Productivity or Not?”

 October 15, 2013 @ CCSU

Kelleigh Marquard – Metro Mkt Mgr & Kristen Gilmore

 – Branch Mgr, Robert Half Int’l

 “Hot Jobs in Accounting and Finance for 2014

and How to Land One!”

 November 19, 2013 @ Indian Hill CC

Larry Grasso – Prof of Acctg, CCSU

“And now for something completely different …

 lean accounting!

 December 17, 2013 @ Indian Hill CC

Len Romaniello, Jr, CPA & Sal Santapaola, CPA –Partners, Lenkowski, Lonergan, & Co, LLP

 “2013 Tax Update – A Bigger Tax Bite”

 January 21, 2014, w/ AFWA @ Marco Polo

Erum Majid Randhanwa, CPA, CFE & Jeffrey Ziplow, MBA, CISA – Blum Shapiro

“Computer Fraud & Risk”

 February 18, 2014 @ Chuck’s

J. Donald Warren, Jr., Ph.D., Asst Prof. –

 University of Hartford


 March 18, 2014 @ Chuck’s

TBA – Expert from Marsh USA

“Risk Management”

 April 15, 2014 @ Chuck’s

David Summerlin, Bouvier Insurance


 May 20, 2014 @ Chuck’s

Dennis Gomes – Disability Income Specialist, MassMutual Brokerage Services

“Disabled? Me? Never! Protecting your Income with Individual Disability Insurance”

Program Calendar 2012-2013

September 18, 2012 @ Chuck’s

Bob Aresti – Pres/CEO & Karen Bauer – VP Lending, 360 Federal Credit Union

“Go and Get It with Your Good Credit (Union)!”

October 16, 2012 @ CCSU

Akwasi Ampofo – Project Mgr, FASB

 “FASB Update on IFRS”

November 20, 2012 @ Chuck’s

Aaron Smith, LEED AP BD+C – Director,

 Sustainable Building Solutions, Assa Abloy

“Sustainability in Manufacturing & Green Business”

December 18, 2012 @ Chuck’s

Richard Milluzzo, CPA – Managing Partner,

 Milluzzo and Company, P.C.

“2012 Tax Update”

January 15, 2013, w/ ASWA @ Marco Polo

Linda Dahlmeyer, CPA – VP Finance & Admin.,

 Universal Health Care Foundation of CT

“Impact of Health Care Reform”

February 19, 2013 @ Stonewell

Henry Cormier, CFP – Private Wealth Advisor, Ameriprise

“Lessons Learned: Actions You Can Take After the

Great Recession”

March 19, 2013 @ Stonewell

Kate McCue – Exec. VP, The McCue Mortgage Co.

“Financial Fitness for Every Day”

April 16, 2013 @ Marco Polo

Prof. Fred Carstensen – Director, Connecticut

Center  for Economic Analysis 

“Will Connecticut be Too Old to Compete?”

May 21, 2013 @ Chuck’s

Kelleigh Marquard – Metro Mkt Mgr, Robert Half Int’l

“Today’s Landscape for Accounting & Finance”

HARTFORD CHAPTER Program Calendar 2011-2012

September 19-20, 2011
4th Annual Fall NERC Conference
Sturbridge, MA
Please visit our website at
for more detail and conference updates

September 20, 2011
Massimo Morichi - VP R&D, AREVA BUNM
"Japan Crisis - Global Business & Human Impact"

October 18, 2011 @ CCSU
Dr. David Greenfield - Psychologist/Owner, The Healing Center, LLC
"Manage your Internet and Digital Media Technology so it doesn't manage you"

November 10-12, 2011
12th Annual Student Leadership Conference
Hilton Cincinnati Netherland Plaza, Cincinnati, Ohio
Visit for more information

November 15, 2011
Catherine Smith - Commissioner, Dept of Economic and Community Development, State of CT
"Where Have All The Jobs Gone, & How To Get Them Back"

December 20, 2011
Daniel F. Hally - Regional VP, Pimco Investments
"The Dynamic Global Economic Domino Affect"

"Nick & a Chick" performance during the networking hour

January 17, 2012
joint with ASWA
Lisa Wilson-Foley - Owner/President,
Blue Fox Enterprises
"What do a golf course, rehab facility, and a bed & breakfast have in common? Lisa Wilson Foley."

February 21, 2012
Darcey Heywosz - Senior Records Consultant, & Mary Beth Davidson - Director, Records Mgmt, Travelers
"Now Where Did I Put That? The Journey to Manage Records"

March 20, 2012
Mike Sokolowski, CPA - Partner,
Guilmartin, DiPiro & Sokolowski, LLC
"What To Do When The Roof Falls In"

April 17, 2012
Linda Simmons - Owner, Simmons & Assoc, LLC
"Have Laptop, will Travel - Adventures of a Controller for Hire"

May 15, 2012
Jay Gershman - Founder, Retirement Visions LLC
"Knowing The Cost Of Your 401(k)
Before Your Employees Do"

June 23-27, 2012
93rd Annual Conference & Exposition
Mandalay Bay Resort & Casino, Las Vegas, Nevada.
Visit for updates

2010 - 2011 Program Calendar

September 7, 2010
@ Arch Tavern, Hartford
Networking Event for Young Professionals 5pm-7pm

September 21, 2010
"The Cutting Age Approach To Accounting Standards"
by Paul Glotzer, FASB Project Manager

October 19, 2010
"Running a Connecticut Town: Challenges and Successes"
by Laura L. Francis, First Selectman, Town of Durham, CT.

November 16, 2010
"Employment Discrimination"
by Attorney Beverly W. Garofalo.
2010 Employment Law Update, Jackson Lewis LLP
Young Professionals networking during the networking hour.

December 21, 2010
"Tax Update"
by Richard Milluzo CPA, Managing Partner, Milluzzo & Company, PC.
"Nick & A Chick" performance during the networking hour.

January 18, 2011
@ Hilton Garden Windsor joint with ASWA
"Lean Accounting"
by Tracy Albert,
Financial Manager Habco Inc.
Young Professionals networking during networking hour

February 15, 2011
"Forensic Accounting 102 - Sequel to 2009"
by Stephen Pednealut, CPA, CFE, Principal, Forensic Accounting Services, LLC

March 15, 2010
"Other People's Money?"
by Steve Savino,
Credit Manager, Assa Abloy Corp.

April 19, 2011
"Managing a Multigenerational Workforce"
by Jennifer Arenas, Regional Manager, Robert Half International

May 17, 2011
"Connecticut and New England Economic Outlook"
by Jason Giulietti, Research Economist, CBIA

June 4-8, 2011
92nd Annual Conference & Exposition
at the Hilton Bonnet Creek Hotel in Orlando, Fla.