President's Message

Dear Members,
Our first meeting of the season was held on September 19th at Chuck’s Steak House in Rocky Hill. A special thank you
to our featured speakers, Jeffrey T. Stein, CFP and Ariel Stein from Argentum Financial Partners for doing a great job
speaking on the topic of best practices of being a fiduciary and explaining what roles in a company would constitute you
being considered a fiduciary (an important point you need to be aware of; some of us were surprised).
Our next meeting will be held at Central Connecticut State University on Tuesday, October 17th in the Connecticut
Room, (1st floor) of Memorial Hall. Our featured speaker is Steve Pedneault, FCPA, CFE and Principal of Forensic
Accounting Services, LLC, and he will be speaking on the topic of “Fraud in the Business Environment”. Business
School Faculty members are invited to attend this meeting at no cost. Please Reach Out and Invite any Business
School Faculty you know!!
The NorthEast Regional Council’s 10th Annual Fall Conference on September 17 to 19 at the Southbridge Hotel Inn and
Conference Center in Southbridge, MA was again a resounding success. Members from around the north east enjoyed
the two and a half day event with a fantastic speaker lineup at a great location. It was also a really fun networking
event, including some Karaoke performances by our members!
October is Manufacturing Month; in that spirit, APICS Hartford County is hosting a plant tour at the Pratt & Whitney
Assembly facility in Middletown, CT on October 26th from 4pm to 8 pm. The tour will be followed by dinner. This is
actually a once in a lifetime opportunity, so don’t hesitate! Register now at as space is very
The IMA Women’s Accounting Leadership Series event will be held on Friday, October 27th at Pace University in NYC.
The event includes breakfast, lunch and 4.0 NASBA CPE credits. Use the code WALS30NYC to reduce the fee to just
$30 per person.
Thinking about taking the CMA exam sometime soon? Our CMA Director, Claude McIntyre is looking into forming a
CMA study group. If you would like to be added to the list for a potential study group, please reach out to Claude at
I look forward to seeing you all at CCSU on October 17th!
Best regards,
Linda Martin, Hartford Chapter President, 2017-2018