Where New England's Equity Community Comes Together
Smithfield, Rhode Island | June 4-5, 2025
Fresh Insights and New Connections in One Powerful Day
Join us at this event for a valuable opportunity to enhance your knowledge, connect with peers, earn continuing education credits, and engage with our partners. Our annual gathering typically draws nearly 150 attendees, and we look forward to welcoming both familiar and new faces this year!
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Agenda | Rates | Accommodations | Sponsors | Continuing Ed
Agenda Overview

Evening Networking Reception
Smithfield, RI 02917
Wed, June 5, 2024
Evening Networking Reception
5:00 - 9:00 PM
Food & Drinks!
Tavola da Siena Restaurant | 400 Putnam Pike, Smithfield, RI 02917
Thurs, June 6, 2024
NASPP New England Summit
8:00 - 9:00 AM
Registration, Networking, and Breakfast
9:00 - 9:30 AM
Welcome & Introductions
9:30 - 10:30 AM
General Session 1
Unleashing the Transformative Power of GenAI in the World of Equity: Fostering a Culture of Experimentation and Creativity
This presentation will explore the potential of using Generative AI (GenAI) to design, manage and streamline your equity program. Sharmon and Haley will share use cases they see in the market and will leverage the knowledge and experience of the audience to share their own examples. Sharmon and Haley will discuss how to move from theory to action by discussing the role of culture in driving successful GenAI adoption, the challenges faced by organizations resistant to change, and the disconnect between leaders’ and employees' perceptions of GenAI. Participants will leave this session armed with practical ways to adopt and apply the power of GenAI to their equity programs.
Learning Objectives:
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Understand the Generative AI and its potential for impact on equity plan operations and customer (employee, other internal stakeholder) experience.
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Recognize the importance of fostering a culture that encourages experimentation, including applying GenAI.
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Identify the challenges in GenAI adoption, especially in organizations resistant to change.
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Learn about the Will, Skill, and Opportunity framework for encouraging new behaviors supportive of GenAI application.
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Understand the role of transformative leadership in shaping a positive culture for GenAI adoption.
1.2 continuing professional education credits for CPAs
10:30 - 11:00 AM
Break
11:00 - 11:50 AM
Break-Out Session 2A
How do you 'roll? A Deep Dive into Refining Payroll Integration Can Streamline Processes
CONCURRENT SESSION
The integration of your payroll data can provide more than updated demographic information and YTD tax values. Learn how to utilize this partnership to create efficiencies within your transaction process with identifiers for mobile participants, global taxation, and local jurisdictions. In anticipation of T+1 settlement, understand how you can save yourself and your tax team hours of review work.
Learning Objectives:
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Importance of integration and accuracy of payroll data
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Collaboration with payroll provider and leveraging custom fields
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Utilizing your equity plan provider platform and all it can offer
1 continuing professional education credit for CPAs
11:00 - 11:50 AM
Break-Out Session 2B
CTRA Presents – Best Practices in Compensation Benchmarking
CONCURRENT SESSION
In partnership with the Colonial Total Rewards Association (CTRA) and World at Work, this session will have consultants from Mercer providing insights on how compensation benchmarking practices, tools, and techniques have become more sophisticated, and how the job of the compensation practitioner has become easier and better – or has it? They will address market pricing strategy, selecting data sources and scopes, choosing benchmark jobs, refining matches, and assessing data validity.
Learning Objectives:
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Discuss what is compensation benchmarking
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Understanding data sources for proper benchmarking
1 continuing professional education credit for CPAs
11:50 AM - 12:40 PM
Lunch
12:40 - 1:30 PM
Break-Out Session 3A
Phone A Friend! Best Practices in Working with Outside Consultants.
CONCURRENT SESSION
When and how to hire a guide to help you stay on the right path on your equity compensation journey. This session will cover the when, how, and why for hiring outside equity compensation consultants to assist with short- or long-term administration or special projects.
Learning Objectives:
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Understand different challenges a company can face where external resources can help
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How to engage with third parties to become an extension of your own team
1 continuing professional education credit for CPAs
12:40 - 1:30 PM
Break-Out Session 3B
Win-Win: Stock Plan Strategies that Your Design and Admin Teams Love
CONCURRENT SESSION
Tension can sometimes arise when creative plan design creates administrative challenges, but it doesn’t have to be like this. You can have your cake and eat it too! Join this session for a review of hacks, tweaks, and best practices that keep everyone, including your employees, happy. We’ll address requiring acceptance for RSUs, handling LOAs, reducing the headaches about expiring options, maximizing tax deductions, and minimizing headaches for ESPP, setting reasonable deadlines, helping employees align their equity awards to their risk tolerance, and more.
1 continuing professional education credit for CPAs
1:30 - 1:40 PM
Quick Session Change
1:40 - 2:40 PM
Break-Out Session 4A
Finding the Right Global Employee Equity Plan Mix
CONCURRENT SESSION
This session will cover the crucial role global employee share plans can play in improving employee engagement, boosting revenues, and enhancing profitability. Attendees will gain insights into effective strategies for employee equity compensation programs, cross-border communications, and future modifications, as companies seek to efficiently navigate the challenges and seize the opportunities presented by global expansion.
1.2 continuing professional education credits for CPAs
1:40 - 2:40 PM
Break-Out Session 4B
Valuations for Non-Valuation Specialists
CONCURRENT SESSION
Join us for an enlightening session where we demystify valuation techniques for equity awards, simplifying them to even to non-valuation specialists. In this session, we'll embark on a journey through the valuation landscape, breaking down complex concepts into easily digestible pieces. Whether you're new to the industry or seeking a refresher, this session is designed for everyone eager to grasp the essentials of valuation. From understanding the basics to navigating the intricacies of ASC Topic 718, we'll equip you with the knowledge needed to confidently navigate the valuation process. Join us and uncover the fundamental pieces to understanding equity awards, ensuring you're well-prepared to tackle valuation challenges with clarity and confidence.
1.2 continuing professional education credits for CPAs
2:40 - 3:15 PM
Ice Cream Social
3:15 - 3:30 PM
End of Day Group Exercise
3:30 - 4:30 PM
General Session 5
Technology vs. the World: ESPP Edition
How does your ESPP measure up to your peers’ plans? Get valuable benchmarks as we examine results and trends from the 2023 ESPP Survey from the NASPP and Deloitte Tax, with a focus on comparing the ESPPs offered by technology and life sciences companies to those offered by companies outside these sectors. We’ll highlight industry comparisons on discounts, lookbacks and other economic benefits, tax qualification status, eligibility and participation, plan contributions, purchase limitations, participant education, and plan administration. BONUS: We’ll include a cut of data on ESPPs offered by east coast companies.
1.2 continuing professional education credits for CPAs
4:30 - 5:00 PM
Closing Remarks & Drawings
Wed, June 4, 2025
Evening Networking Reception
5:00 - 9:00 PM
Food & Drinks!
Tavola da Siena Restaurant | 400 Putnam Pike, Smithfield, RI 02917
Thurs, June 5, 2025
NASPP New England Summit
8:00 - 9:00 AM
Registration, Networking, and Breakfast
9:00 - 9:30 AM
Welcome & Introductions
9:30 - 10:30 AM
General Session 1
Equity Compensation in 2025: Adapting to a New Era
Three years ago, in the wake of the COVID pandemic, we shared our thoughts and predictions on the evolving landscape of equity compensation with the New England NASPP Summit. Little did we know how much could change in such a short time. This year, with the arrival of a new presidential administration, it’s time to reassess the equity compensation landscape. Market volatility and other macroeconomic and social factors continue to influence equity incentives. Technologies such as artificial intelligence and digital assets are advancing rapidly, though their implications for our beloved industry aren’t always clear.
In this dynamic and sometimes chaotic environment, compensation professionals have been tasked with construction of new disclosures like pay vs. performance and are now forced to prepare for disaggregation of the income statement, which will dramatically impact the way compensation is presented in the company’s financials in years to come. In this rapidly changing landscape, staying informed about court cases, SEC comment letters, rulemaking and enforcement actions is even more crucial than before.
Learning Objectives:
Understand and explore the impact of recent political, legal, and regulatory changes on equity compensation.
Speakers:
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Wells Miller, Akin
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Nathan O'Connor, Equity Methods
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Zachary Doyle, Vertex Pharmaceuticals
1.2 continuing professional education credits for CPAs
10:30 - 11:00 AM
Break
11:00 - 11:50 AM
Break-Out Session 2A
Data-Driven Education: Personalizing Learning for Increased Equity Plan Participant Engagement
When planning your equity plan communications and education roadmap, do you take into consideration how those communications will be received? This presentation will provide insight into using participant behavior and demographic metrics to determine the best way to capture their attention and participation.
Learning Objectives:
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Engagement:
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Which participants respond to invites and then actually attend sessions
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Using surveys to understand session impact
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Invited participants attendance vs pre-registered participants
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Behaviors of participants on support channels and tailored education surrounding those behaviors
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Switching Strategies:
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Different types of engagement for scheduled sessions based on audience receiving invite/registration
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What days of the week work best to send invites, hold sessions. Time of day?
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Multi-Channel approaches - Intranet vs communication partners
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Experiment with content - How to catch their eye
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Speakers:
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Brooke Anderson, CEP, Charles Schwab
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Jennifer Francis, CEP, Aon
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Rees Franklin lll, Affirm
1 continuing professional education credit for CPAs
Break-Out Session 2B
Break-Out Session 2B
Sophisticated Settlement Approaches for Executive 10b5-1s
Dive into sophisticated settlement techniques for executive 10b5-1 plans with our expert panel, including a quantitative trading specialist who will share valuable analytics on the market impact of trades by reporting persons. This practical session delivers actionable frameworks for implementing settlement strategies that protect shareholder value while meeting company and individual objectives. We will offer perspective on liquidity patterns and optimal windows often overlooked in traditional 10b5-1 trade execution.
Learning Objectives:
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Learning new ways to execute on Rule 10b5-1 Plans
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Protecting Shareholder value
Speakers:
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Niya Dragova, Candor
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Chen Chen, Candor
1 continuing professional education credit for CPAs
11:50 AM - 12:40 PM
Lunch
12:40 - 1:30 PM
Break-Out Session 3A
A Guide to Health Checking Your Equity Administration
Efficient administration of your organization’s equity plan is crucial if you want to foster employee engagement, comply with regulations, optimize your resource allocation, and prioritize data security. This session will address five key questions that all administrators should be asking themselves on a regular basis in order to ensure their programs are in tip-top shape, in addition to a number of strategies on how to enhance the effectiveness of your stock plan administration and optimize the efficiency of related processes.
Learning Objectives:
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Provide audience members with actionable items to check their own plan health status
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Provide strategies for optimizing plan procedures
Speakers:
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Michelle Tomasetti, Infinite Equity
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Liz Stoudt, Infinite Equity
1 continuing professional education credit for CPAs
Break-Out Session 3B
Break-Out Session 3B
Harboring Success: Fractional Shares and Stock Splits for Equity Awards
Set sail with us as we explore how a fractional share approach can benefit everyone, regardless of stock price. From participants and plan sponsors to ambitious corporate goals, these small fractions can be a lighthouse guiding your way. Fractional shares can streamline tax withholding procedures, enhance your vesting process, precisely target value delivery in grants, and elevate your ESPP.
Our panelists will navigate you through the steps to implement a fractional share program for various equity awards (RSUs, ESPP, options), the necessary administrative adjustments, and changes to plan documentation to facilitate fractional share issuances. We'll also cover the rights of fractional shareholders and the resulting tax implications. Additionally, our experts will chart the impact of stock splits on share plans and discuss alternative approaches for adjusting equity programs in response to share price fluctuations.
Receive insights from issuers and administrators, along with legal and tax analysis, to help you make the most of your equity awards, no matter where your stock price sails!
Learning Objectives:
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Steps to implement a fractional share program for various equity awards
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Review the administrative adjustments and changes to plan documentation required to facilitate fractional share issuances
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Outline the rights of fractional shareholders and the resulting tax implications
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Analyze the impact of stock splits on share plans and alternative approaches for adjusting equity programs in response to share price fluctuations
Speakers:
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Lindsay Minnis, Baker McKenzie
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Joe Magner, Fidelity Investments
1 continuing professional education credit for CPAs
1:30 - 1:40 PM
Quick Session Change
1:40 - 2:40 PM
Break-Out Session 4A
Maximizing Mobility Tracking for Effective Employee Share Plans
In an increasingly global workforce, effective mobility tracking is critical for ensuring compliance, optimizing tax and equity reporting for mobile employees. This session will explore best practices for tracking mobility data and the essential role it plays in administering employee share plans. With a focus on global mobility, we’ll differentiate between expats and business travelers, addressing unique challenges and implications for each group. This session is designed for HR and mobility professionals who manage global talent and equity plans.
Learning Objectives:
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Best practices for tracking mobility data
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Breaking down the difference between expat and business travelers
Speaker:
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Mariana Espinosa, Computershare
1.2 continuing professional education credit for CPAs
Break-Out Session 4B
Break-Out Session 4B
Equity Design Strategies to Drive Employee Ownership
Employers everywhere are challenged with unengaged and disengaged employees. Employee ownership through equity compensation can be a key differentiator in driving engagement for your workforce. This session explores different strategies companies have taken with their equity programs to deliver the power of employee ownership. First, we’ll explore the growing interest in equity-for-all and equity-for-more programs, and discuss considerations for companies who are considering driving their equity programs deeper into their population. Next, we’ll dig into equity choice and compensation choice, and discuss how this new twist on employer rewards can help improve engagement and outcomes for participants. And finally, we’ll review employee stock purchase plan trends, why ESPPs are on the rise, and outline next steps and considerations for companies who are considering adding or improving an ESPP.
Learning Objectives:
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Create a plan to engage your disengaged employees
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Communicate measurable tactics to increase employee ownership
Speakers:
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Jeremy Boraks, Fidelity Investments
- Noone Janjigian, Thermo Fisher Scientific
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Megan Anatole, Toast
1.2 continuing professional education credit for CPAs
2:40 - 3:15 PM
Ice Cream Social
3:15 - 3:30 PM
End of Day Group Exercise
3:30 - 4:30 PM
General Session 5
Trivia Extravaganza and Hot Topics Round-Up
Are you eager for an exciting update from the dynamic world of global stock plan administration? We invite you to join us for a fun and engaging session that uniquely combines learning with a healthy dose of friendly competition. This event offers a golden opportunity to delve into the latest trends and updates for “all things global equity” while testing your knowledge and skills against your peers.
Prepare to go head-to-head with fellow equity administrators in an interactive trivia game designed to challenge and entertain. As you navigate through a series of thought-provoking questions, you'll not only broaden your understanding of key topics but also have the chance to showcase your expertise.
Whether you're aiming to stay ahead of industry changes, refine your strategies, or simply enjoy a spirited contest, this session promises to deliver. The stakes are high, with prizes awaiting the winners and, of course, the ultimate reward of earning bragging rights among your peers. This exciting session will cover tricky topics and trends and updates such as:
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Global mobility tricks and tips
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Requirements for 10b5-1, Section 16 and Rule 144 filings
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ESPP nuances and hidden secrets
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Tax withholding and payroll best practices
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Disqualifying dispositions
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409A valuations
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Accounting and financial reporting best practice insights
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And many more!
Don't miss this opportunity to learn, compete, and connect in a vibrant and supportive environment. Join us and see who among your fellow equity administrators can rise to the top and claim the title of trivia champion!
Learning Objectives:
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Stay informed on global equity trends: Gain insights into the latest developments, including key regulatory updates, best practices and emerging challenges in the industry.
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Enhance technical knowledge and compliance strategies: Deepen your understanding of complex global equity administration topics.
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Test and apply knowledge in an interactive setting: Participate in a competitive trivia game to reinforce learning, apply industry knowledge in real-time scenarios and engage with peers to benchmark your expertise in global equity administration.
Speakers:
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Rob Miceli, Bank of America
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Dave Lanka, Bank of America
1.2 continuing professional education credits for CPAs
4:30 - 5:00 PM
Closing Remarks & Drawings
Speakers
General Session 1
Unleashing the Transformative Power of GenAI in the World of Equity: Fostering a Culture of Experimentation and Creativity
Haley Houston, PwC
Haley partners extensively with PwC’s Cloud & Digital, Transformation Operations and Customer Transformation practices to help Fortune 500 clients navigate complex process- and technology-driven business transformations. Leveraging design thinking and agile principles Haley leads change management programs that help clients through their 'stickiest' change challenges. These programs include facilitating leadership alignment, vison setting, employee engagement and upskilling and measurement/benefits tracking around change management.
Before joining PwC, Haley served in Business Develop and Marketing roles with firms in the professional services sector including legal, consulting, and engineering.
Haley has a B.A. from Roger Williams University (cum laude) where she was a member of the International Honors Society - Phi Alpha Theta and an M.B.A. from Northeastern University, with a focus in Entrepreneurship and International Business.
Sharmon Priaulx, PwC
Prior to joining PwC, Sharmon practiced at a national law firm, advising clients on retirement, equity and employee benefit plans. Sharmon has been a law school guest lecturer and speaks at seminars on topics ranging from deferred compensation compliance to payroll issues.
Sharmon has a B.A. from Columbia University, Barnard College and a J.D. (cum laude) from Villanova School of Law, where she was a member of Phi Kappa Phi and the Order of the Coif. She is admitted to the bar in Massachusetts, Pennsylvania, New Jersey and Maryland.
Break-Out Session 2A
How do you 'roll? A Deep Dive into
How Refining Payroll Integration Can Streamline Processes
Brooke Anderson, CEP, Charles Schwab
For 25 years, Brooke’s primary focus has been client-facing equity compensation administration and education. Prior to joining Schwab, she worked with both public and private companies at Certent/Insightsoftware, and held various roles at Transcentive/Computershare before that. Her background also includes project management and relationship management.
Brooke is a Certified Equity Professional.
Christine Consolato, CPA, Market Axess
Jennifer Francis, CEP, Aon
Jen has been a speaker at the NASPP Annual Conference, the CEP Symposium, GEO conference, service provider user conferences, and local NASPP chapter meetings.
She holds a bachelor’s degree in accounting from Central Connecticut State University, and graduate degrees in Management and Business Administration from Albertus Magnus College. Jen earned her CEP designation in November 2005 and is a volunteer for the Certified Equity Professional Institute (CEPI), serving on the certification council for CEP Institute, and serves as the Treasurer for the CT NASPP Chapter.
Break-Out Session 2B
CTRA Presents – Best Practices in
Compensation Benchmarking
Vlad Gogish, Mercer
Sophie Harpt, Mercer
Break-Out Session 3A
Phone A Friend!
Best Practices in Working with Outside Consultants.
Ken Bonanno, LivaNova
Katharine Peterson, Acrivon Therapeutics, Inc.
Jennifer Tardif, CEP, ISP Advisors LLC
Jen began her career in equity compensation as one of the first employees of a pre-IPO issuer company. During her 16 years there, Jen managed various aspects of corporate administration, through the IPO and beyond, including equity compensation, human resources, investor relations, corporate governance, and executive compensation. Jen was also closely involved with payroll, accounting, and SEC reporting. She also spent over four years at Fidelity focusing on client service in large plan payroll and executive compensation. During Jen’s 13+ years with Shareworks by Morgan Stanley (previously Solium and Transcentive), Jen held a variety of roles including Vice President - Solutions Architect, Product Manager, and Senior Relationship Manager building on her industry knowledge and Shareworks expertise.
Jen has been a speaker at various industry events, webinars, and conferences. She has a BA in communications from the University of New Hampshire, an MBA from Rivier University, and is a Certified Equity Professional and a Certified Shareworks Master.
Break-Out Session 3B
Win-Win: Stock Plan Strategies
that Your Design and Admin Teams Love
Christian Bell, Stock & Option Solutions
Joe Magner, Fidelity Investments
Daniel Rossi, Linde
Break-Out Session 4A
Finding the Right Global Employee Equity Plan Mix
Amy Reina, Deloitte
Amy has led many global projects including the design and implementation of global equity incentive and employee reward programs, expansion of US based programs to overseas locations including assessment of the tax and regulatory implications before global roll-out, implementation of Deloitte’s GA Incentives mobile employee tax withholding and reporting technology, and the implementation of corporate recharge arrangements to generate corporate tax deduction in non-US locations. Amy also assists clients in ensuring proper withholding methodologies are implemented to facilitate payroll tax compliance, addressing their mobile employee equity compliance responsibilities, and examining international aspects involved in mergers and acquisitions.
Amy has a B.A. from Mount Holyoke College and received a J.D. and M.B.A. from Quinnipiac University. She is a member the National Association of Stock Plan Professionals, serves on the Boston Leadership Committee of the Global Equity Organization and is a Certified Equity Professional.
Charles Russo, Computershare
Charles earned his B.S. and MBA in Finance from Fordham University.
Brian Stanton, DL Piper
Break-Out Session 4B
Valuations for Non-Valuation Specialists
Jackson Swindells, Infinite Equity
Tom Yarnell, Infinite Equity
He has over 7 years of experience in compensation and corporate governance with prior roles in corporate executive compensation at a Fortune 100 company and as an advisor at ISS Corporate Solutions. He’s spoken at a variety of industry events on incentive program design topics. Tom earned the Chartered Financial Analyst designation in 2014 and has a Bachelor of Science in Finance from St. Joseph’s University. Tom is based in Maryland, outside of Washington, DC.
General Session 5
Technology vs. the World: ESPP Edition
Barbara Baksa, CEP, NASPP
She regularly speaks and writes on equity compensation topics and has contributed chapters to four books on equity compensation. She is the author of the book “Accounting for Equity Compensation,” published by the National Center for Employee Ownership and a required text for the Certified Equity Professionals exam. Barbara publishes frequent blogs and videos on equity compensation topics which appear on the NASPP’s LinkedIn and YouTube pages. Barbara also serves as editor of The NASPP Advisor.
Greg Kopp, Deloitte
Greg combines his experiences in consulting and corporate human resources to provide strategic, practical, and implementable solutions. He works with companies across industry to evaluate, design, and implement compensation programs that align the organization’s business strategy with the management team that is tasked with executing the strategy.
His recent projects have emphasized his experience in IPOs, helping HR teams to drive value and manage enterprise risk through IPO workforce planning and costing, executive and equity plan design, stock plan administration implementation, and employee communications.
Registration Rates
NASPP Members: FREE | Non-Members: $25
To cancel your registration, cancel through the registration site or submit written notice to connecticut@naspp.com. If a non-member fee was applied you must cancel through the registration site to obtain a refund, if applicable. Cancellations are no longer allowed within five (5) days of the Summit.
For more information regarding refund, cancellation policies, and concerns, contact connecticut@naspp.com.
Accommodations

Smithfield Providence
“New England NASPP Summit.”
Accommodations


Smithfield Providence
Continuing Education
Certified Equity Professionals (CEPs) may earn continuing education credit for attendance. CEPs must keep their own records of their attendance, including the specific sessions attended, so they can report this information to the CEP Institute when required.
Continuing Professional Education (CPE) credits are available for those who attend this conference. Requirements to obtain these credits will be announced at the event’s opening. These credits would fall under the “Group-Live” delivery type under the “Specialized Knowledge” field of study. The maximum number of credits that can be earned at this event is Six (6).
Credit Eligible Sessions
Sessions | Time (min.) |
Program Level | Pre-Requisites and Advanced Preparation | Eligible Credits(s) |
General Session 1 Equity Compensation in 2025: Adapting to a New Era |
60 | Basic | None | 1.2 |
Break-Out Session 2A Data-Driven Education: Personalizing Learning for Increased Equity Plan Participant Engagement |
50 | 1.0 | ||
Break-Out Session 2B Sophisticated Settlement Approaches for Executive 10b5-1s |
||||
Break-Out Session 3A A Guide to Health Checking Your Equity Administration |
||||
Break-Out Session 3B Harboring Success: Fractional Shares and Stock Splits for Equity Awards |
||||
Break-Out Session 4A Maximizing Mobility Tracking for Effective Employee Share Plans |
60 | 1.2 | ||
Break-Out Session 4B Equity Design Strategies to Drive Employee Ownership |
||||
General Session 5 Trivia Extravaganza and Hot Topics Round-Up |
The National Association of Stock Plan Professionals (NASPP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.
In addition to CPE Credits (for CPAs), there will also be CE credits available for those with the CEP or ECA designation.
Thanks to Our Chapter Officers
The Boston and Connecticut chapter presidents would like to thank our officers for all their hard work and dedication that makes this event possible and successful each year. Thank you!
Boston Chapter
Connecticut Chapter
Continuing Education
CPE credits are available for those who attend this conference. Requirements to obtain these credits will be announced at the event’s opening. These credits would fall under the “Group-Live” delivery type under the “Specialized Knowledge” field of study. The maximum number of credits that can be earned at this event is 6.0.
All General and Breakout Sessions
Program Level: Basic
Pre-Requisites and Advanced Preparation: None
Eligible Credits per Session: 1.5
In addition to CPE Credits (for CPAs), there will also be CE credits available for those with the CEP or ECA designation.
To cancel your registration, you may do so by logging into your naspp.com account to manage your registrations. Email the NASPP for any assistance.
For more information regarding refund, cancellation policies, and concerns, contact the Connecticut Chapter.
The NASPP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.