Calendar of Upcoming Events for the CONNECTICUT Chapter

Prior Events

Date and Time:3/1/2017 1:00PM - 2:00PM ET
Event:March 2017 Chapter Webinar - Tax Return Reporting
Topic:Tax Return Reporting: What You Need to Know and Communicate to Employees, presented by Bruce Brumberg - Editor-in-Chief and Co-founder,
Location:Online Webinar via GoToWebinar
Contact:Joseph Purdy, Solium
Contact Phone:203.447.5843

Date/Time: Wednesday, March 1, 2017 - 1:00 PM - 2:00 PM ET
Cost: Free, Thanks to our Sponsors

This tax season has more potential than ever for employee confusion, uncertainty, and expensive mistakes in completing IRS forms and following requirements, particularly on cost basis reporting. Changes in the past few years include the expansion of Form 1099-B, the revised Form 8949 and Schedule D, plus changes in cost basis reporting. The webinar will help you understand the rules and where employees and even tax professionals get confused. It will help you communicate with employees to help them prevent mistakes in reporting stock sales from equity compensation and other mishaps. By attending this webinar session, you will learn about:

  • The 1099-B and its confusing aspects
  • Reporting of stock sales on Form 8949 and revised Schedule D
  • The most common questions asked and costly mistakes related to tax return reporting of stock compensation
  • Pitfalls that may cause unwanted IRS attention for your employees and executives
  • Tax law changes recently adopted that apply to stock compensation
  • Key points to communicate with employees and resources to use

Like to Attend? Register Here! 

More Information:
Continuing Education Credits: 1 CEP (Taxation)
Event files: 
Date and Time:7/14/2017 8:00AM - 5:00PM EDT
Event:The 9th Annual New England NASPP Regional Conference Co-hosted by the Connecticut and Boston NASPP Chapters.
Topic:2017 Regional Conference: A Day Full of Sessions on Equity Compensation and Executive Compensation.
Location:Fidelity Investments, 900 Salem Street, Smithfield, RI 02917 (,-71.5355658,16z)
Contact:Joseph Purdy
Contact Phone:203.447.5843


Save the Date! We are pleased to announce that the 9th Annual New England NASPP Regional Conference.  The Connecticut and Boston NASPP Chapters are once again proud to host the premier full-day equity compensation event in the Northeast!  This year our conference will be held in Smithfield, Rhode Island on Friday, July 14, 2017. Last year’s event was attended by 150 equity compensation professionals including a diverse list of service providers and the area’s key issuers. We’d love for you to join us for our 2017 event.

  • Where:   Fidelity Investments - 900 Salem Street Smithfield, RI
  • When:    Friday, July 14th 2017, 8:00 am - 5:00 pm EDT
  • What:     Eight timely topics, including 2 general sessions and 3 break-out sessions. 
  • Cost:      FREE! (Members and Non-Members)
  • Credits:  Both CE (CEP) and CPE credits will be available for attendees

Please join us for breakfast and networking opportunities from 8:00 - 8:30 am. Welcome and introductions start promptly at 8:30 am.  This event will include breakfast, lunch and snacks along with an opportunity to win one of many door prize drawings. Please sign up only if you are certain you can attend.  Seating is limited and we do not want to turn people away to make space for no shows.  We will send confirmations and maintain a waiting list. Please be considerate of your fellow chapter members and friends!


  • This year’s location is a quick taxi/uber ride from the Providence Airport & Amtrak Train Station.
  • If your company is not already a sponsor and would like to be (or learn more), please email for more details.

This Year's Line-Up:

  • Coming Soon!
  • If you'd like to submit a speaking proposal for this year's event, please email

This Year's Sponsors:

  • Coming Soon!
  • If you'd like to sponsor this year's event, please email for details.





More Information:
Continuing Education Credits: 5 CEP (Various) 5 CPE (Personal Development)