Healthcare Update (Norwalk, Sept. 30)

Speakers & Presentation:

Your company’s place in the new healthcare landscape


Friday, Sept. 30, 2011 | Registration: 8 am | Program: 8:30 to 11:30 am | Doubletree Hotel | 789 Connecticut Ave., Norwalk


The Patient Protection and Affordable Care Act—the most important piece of healthcare legislation in decades—is redefining the healthcare landscape. Although many changes mandated by this pivotal law won’t take place until 2014, now’s the time to make sure your company is prepared to comply.

Topics include:

  • Overview of the state and federal marketplace and rules
  • Employer compliance, requirements, obligations, and timeline
  • Employer communication requirements
  • Health benefit exchanges and their impact on the delivery of health insurance
  • The effect on insurance companies and how benefit packages will be defined
  • The impact on healthcare providers


  • Mickey Herbert, Michael E. Herbert Consulting
  • Stephen A. Frayne, Senior Vice President, Health Policy, Connecticut Hospital Association
  • Jill Bergman, Assistant Vice President – Compliance, Cohn Benefits Consultants
  • Michelle Zettergren, Senior Vice President, Chief Sales & Marketing Officer, ConnectiCare (Sept. 21 only)
  • John Fleig, COO Mid Atlantic Health Plan UnitedHealthcare (Sept. 30 only)
  • Eric George, Associate Counsel, CBIA

Don’t miss your chance to hear from the experts on where this historic legislation is headed. Sign up today.

Cost per person

  • CBIA member companies, $50
  • Nonmember companies, $99

SOLD OUT: What’s the Deal? Business Energy Conference (Cromwell, Oct. 5)


Wednesday, Oct. 5

8:20 am-3:00 pm

(Registration and continental breakfast at 7:30 am)

Crowne Plaza, Cromwell



Connecticut’s new energy law has significant implications for your business. How will changing energy policies, technologies, and incentives impact your operations and bottom line? CBIA and the Connecticut Power and Energy Society (CPES) are pleased to present the region’s premier business energy conference.

Attendees at this full-day event will hear from industry leaders and policy experts about CHP incentives, energy efficiency technologies and regulations, distributed generation, renewables, the restructuring of state agencies from DEEP to DPUC, and a host of other topics. Gov. Dannel Malloy will deliver the morning keynote address.

See the full agenda.

Panel discussions will include:

  • The New Deal: State, Regional, and Federal Energy Policy & Regulations
  • New Deal, New Opportunities: Incentives for Your Business
  • How to Make the New Deal Work for Your Bottom Line
  • CBIA members, CPES members: $100
  • Students and government officials, $50
  • Others, $200

Questions? Call 860.244.1977.

Interested in exhibiting or sponsoring?

Contact CBIA Registrar Lise Cliche or CPES Executive Director Paul Brady. You may also download our sponsor/exhibitor kit.

Time Strategies (Stamford, Oct. 7, 14 & 28)

Organize Your Day With Time Strategies

Three-part program: Fridays, Oct. 7, 14 & 28

Registration: 8 am
Program: 8:30 to 10 am
Stamford Chamber of Commerce, 733 Summer Street, Stamford

Register >>


“This course helped me to become more focused on my personal and professional goals. It caused me to focus on how I spend my time and how I could improve my outcome.” – Nancy Sweetman, Co-Owner, AES Remedial Contracting, Southington

Are you faced with an endless stream of phone calls, emails, meetings, and deadlines? Are you panicked and overwhelmed by your workload? Does it seem impossible to get everything done?

Let our expert focus and clarify your priorities. This in-depth, interactive program teaches you how to:

  • Gain control of your workday
  • Reap the rewards of your job
  • Achieve success and excel at work
  • Get more out of life

Sign up now. You can get organized and get it all done.


Michael W. O’Reilly is a regional director for Paradigm Associates. For more information, visit

Cost per person

  • CBIA and Stamford Chamber member companies, $400
  • Nonmember companies, $475

Register >>

Economic Outlook Luncheon (Stamford, Oct. 17)


No longer accepting advance registrations. Walk-ins welcome.

Monday, Oct. 17, 2011
The Stamford Marriott Hotel & Spa
243 Tresser Boulevard, Stamford
Registration: 11:30 am
Program: Noon to 2 pm


Sponsored by BlumShapiro & TD Bank

Presented by CBIA and the Stamford Chamber of Commerce

  • Are things finally looking up for Fairfield County’s economy?
  • Where does the region’s recovery really stand?
  • How does it compare to state and national recoveries?

Join us for this lunchtime program and get answers to those questions and more from top economic and business experts. If you do business in Fairfield County, you need to know what’s in store for the economic engine that drives much of the state’s economy.

Program Highlights and Speakers

  • Christine Cumming, first vice president and chief operating officer of the Federal Reserve Bank of New York, on the Connecticut, New York, and New Jersey economies
  • Don Klepper-Smith, chief economist and director of research, DataCore Partners LLC
  • Financial services overview and outlook
  • Release of the 2011 Survey of Fairfield County Businesses, sponsored by TD Bank and BlumShapiro (All attendees receive a free copy of the report.)


  • CBIA & Stamford Chamber members, $45
  • Nonmembers, $60
  • Tables of 10, $450

Property Tax and Fixed Asset Workshop (Shelton, Oct. 12)


Wednesday, Oct. 12, 2011

Registration: 8 am

Program: 8:30 to 11 am

Courtyard Marriott Shelton

780 Bridgeport Avenue, Shelton


Before the Nov. 1 filing deadline, make sure you know how to maximize your exemptions, get your personal property assessed equitably, and avoid common mistakes that  lead to overpayment of real and personal property taxes. Join us for this morning program and hear from accounting, tax, and assessment professionals.

Register now.

See a list of speakers.


$50, CBIA members; $99, nonmembers

Midyear HR Update (Cromwell, Oct. 19)

Keep your human resources skills sharp.


Wednesday, Oct. 19, 2011
Crowne Plaza, 100 Berlin Rd., Cromwell

PowerPoint presentations:

Legislative Update: 2011 Connecticut General Assembly
Kia F. Murrell, Associate Counsel, CBIA

Which legislative actions impact your HR and business operations? What rejected proposals might return next year? We’ll review:

  • What passed
  • What changed
  • What your company must do to comply

Aging Stars: Sustaining Engagement, Productivity, and Profit
Robert J. DeLisa, DeLisa Consulting Group
The Schaeneman Group, Merrill Lynch Global Wealth Management

Are your older employees a unique population in need of different care and attention? Our panel of experts evaluate what’s myth and what’s fact when managing an aging workforce. We’ll discuss:

  • Legal, financial, health, and safety and aspects of employing older workers
  • Strategies for motivating older employees for personal and companywide success

Employee Embezzlement and Fraud
Al Sparaco, Baker St. Associates

Don’t let your guard down. HR must recognize the value of your company assets—including intellectual property—while implementing strategies for preventing theft and related misconduct. We’ll review:

  • Top areas of exposure
  • Effective protection strategies

Hiring Ex-Offenders: A Hidden Resource
Walter Donne, HR Manager, Lex Products Corporation

As the economy recovers, HR must find ways to fill pockets of worker shortages that still exist despite the dismal job market. You can’t afford to overlook valuable resources. Learn about a program that provides skilled, dedicated workers and—in some cases—financial incentives to hire them.

HR’s Role in Disaster Recovery and Business Continuity Planning
Dr. Edward M. Goldberg, Business Continuity & Disaster Recovery Manager, Northeast Utilities

Stay ahead of the curve and learn how to prepare for any threat to your business or your employees, from accidents caused by human error to natural disasters. We’ll review ways to:

  • Create as a safety net to minimize immediate harm
  • Facilitate a rapid return to productive operations

401(k) Fee Disclosures Under New Labor Dept Mandate: Understanding Regulation 408(b)(2) (Webinar, Oct. 12)


Online: Oct. 12 at 11 am

Sponsor: The Schaeneman Group, Merrill Lynch Global Wealth Management, Hartford, CT 


New information. New obligations.

  • For the first time, your employees must receive a quarterly statement showing the dollar amount of fees deducted from their account
  • All compensation received directly or indirectly by anyone involved in your plan must be communicated to participants in dollar amounts
  • Plan fiduciaries will be responsible for ensuring fees are disclosed, transparent, & reasonable for the services received
  • Plan service providers or plan advisors should proactively help you stay ahead of changing regulations

Find out why retirement plan sponsors and business owners should review current retirement plans to identify obligations under this new regulation.

Speaker: Mary Rosen, J.D., Associate Regional Director, U.S. Dept. of Labor, Employee Benefits Security Administration

Cost per person:

CBIA members, $15; nonmembers, $50

Register >>

Heroes 4 Hire: Veterans Job Fair (East Hartford, April 19)

Property Tax and Fixed Asset Workshop (Hartford, Oct. 20)


Thursday, Oct. 20, 2011

Registration: 8 am

Program: 8:30 to 11 am

CBIA, 350 Church Street, Hartford


Before the Nov. 1 filing deadline, make sure you know how to maximize your exemptions, get your personal property assessed equitably, and avoid common mistakes that  lead to overpayment of real and personal property taxes.  Join us for this morning program and hear from accounting, tax, and assessment professionals.

Register now.

See a list of speakers.


$50, CBIA members; $99, nonmembers

(Parking is free in the Metro Center garage.)

Financing Alternatives for Small to Midsize Businesses (Shelton, Oct. 20)


Thursday, October 20, 2011
Registration: 8:15 to 8:30 am; Program: 8:30 to 10:30 am
Blum Shapiro
2 Enterprise Dr., Shelton

Register by contacting CBIA’s registrar Lise Cliche at or 860-244-1977.


Are you looking for financing to grow your business? Learn about the various types of commercial financing available to you and how to acquire them while avoiding the pitfalls that can be trouble for borrowers.


  • Direct commercial loans
  • Small business loans
  • Low cost financing options
  • Accounting pitfalls to avoid in the financing process


Lynn Kornita, Wells Fargo (October 20 in Shelton)

Marie O’Brien and John Lobon, Connecticut Development Authority (CDA)

Dave Rosenthal, Blum Shapiro

Who Should Attend?

You should attend one of these programs if you are an owner, CFO, CEO, or comptroller of a small to mid-sized company (20-500 employees) and are seeking financing.


Free to CBIA members and non-members

Register for either program by contacting CBIA’s registrar Lise Cliche at or 860-244-1977.