Board Meeting 12/15/2022 10:00 am

Members in attendance: Amanda Evans,  Joe Orabona, Mike O’Leary, Laura Caiafa, Morris Armstrong

Members not in attendance: , Maynard Maxwell, Jonathan Leone, Ray LaLuna


  • Review and approval of prior month’s minutes
  • Discussion of chapter roles/responsibilities
  • cooperation between societies/chapters (Morris/Amanda)
  • Chapter financials (Morris)
  • SEO (Laura)
  • Technology: Wild Apricot, Database/CRM (John/Maynard)
  • Education Update  (Mike)

The next virtual meeting is estimated to be January 19th at 10am.  Meetings are tentatively planned for the third Thursday of each month barring any scheduling conflicts.

Postcards were discussed.  Initially regarding an e-card for the holidays to send to members from the board.  Laura will design the card and Mike will disseminate.  The other cards would be for a physical mailing to Ct EAs who are not members.  Pricing will be researched and the board will vote on sending them at either the next meeting or via email.

3 planned for January 1/11 1-3 tax doctrine and policy.  1/19 10-12 DRS update.  1/25 3 hr annual update  5/17 international tax.  Potentially Tom G for the update in 2024.  Mike will begin to plan for the 2024 update.

Mike has begun integrating WildApricot for education.  Currently free but Apricot plus certificates would be aprox $250/month.

1/19 for the next meeting conflicts with a CPE event.  The next meeting has been scheduled for 1/20 at 11am.