Full Agenda

Agenda is in Eastern Standard Time (EST)

Each session is designated for CPE credits. Session titles & speakers are subject to change.

Monday, November 2, 2020

10:45 AM – 12:00 PM

General Session: Strategic Trends/FMI Market Forecast

Speaker: Jason Baumgarten, FMI Corporation 

Response to today’s trends will determine the winners and losers of tomorrow. FMI will give a synopsis of current and emerging trends the construction industry is facing. This presentation provides insights into some of the construction industry’s most complex business challenges and highlights what construction and design firms of the future should be doing today to respond to these challenges.

This session is designated for 1 CPE credit

12:00 PM – 12:15 PM

Industry Solution Demo: Procore 

12:15 PM – 12:30 PM

Break

12:30 PM – 1:30 PM

Concurrent Sessions

Innovating with Intelligent Operations in Small/Medium-sized Contractors

Speaker: Amanda Cole, Schuchart Corporation , Christian Geismann, Schuchart Corporation and Julian Gonzalez, Br.iq 

Schuchart will tell their story introducing who they are and the challenges/issues they faced. From there, they will explain their journey developing the innovation initiative, recognizing the need to create an “intelligent operations” task force, and the experiences they have had addressing the challenges/issues. This will also include their introduction to Briq and how Schuchart and Briq have been able to collaborate to solve some of these issues.

This session is designated for 1 CPE credit

Legal and Audit Protections for the Paycheck Protection Program

Speaker: TBD

This session is designated for 1 CPE credit

 

1:30 PM – 1:45 PM

Industry Solution Demo: HCSS

1:45 PM – 2:15 PM

Break

2:15 PM – 3:30 PM

Concurrent Sessions

Tax Update

Speaker: John Armour, CPA, Armour Consulting and Jim Lundy, Marcum, LLP and Gary Stirbis, Moss Adams

Session will review current issues impacting income taxes for contractors, as well as current Internal Revenue Service (IRS) audit trends.

This session is designated for 1.5 CPE credits

Mental Heath 

Speaker: Cal Beyer

This session is designated for 1.5 CPE credits

 

Tuesday, November 3, 2020

11:00 AM – 12:00 PM

General Session: Diversity in Construction

Mel Jones, JE Dunn

This session is designated for 1 CPE credit

12:00 PM – 12:15 PM

Industry Solution Demo: United Rentals

12:15 PM – 12:30 PM

Break

12:30 PM – 1:30 PM

Concurrent Sessions

Supply Chain Management

Speaker: Joe Piro, Gilbane Building Company

This session is designated for 1 CPE credit

What’s Next for Labor Law? The PRO Act, Independent Contractor vs. Employee

With the recent passage of AB5 in California, and the Protecting the Right to Organize (PRO) Act passing the House of Representatives earlier this year, big changes in labor and employment law could be coming. This session will focus on how changes to the definition of employee and independent contractor, unfair labor practices, and other changes could affect the construction industry.

This session is designated for 1 CPE credit

 

1:30 PM – 1:45 PM

Industry Solution Demo: Moss Adams

1:45 PM – 2:15 PM

Break

2:15 PM – 3:30 PM

Concurrent Sessions

Why Contractors Fail
Speaker: Carl Oliveri, Grassi & Co.

Construction company failures do occur, that is a reality. The session will revolve around a discussion about the red flags, financial and non-financial, you need to be aware of to identify a construction company on the brink of failure and how to navigate those murky waters.

This session is designated for 1.5 CPE credit

Managing Your Mobile Workforce

The construction workforce is highly mobile.   This session examines the contractor risks in per-diem expense accounting, accountable plan rules, and the confusing framework of compliance and proof that support employer deductibility and non-taxable treatment to employees.

This session is designated for 1.5 CPE credits

3:30 PM – 4:30 PM

Happy Hour

Wednesday, November 4, 2020

11:00 AM – 12:00 PM

General Session: Building Engagement – How to Keep Your Top Talent from Becoming Someone Else’s
Speakers: Lisa Ryan, Grategy

It’s no secret. Your best employees have the power to take their skills to your competition. The bottom line is that you are faced with an enormous challenge: keeping your top talent and best customers from becoming someone else’s!

This trend reaches far beyond just the construction industry. The Gallup organization reports close to 71% of all employees feel unsupported, detached, or disengaged from their current employer. The impact costs US businesses more than $450 billion in lost productivity each year.

Studies show that engaged employees have:

  • 50% fewer accidents
  • 41% fewer quality defects
  • 30% fewer health care costs

What if there was a better way – that didn’t require tons of effort, time or money? This session will give you the tips, tricks and real-world strategies you need to keep your top talent from becoming someone else’s.

This session is designated for 1 CPE credit

12:00 PM – 12:15 PM

Industry Solution Demo: TSYS

12:15 PM – 12:30 PM

Break

12:30 PM – 1:30 PM

Concurrent Sessions

CFO Panel Discussion
Speaker: Dave Allison

This session is designated for 1 CPE credit

Surety Update

Speaker: Chris Murphy, Travelers

This session is designated for 1 CPE credit

1:30 PM – 1:45 PM

Industry Solution Demo: COMDATA

1:45 PM – 2:15 PM

Break

2:15 PM – 3:30 PM

Concurrent Sessions

Financial Markets Update
Speaker: H. Edward Shill, QCI Asset Management Inc.

Find out more about the overall state of the economy and financial markets and how best to structure your investment strategy. Topics will include discussions on the stock market, interest rates, individual stocks, and selected investment ideas for the balance of 2020 and into 2021.

This session is designated for 1.5 CPE credits

Legal Trends Impacting the Construction Industry’s Bottom Line

Speaker: Harry Z. “Zack” Rippeon III, Partner, Smith Currie

It isn’t easy being an employer these days, let alone a construction employer. Amid a hodgepodge of state and local laws and litigation, trends are emerging across the country for construction employers—from construction defects and design liability litigation to wage theft and paid leave laws. Is your business prepared for the ensuing risks? During this session, attendees will hear about several of these trends and ways construction employers can mitigate their risk.

This session is designated for 1.5 CPE credits

Thursday, November 5, 2020

11:00 AM – 12:00 PM

General Session: Inside the Political Circus

Speaker: Matt Turkstra, Director of Congressional Relations, Tax, Fiscal Affairs, and Accounting, AGC of America

This session will provide an inside look at Washington, D.C. and its continued dysfunction, and what the spending decisions, tax debate, infrastructure proposals, health care changes, and pension and retirement reform mean to companies competing to be profitable in the construction industry.  Matt Turkstra of the Associated General Contractors of America looks at the construction policy agenda in Congress for this fall and how the 2020 Presidential election will impact the legislative agenda for Congress and the Administration in 2020 and beyond.

This session is designated for 1 CPE credit

12:00 PM – 12:15 PM

Industry Solution Demo: Prophix Software

12:15 PM – 12:30 PM

Break

12:30 PM – 1:30 PM

Concurrent Sessions

FASB Update
Speaker: Jim Kroeker, Financial Accounting Standards Board

New and upcoming accounting standards are changing financial reporting but how will they affect the construction industry? How the FASB is helping industry stakeholders successfully implement major new standards, including leases. This session will provide an overview of key projects on the FASB’s agenda.

This session is designated for 1 CPE credit

Fraud Management & Cyber Crime

Speaker: Christopher Wilkinson, Crowe LLP

With the growing use of technological advances, reduced staffing, and market conditions, the opportunities for fraud and cyber security are increasing. As attacks against data and information systems become more prevalent and malicious, it’s no longer a question of whether an attack will succeed, but when. For an organization to seize the opportunities of leveraging technology, it must strike the right balance between risk reduction, cost, and enabling the freedom to innovate. This balance needs to reflect the nature of the organization; as technology becomes increasingly critical we are seeing firms implementing a more pragmatic, proportionate approach that is focused on the most material areas of cyber risk and reflects the changing nature of the cyber threat and technological opportunity. The increasing use of technology doesn’t only impact cyber security, but also creates an opportunistic environment for internal and external fraudulent activities. This session will provide the principles for managing the risk of becoming a victim of cyber security as well as internal and external fraudulent activities. We will discuss establishing a control environment, techniques to help prevent or reduce the chance of fraud or cyber-attacks, and detection techniques to use when a fraud and/or cyber-attack event has occurred.

This session is designated for 1 CPE credit

1:30 PM – 2:00 PM

Break

2:00 PM – 3:30 PM

Roundtable Breakouts

Tax & Accounting Roundtable

Speakers: John Armour, CPA, Armour Consulting and Jim Lundy, Marcum, LLP

Interactive panel/participant program addressing hot issues relative to income tax strategies and techniques, procedures to adopt and adapt to changes with focus on questions from conference participants.

This session is designated for 1.5 CPE credits in the field of tax

Construction Business Issues Roundtable

Speakers: Dave Allison, Crossland Constuction and Richard Forrestel, Cold Spring Construction

This session is designated for 1.5 CPE credits

Technology Roundtable

Speakers: Jackie Buck, Harper Construction and Julian Gonzalez, Br.iq

The construction technology landscape is entering a new era – paving the way for a more connected future during the project lifecycle. Leaders see how technologies are changing the game with efficiencies, cost savings, data capture and reporting. Many of us are responsible for, or involved with, how to innovate practices for accounting, operations, security and compliance. With the next phase of the construction information technology revolution around the corner, are you ready? This roundtable discussion will focus on strategy, budget, implementation, products and the challenges of keeping up as consumer tech evolves.

This session is designated for 1.5 CPE credits in the field of information technology

Employment/Workforce Issues Roundtable

Speakers: TBD

This session is designated for 1.5 CPE credits

The Construction Financial Management Association (CFMA) 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 the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org.

The Certified Construction Industry Financial Professional (CCIFP) designation is the only standard to recognize financial professionals who truly know the business of construction. Credits earned at this conference are eligible toward CCIFP recertification requirements.

ABOUT THE CONFERENCE

The Construction Financial Management Conference is jointly sponsored by the Associated General Contractors of America (AGCofA) and the Construction Financial Management Association (CFMA). This conference is specifically for financial professionals in the construction industry to dialogue and address situations unique to the industry.

If you are an owner, CFO, controller, CPA, auditor, consultant, banker, surety or legal professional … this conference is for you.

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