2023 Webinars
All times listed are Pacific Standard Time.
Webinar 1: October 31, 2023
3-4:15 PM (ET)
12-1:15 PM (PT)
Casinos and Car Dealers, An Interesting Parallel to Being Data Driven and Data Actionable
Speaker: Gregg Schoppman, FMI
If you ever wondered why you weren’t getting those amazing upgrades at the casino, it could be because the casino knows more about you than you think, including how much you spend, where you spend it and when you sit in your room after a night of losing. So what? In a world where we hear so much about data, the people that run the casinos took actionable steps to make their business more profitable (which almost doesn’t seem fair). Auto dealers do much of the same thing in how they track and monitor potential buyers. In the world of construction, firms sit on a veritable gold mine of data but how many of those firms regularly use that data to make better decisions. It is one thing to be data driven and a whole other to be data actionable. Construction organizations must transform themselves to think strategically and incorporate such elements as seasonality, customer proclivities, environmental factors, supply chain variability, and even crew productivity in how they price work and position themselves in the market. In this session, participants will learn to:
- Examine the role of data-driven strategy and best of class firms through case studies
- Understand how to mine select data to make it actionable for YOUR firm
- Examine the impact of data in the construction industry and how it compares to other industries
- Understand the types of data that firms could capture and how this could influence decision making
Meet the Speaker: Gregg Schoppman
As a principal with FMI, Gregg Schoppman specializes in the areas of productivity and project management. He leads FMI’s project management consulting practice and the consulting management group of FMI’s Florida office. Gregg has completed complex and sophisticated construction projects in several different niches and geographic markets and has expertise in numerous contract delivery methods. Gregg holds a bachelor’s degree and master’s degree in civil engineering from the University of Florida, and an MBA with a concentration in international business from the University of Tampa.
Gregg was named one of the Top 25 Consultants of 2014 by Consulting Magazine and was a two-time finalist for the Association of Management Consulting Firms award for Change Management in 2012 and 2013. Gregg has been a guest speaker for the ABC, AGC, IFMA, DBIA, NECA, and CFMA.
Webinar 2: November 28, 2023
3-4:15 PM (ET)
12-1:15 PM (PT)
In the Eye of the Hurricane
Speaker: Kevin Hamernik, FORVIS, Nick Hadley, CommerceBank
This session will start with interaction of the attendees, turn to an abridged update on Key Elements of the State of the Economy, then follow with a Discussion on The Things to Consider In Times of Economic Uncertainty & Best Practices, Provide Some Color about How Lenders May respond When Times are Tough, and Conclude By Identifying Unusual Aspects of Workouts for Contractors. Participants will:
- Learn How Your Contemporaries and Market Partners Feel About the Economy and Their Business Prospects
- Leave with An Understanding of Key Market Metrics of the Economy and Historical Precedence
- Identify a Few Key Best Practice Pointers to Consider in a Softening Market to Take Home
- Gain An Insight Into What It is Like to Be In “Workout” with your Lender
Meet the Speaker: Kevin Hamernik
Kevin leads FORVIS’ restructuring and special situations team and has more than 25 years of professional experience.
Prior to joining FORVIS, he was an owner and managing member of an Indianapolis firm where he specialized in restructurings and turnarounds, financial and strategic consulting, special situations practices, financial due diligence, transaction support, debt and capital transactions and originations, forensic accounting, and litigation support.
Kevin has represented both public and private companies, banks, law firms, family offices, and private equity groups. He has served as an interim officer, chief restructuring officer (CRO), state court receiver, federal Chapter 11 trustee, and federal bankruptcy court CRO. He has provided professional depositions and testimony, both with and without written reports.
He has supported clients and their counsel in the financial elements of judicial proceedings, including preferences and fraudulent conveyances, and provided court testimony on various matters in proceedings conducted under U.S.C. 11.
Kevin also has performed financial and accounting work and forensic analysis for trustees and served as both a fact witness and an expert witness in his areas of expertise.
He is a member of the American Institute of CPAs and Indiana CPA Society. He also is a Certified Insolvency and Restructuring Advisor (CIRA).
Kevin is a graduate of Indiana University, Bloomington, with a B.S. degree in accounting
Meet the Speaker: Nick Hadley
Bio coming soon
Webinar 3: December 5, 2023
3-4:15 PM (ET)
12-1:15 PM (PT)
How to Compete & Win when Attracting the Next Generation of Talent
Speaker: Jillian Nahum, JE Dunn Construction; Rosemary Adams, JE Dunn Construction
Join two members of JE Dunn’s Talent Acquisition Leadership Team as they discuss the keys to attract and hire talent in an unprecedented market. This session will help you:
- Understand the importance of competitor intelligence and how to use that information to stay competitive in a hot market.
- Create and leverage an effective marketing strategy to attract the right talent.
- Identify creative sourcing strategies and learn how to apply them.
- Define what makes a great candidate experience and understand why it’s the ultimate key to winning the best talent!
Meet the Speaker: Jillian Nahum
Jillian Levy Nahum, SHRM-CP, is a Senior Talent Acquisition Leader for JE Dunn Construction. With more than 12 years of experience in the recruiting industry, Jillian is accountable for strategic leadership and execution of acquiring talent to support 2B+ dollars’ worth of revenue for JE Dunn’s East Region and National Verticals, including Industrial & Manufacturing, Healthcare, Life Science, and Aviation. Previously, she worked in New York City supporting finance and accounting recruiting efforts for major financial institutions. Jillian was selected for and is an active member of AGC’s Young Leadership Program as well as NAWIC Atlanta. She earned a bachelor’s degree in marketing from Florida State University.
Meet the Speaker: Rosemary Adams
Rosemary Adams is the National Director of Talent Acquisition for JE Dunn Construction where she works to align talent acquisition strategy and initiatives to organizational goals. Currently based out of Denver, she leads a team that supports professional, non-union skilled trades, and campus hiring across 4 diverse geographic regions. Rosemary’s experience spans multiple industries including financial services, where she managed talent acquisition and talent management programs for Fannie Mae, and international development, where she led international recruitment efforts for government contracts. Rosemary has previously presented at the Leap TA: Construction conference and holds a Bachelor of Arts degree from Gettysburg College.
Webinar 4: December 12, 2023
3-4:15 PM (ET)
12-1:15 PM (PT)
Ownership Transition Strategies
Speaker: S. Matthew Katz, Limbach Holdings
Few issues challenge the construction industry as acutely and persistently as ownership transition, or are more misunderstood and inefficiently executed by the principals involved. This session will:
- Discuss the concept of creating Enduring Transactable Value
- Explore the advantages and disadvantages of common ownership transition strategies
- Review the art and science of valuation methodologies employed by buyers
- Develop strategies for executing an ownership transition process that is efficient and maximizes value
Meet the Speaker: S. Matthew Katz
Matt Katz is the Executive Vice President – Mergers, Acquisitions and Capital Markets, for Limbach Holdings, Inc. Limbach is a NASDAQ-listed integrated building systems solutions firm whose expertise is in the design, prefabrication, installation, management and maintenance of heating, ventilation, air-conditioning (“HVAC”), mechanical, electrical, plumbing and controls systems.
Matt has 25 years of experience acquiring family-owned and operated businesses, including in the infrastructure services industry, and working with entrepreneurs to drive growth and create enterprise value. At Limbach, he leads the Company’s initiative to source, execute and integrate acquisition opportunities, and supports corporate and strategic development, balance sheet transactions and other projects.
Prior to joining Limbach, Matt served as a Director in the Fund Liquidity Solutions Group at Crestline Investors, a private investment firm. At Crestline, Matt oversaw the growth and/or disposition of a portfolio of distressed investments, including in the packaging, steel and infrastructure products sectors.
From 2000 to 2015, Matt was a Managing Director at FdG Associates, a New York-based middle market private equity firm. While at FdG, Matt focused on the sourcing, execution and oversight of the firm’s investments in family- and entrepreneur owned businesses in the lower middle market. Matt’s investment activity spanned a diverse array of businesses and industries, including building products, specialty retail, value-added distribution, precision machining and infrastructure and construction services.
Prior to joining FdG in 2000, Matt was an investment banking Analyst in the Global Natural Resources Group at Lehman Brothers where he assisted in mergers, acquisitions and financing transactions for businesses in the coal, exploration and production, and midstream pipeline sectors.
Over the course of Matt’s career, he has developed an affinity for, and deep insight into, investments in the construction services sector. He has developed an extensive network of relationships among investment bankers, intermediaries and business brokers; lenders and other financing sources; surety providers; and industry focused consultants and and executives. Matt has also shared his experiences and perspectives on investment activity and ownership transition in the industry as a panel speaker at conferences including the Lincoln International and L.E.K. Consulting Building and Infrastructure Conference, the PICPA Construction Industry Conference, and the CFMA Greater Pittsburgh Construction Industry Conference. He’s also been a contributor to publications including Buyouts, the Association for Corporate Growth’s Middle Market Growth, Mergers & Acquisitions, and CohnReznick’s quarterly newsletter.
Matt attended Williams College where he graduated with a B.A. in History with a concentration in Colonial and Revolutionary America.
Webinar Pricing
– Free to conference attendees, we will preregister attendees for the webinars.
– $49 for CFMA & AGC members who didn’t attend conference.
– $69 for non-members.