2024 Webinars
All times listed are Pacific Standard Time.
Webinar 1: November 19, 2024
3-3:50 PM (ET)
12-12:50 PM (PT)
Cash Flow & Treasury Management in a Volatile Market
Speakers: Chris Gewain, Moss Adams; Dominic Cellitti, Moss Adams
Building on current economic and industry trends discussed earlier in the conference, this session will delve specifically into the topics of cash flow and treasury management for contractors in a volatile market. Join an interactive discussion that addresses the many aspects of this critical issue, including operational risk evaluation, protecting and improving cash flow, process improvement, tax efficiency and much more.
Learning Objectives:
- Identify best practices for cash flow and liquidity management
- Understand how market variability can affect your company’s current cash management and future growth.
- Recognize the key factors of operational risk assessment and how they impact cash flow and treasury management within your organization
- Evaluate the components of cash flow analysis, risk management, tax efficiency and other factors to gain competitive advantage
Meet the Speaker: Chris Gewain
Chris is a Partner with Moss Adams in Irving, Ca. He has practiced public accounting since 2003. He manages audits for construction and employee benefit plan clients. Chris provides business consulting and accounting services to financial management personnel and owners of construction businesses, including internal control and financial reporting system matters; billing practices and cash flow improvements; business owner succession planning; and tax planning and other compliance issues. He has presented on various topics related to the construction industry and employee benefit plans and has written numerous articles for construction organizations including Building Profits. He currently sits on CFMA’s Publications committee.
Meet the Speaker: Dominic Cellitti
Dominic is a lead advisor for Moss Adams Wealth Advisors, based in the Pacific Northwest. Dominic is a Certified Financial Planner, member of the Moss Adams Investment Committee, and heads the firm’s private investment platform. Primarily serving closely held businesses, executives, and families, he helps them prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.
Webinar 2: November 26, 2024
3-4:15 PM (ET)
12-1:15 PM (PT)
Fraud in 2024
Speaker: Bryan Callahan, Forvis
There is a lot of change going on. Cyber threats, geo-political instability, the AI boom, etc. So many distractions and things to focus on. Fraudsters love it when you are distracted. See how the more things change, the more they stay the same when it comes to fraud.
Learning Objectives:
- Explore and identify the latest fraud trends through detailed case studies.
- Review and analyze key findings from the 2024 Report to the Nations on Occupational Fraud & Abuse.
- Understand strategies and techniques to mitigate and detect fraud early, enabling you to prevent potential losses effectively.
Meet the Speaker: Bryan Callahan
Bryan is a partner with the Forensics & Valuation service line. He focuses on providing litigation consulting, fraud investigation, and forensic accounting services related to calculations of breach of contract damages, lost business value, intellectual property claims, shareholder disputes, overbilling disputes, post-acquisition disputes, construction claims, misappropriation of assets, fidelity bond claims, and fraudulent financial reporting.
Webinar 3: December 3, 2024
3-4:15 PM (ET)
12-1:15 PM (PT)
IRA Energy Credits: Opportunities & Challenges for Contractors at the Crossroads of Tax & Labor Law
Speaker: Laura Cataldo, Baker Tilly
The Inflation Reduction Act (IRA) created game-changing opportunities for many projects to capitalize on the largest energy investment in US history through tax credits. Complying with prevailing wage & apprenticeship (PW&A) under IRA can significantly enhance credit value by 5x and therefore many project owners are asking contractors to comply. It took nearly two years for the prevailing wage & apprenticeship requirement final rule – leaving many contractors in a state of flux as project owners are pushing penalties and/or loss of credit to contractors. Yet, this is also a perfect opportunity to take advantage of the $270B of tax credits and incentives in the longest running US energy policy.
Unfortunately, being ‘in accordance with’ Davis-Bacon but not a covered act, has created significant confusion for both credit seekers and contractors. This is tax credit compliance for the IRS and there are record-keeping requirements for an extended period of time. Baker Tilly will review fundamentals of the IRA base and adder credits, including domestic content, energy community and prevailing wage. This session will review the final PWA rule, explain recordkeeping and provide recommendations on how contractors can help their projects comply.
Learning Objectives:
- Recognize the significance of the IRA in creating opportunities for energy projects through tax credits.
- Understand the compliance requirements of the IRA prevailing wage and apprenticeship (PWA) requirement final rule.
- Acknowledge he IRS’s record-keeping requirements related to tax credit compliance and maintaining records to defend under IRS audit.
Meet the Speaker: Laura Cataldo
Laura Cataldo is National Director of Construction Advisory and Firm Leader for Baker Tilly’s IRA Energy Credit Compliance. She has more than 25 years of experience working with the construction industry. She is recognized nationally as a leader in construction industry workforce and labor matters and is a frequent presenter and author on industry matters.
Webinar 4: January 7, 2025
3-4:15 PM (ET)
12-1:15 PM (PT)
Developing Enterprise Leaders in the AEC Industry
Speaker: Tracey Smith, FMI
FMI’s 2023 Talent Survey revealed that 93% of companies struggle to hire qualified candidates. This challenge is acutely felt at the executive level, with a 22% turnover rate anticipated over the next five years. In addition, research from DDI’s Leadership Transitions Report indicates significant acclimation challenges at the executive level, with a failure rate of 47% for external hires and 35% for internal promotions. With the rate of growth & change within the industry, there is a need to accelerate senior-level leadership development and future leaders’ ability to understand the business from an enterprise level.
Learning Objectives:
- Identify the key challenges associated with transitioning to executive leadership roles in the AEC environment.
- Define the core attributes that allow individuals to successfully transition to higher levels of leadership.
- Outline the skill development and experiences that facilitate effective transitions to higher levels of leadership.
Meet the Speaker: Tracey Smith
Tracey Smith leads FMI’s Organization Development discipline within the Leadership and Organizational Development practice, partnering with architecture, engineering and construction firms to build enduring companies through exceptional enterprise-level leadership. She approaches organizational challenges with a blend of up-front assessment and in-person collaboration to help clients solve their most pressing issues.
Tracey’s extensive experience leveraging high-performing team concepts to align organizational structure and processes helps increase leadership capacity. Her clients have spanned the industry, from family-owned architectural firms to multi-billion-dollar contractors.
In addition to client work, Tracey is a frequent speaker at conferences and other events on leadership development and building leadership strategies to achieve strategic goals.
Prior to joining FMI, Tracey completed a successful 20-year Air Force career as an aircraft maintenance officer. Her hands-on experience of leading teams of seven to 1,000 members gives her a wide variety of experience and deep insights into the opportunities and challenges leaders face at every level.
Licenses & Certifications:
Green Belt certificate in continuous process improvement
Capabilities
Leadership Training
Content Development
Organizational consulting
Industries
Construction
Engineering
Education
Master of Arts, Human Resource Development, Webster University; Master of Arts, Counseling and Leadership Development, the University of Colorado at Colorado Springs
Bachelor of Science, Psychology, the United States Air Force Academy
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.