ninth annual louisiana joint cfma conference · 2014. 11. 12. · ninth annual louisiana joint cfma...

Ninth Annual Louisiana Joint CFMA Conference

Agenda-at-a-Glance

Thursday, August 4, 2011 (8 hrs CPE)

Risk Management - (8:30am-12pm) Greg Stefan - Arch Insurance Group

CEO Panel - (1pm-3pm)

Randy Gilchrist - Gilchrist Construction Company Larry Gibbs - Gibbs Construction

Steve Stumpf - Durr Heavy Construction Newton Thomas - The Newtron Group

Project Management- (3pm-5pm)

Gilchrist Construction Company

Cocktail Reception - (5pm-7pm)

Friday, August 5, 2011 (4hrs CPE)

CFMA National Representative - (8am-8:15am)

Construction Financial Update - (8:15am-12:30pm) • Eric Wallace – Carbis Walker, LLP

2011 CFMA Buckeye Construction Conference

September 14-15, 2011

Agenda

Wednesday, September 14, 2011 9:00 am-Continental Breakfast

10:00 am-4:30 pm-Program

Thursday, September 15, 2011 7:00 am-Buffet Breakfast

8:00 am-3:00 pm Program

Conference will be held at the Millennium Hotel in the

Bronze A room.

Hotel Accommodations

Millennium Hotel-Downtown Cincinnati

150 West Fifth Street Cincinnati, OH 45202-2393 $129 per night if registered

by 8.23.11 Reservation: 513.352.2100 or

800.876.2100 Reference “CFMA 2011 Buckeye Conference”

The first 70 registrants receive a Reds ticket. Although a Reds ticket is included, registering early is the best way to guarantee a ticket to the Reds game.

Cost Full Conference Day 1 plus 9/14 Reds Ticket

Day 2 plus 9/14 Reds Ticket

Early Bird Special CFMA Member $250.00 $150.00 $150.00

Non-Member $300.00 $175.00 $175.00

After 8.23.11 CFMA Member $300.00 $175.00 $175.00

Non-Member $350.00 $200.00 $200.00

Registration Company Name: Phone Number:

Name/Title: Email:

Name/Title: Email:

Name/Title: Email:

Attendees will receive 16 CPE credits Send registration form & check make payable to CFMA to: Dan Owens VonLehman & Company 4755 Lake Forest Drive Cincinnati, OH 45242-3836 P: 513.891.5911 F: 513.891.5969 [email protected]

Agenda


Wednesday & Thursday, September 14th & 15th, 2011

In Appreciation of our Sponsors

Viewpoint Construction Software

ComputerEase

Plante Moran

GraydonHead

Liberty Mutual Surety

Mort White Bushman CPAs

Westfield Insurance

VonLehman CPA & Advisory Firm

Paychex One-Source Solutions

Neace Lukens Insurance & Bonding

Agenda

Wednesday, September 14, 2011 9:00 am-Registration/Breakfast 10:00 am-4:30 pm Opening Remarks 10:00-10:15 Avoiding the Pitfalls of Inclusion Non Compliance Allyson Cook, Graydon Head 10:15-11:15 ComputerEase and Paperless Environments Update Steve Jordan, Paperless Environments and John Meibers, ComputerEase 11:15-12:00 Lunch 12:00-12:45 The Lessons of Resilience Roger Hall, Business Psychologist 12:45-1:30 Constructing your Social Media Roadmap Matthew Dooley, Dooley Media 1:30-2:15 Break 2:15-2:30 GC/Sub Panel Moderator-Roy Bushman, CPA of Mort White Bushman GC-Paul Hitter, Messer Construction GC-Mark Kusner, The Lathrop Company GC-Bob Bertke, Turner Construction Sub-Bill Evans, Apex Environmental Sub-Ed Bulach, Nelson Stark Company Sub-Majid Samarghandi, Triton Services 2:30-4:30 Cincinnati Reds vs. Chicago Cubs game Meet in lobby at 6:30. Game begins at 7:10.

Thursday, September 15, 2011 7:00 am-Registration/Breakfast 8:00 am-3:00 pm Changes in the Surety World-Panel Discussion Tim Mikolajewski, President, Liberty Mutual Surety Rick Kinnaird, Head of Surety, Westfield David Olson, Attorney, Frost Brown Todd Mark Nelson, Surety Practice Leader, Neace Lukens 8:00-9:30

Break 9:30-9:45

Legislative Update Bill Seitz, Ohio Senate 9:45-10:45

The Future of Green Energy Strategies Steve Melink, President, Melink Corporation 10:45-11:30

Lunch 11:30-12:15

Technology Update Dick Thomas, Steed Hammond Paul 12:15-12:45

Energized Cost Segregation Eric Ernst, Neace Lukens 12:45-1:15

Break 1:15-1:30

Technology Update Mark Oldenquist, Principal, Multivista Construction Documentation 1:30-2:00

Renewable Energy Services John Michel, CPA, Barnes Dennig 2:00-2:30 Cloud Computing Chris Lane, VL Technology, LLC 2:30-3:00

The CFMA Buckeye Conference Presented by the Northwest Ohio &

Greater Cincinnati Chapters Cincinnati, Ohio

Sponsorship Opportunities are now available. ▪ Please complete the section below for the option your company would like to sponsor. Company Name:____________________________________ CFMA Member Name:________________________________ Wishes to Sponsor:__________________________________ Amount of Sponsorship:$_______________ Contact Number: (_____)_____-_________ Please send sponsorship registrations to: Mark Nelson, Neace Lukens 895 Central Avenue, Suite 1100 Cincinnati, OH 45202 [email protected] 513.624.1746

Wednesday & Thursday, September 14th & 15th 2011

222000111111 CCCFFFMMMAAA BBBuuuccckkkeeeyyyeee CCCooonnnssstttrrruuuccctttiiiooonnn CCCooonnnfffeeerrreeennnccceee

Option Amount

REDS GAME NIGHT (includes private deck & dinner) $3,500.00 Conference Room $3,000.00 Contractor Panel-What Keeps the CFO Awake at Night $2,000.00 Energy Panel-Why Green Makes Sense $2,000.00 Surety Panel-State of the Industry & What it Means to You $2,000.00 1st Day Continental Breakfast $750.00 1st Day Lunch $1,000.00 2nd Day Breakfast Buffet $750.00 2nd Day Lunch $1,000.00 Speaker $1,000.00 Speaker $1,000.00

▪ More information regarding conference speakers and topics will be sent out as the event approaches. ▪ Thanks to everyone who is participating in this event; we are looking forward to having a great time!

▪ Recognition: - Your company will be recognized at the beginning of each day. - Your Logo on printed materials. - You may provide a power-point presentation which will be on display during the conference.

Agenda

In Appreciation of our Sponsors

Viewpoint Construction Software

ComputerEase

Plante Moran

GraydonHead

Liberty Mutual Surety

Mort White Bushman CPAs

Westfield Insurance

VonLehman CPA & Advisory Firm

PayChex One-Source Solutions

Neace Lukens Insurance & Bonding


September 14-15, 2011

CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATIONThe Source & Resource for Construction Financial Excellence

Thursday, September 22, 2011

The Pines at Genesee • Golden, ColoradoPRESENTED BY: THE COLORADO CHAPTER OF CFMA

COLORADO 2011 CFMA

Construction Conference

AGENDA

7:30 – 8:30 a.m. Registration/Continental Breakfast/Networking

8:30 – 8:35 a.m. Welcome & Greeting

8:35 – 9:45 a.m. Trends in the U.S. Construction Market: 2011 and Beyond JAKE APPLEMAN, FMI CORPORATION

9:45 – 10:00 a.m. Morning Break

10:00 – 11:00 a.m. Insurance & Surety Update JODY WRIGHT, LOCKTON COMPANIES LLC

11:00 – 12:00 p.m. Accounting & Tax Update JOHN ARMOUR, CBIZ MHM

12:00 – 1:00 p.m. Lunch Break

1:00 – 2:00 p.m. Cloud Computing CAROLYN DUFFY, HEIN & ASSOCIATES LLP

2:00 – 3:00 p.m. Banking Update JON ROBINSON & JOHN MASTRO, UMB BANK COLORADO, N.A.

3:00 – 3:15 p.m. Afternoon Break

3:15 – 4:15 p.m. The Art of Leadership MIKE MOLARO, CFMA

4:15 – 4:45 p.m. Open Discussion and Wrap-up

4:45 – 6:00 p.m. Networking Social

2 0 1 1 C F M A C o l o r a d o C o n s t r u c t i o n C o n f e r e n c e

DIRECTIONS FROM DENVER

Take I-70 west, to Genesee Park (Exit 254).

Turn left, cross over the highway.

This “dead-ends” and you must turn right or left.

Turn left, onto Genesee Trail Road.

Take the second right onto Park Point Drive.

Follow to the traffic circle.

(FYI: mail box in middle of traffic circle)

Go straight through traffic circle, the road will dead-end into The Pines at Genesee.

7 Hours of CPE Credits! REGISTER NOW

SPEAKERS

Construction Financial Management Association (CFMA) is the only non-profit organization dedicated to serving the financial professional in the construction industry. Established in 1981, CFMA now boasts over 7,000 members and 87 chapters in major cities across the United States. CFMA is the communications leader and premier source of education and information about those aspects of financial management unique to the construction industry.

CFMA meets the needs of a broad spectrum of financial managers: CFOs, treasurers, controllers, and accountants. CFMA’s General Membership represents all types of contractors, including generals and subcontractors as well as developers, construction managers, architects, engineers, principals and material and equipment suppliers.

ABOUT CFMA

JAKE APPLEMAN, FMI Corporation. Jake is a consultant with FMI, management

consultants and investment bankers for the construction industry. As a member of the

Leadership and Organizational Development Group, Jake is committed to partnering with

architecture, engineering and construction organizations to develop exceptional leadership.

In his role as Director of FMI’s Executive Coaching practice, Jake works one-on-one with

senior leaders to help them achieve their personal and organizational goals. He also works

with organizations in implementing cultural and strategic change. Jake’s areas of expertise

include training, strategic human resource management, instructional design and statistical

analysis. He brings consulting experience from small start-up organizations, government

organizations, and Fortune 500 companies.

Jake holds a Master of Arts degree in industrial/organizational psychology from the University

of Colorado, a degree focused on maximizing the impact of individuals and organizations. He

is an alumnus of Montana State University, where he graduated with a bachelor of science

degree in applied psychology.

JODY WRIGHT, Senior Vice President Construction Department Manager; Lockton Companies, LLC. As Senior Vice President/Construction Department Manager, Jody is

responsible for risk management consulting, insurance brokering, and service for Lockton’s

clients involved in construction, architecture and engineering, and real estate development.

He is a resource for all Lockton clients and has direct responsibility to provide service to a

group of major accounts. Jody also assists with insurance carrier relationship management,

associate education and development, and quality assurance.

Jody has managed risk on projects ranging from high rise office and residential buildings,

major infrastructure projects, single family homes, pipeline, hospital, student/military hous-

ing, hospitality, resort and multi-family construction, and light rail and transportation.

JOHN ARMOUR, CPA CCIFP; CBIZ MHM, LLC (formerly Brockmann, Armour, & Co. LLC). Mr. Armour has served construction clients since 1970 and is a frequent speaker

to construction trade associations. John is the West Region Director of Construction Services

for CBIZ and is a shareholder in Mayer Hoffman McCann PC, an independent CPA firm. John

is a member of the Board of Advisors and contributor to the Journal of Construction Account-

ing and Taxation. John also serves on the Tax and Fiscal Affairs Committee of the Associated

General Contractors of America, and is a founding member of the Construction Financial

Management Association, Colorado Chapter.

CAROLYN DUFFY, CPA, Director of Business Advisory Services; Hein & Associates . Carolyn has over 26 years of tax, audit, and consulting experience, and serves as Director of

Business Advisory Services in the Denver office of Hein & Associates. Carolyn leads the SOX

404 and IT service lines and was instrumental in designing and implementing the associated

methodologies. She specializes in assisting clients of all sizes with process re-engineering,

IT management, software assessment, and implementation management, including IT

integration in support of mergers and acquisitions and IT review in relation to due diligence

services. Carolyn also has extensive experience with managing Section 404 of Sarbanes-Oxley

(SOX 404) consulting projects for both financial and IT controls as well as SAS70 Type II and

SysTrust projects.

Carolyn is a member of the American Institute of Certified Public Accountants (AICPA),

Institute of Internal Auditors (IIA), Construction Financial Managers Association (CFMA),

the Colorado Society of Certified Public Accountants (COCPA), Association of General

Contractors (AGC), and the Information Systems Audit and Control Association (ISACA). She

received her Bachelor of Science in Mathematics form Marquette University, and her Masters of

Science in Accounting from the University of Colorado.

JON ROBINSON, CEO & Chief Lending Officer; UMB Bank Colorado. Jon Robinson

is CEO for UMB Bank Colorado. Mr. Robinson joined UMB Bank Colorado in 1981 and is

responsible for developing overall strategic direction and ensuring execution of the com-

pany’s key strategies and plans. During his 30 year career in banking, he has worked in both

operations and commercial lending. Prior to his current position, he was President of UMB

Bank Colorado.

Mr. Robinson is an active member in the Denver community. He currently serves as chair-

man of the board for the Metropolitan State College Foundation, board member of Denver

Health Medical Plan, Inc., board member of the Metro Denver Economic Development Corp.,

board member of the Downtown Denver Partnership Inc, and a board member for Junior

Achievement.

A resident of Colorado for more than 30 years, Mr. Robinson earned a Bachelor of Science

degree in accounting from Metropolitan State College where he continues to be an active

alumnus.

JOHN MASTRO, Senior Vice President in the Commercial Loan Department; UMB Bank Colorado. John graduated from the University of Denver in 1999 and began his career

with UMB as a Credit Analyst in January 2000. In January 2002, John was promoted to a com-

mercial lending position. His background includes financial analysis/underwriting; commer-

cial and small business lending; construction and real estate lending and floor plan lending.

For the last ten years, John has been active with Junior Achievement in coordinating UMB’s

participation in the JA Bowl-A-Thon. In 2008, he joined Denver Active 20/30, a local non-

profit group of approximately 80 men that raise money for under privileged kids located in

Colorado. Since joining, he has remained one of the organization’s top 5 fund raisers. In

2009, he was elected to co-chair the non-profit’s annual Christmas for Kids event which

was one of the most successful of its kind in its 27+ year history. Since 2008, he has been

appointed to the charity review committee, a group of 6 individuals, which make the final rec-

ommendations on the distributions of funds. In 2010 and again in 2011, John was appointed

to chair the auction committee for the Schomp BMW Polo Classic – the non profits largest

annual fundraiser. In March 2011, John was named by the Denver Business Journal to the

2011 Class of “40 Under 40.”

MIKE MOLARO, CFMA Director, Chapter Services. Mike is CFMA Director, Chapter

Services, and staff co-chair of the Chapter Resource Committee and its seven subcommittees:

Chapter Ambassador Program, Chapter Formation, Chapter Operations Manual, Chapter

Recognition Program, Chapter Summit, Life Cycle and Mentoring, and Satellite Chapters. He

is also staff co-chair of the Leadership Development Committee.

Among his responsibilities are CFMA at Spring Creek—The Annual Retreat for Incoming

Chapter Presidents; the multi-media Chapter Recognition Program Awards Breakfast held dur-

ing the Annual Conference & Exhibition; the Chapter Leadership and Operations Handbook,

updated annually on the CFMA Web site; “Chap Chats,” a bi-monthly newsletter electronically

sent to chapter leaders; the annual Chapter Summit held in conjunction with CFMA’s Annual

Conference & Exhibition; the formation of new CFMA chapters and satellite chapters of existing

CFMA chapters; and CFMA’s National Mentoring Program.

Mike received a BA in Communications from the William Paterson College of New Jersey in

May 1979.

2 0 1 1 C F M A C o l o r a d o C o n s t r u c t i o n C o n f e r e n c e

THURSDAY, SEPTEMBER 22, 2011

The Pines at Genesee633 Park Point Drive, Golden, CO 80401

Name ____________________________________________________ Title __________________________________________

Name for Badge (if different) ______________________________________________________________________________________

Firm _______________________________________________________________________________________________________

Address _____________________________________________________________________________________________________

City, State, Zip _________________________________________________________________________________________________

Phone ____________________________________________________ Fax __________________________________________

E-Mail Address _______________________________________________________________________________________________

Special Dietary Needs___________________________________________________________________________________________

COLORADO 2011 CFMA

Construction Conference

REGISTRATION

NO REFUNDS WILL BE ISSUED AFTER

SEPTEMBER 15, 2011

Registration Fees: MEMBER NON-MEMBER $249 $279

Payment Options:

n Enclosed is my check for $ _______________________ payable to CFMA.

Mail Registrations: Ted Kijanka c/o PCL Construction Enterprises, Inc. 2000 South Colorado Blvd., #2-500 Denver, CO 80222

Online Registrations: www.colorado.cfma.org/events

Attire: Business Casual Please bring a jacket or sweater, as room temperatures may vary.

Registration FormPlease use photocopies of this form for additional registrations.

Ohio Valley Construction ConferenceSept. 22 and 23, 2011 - 13 hours of CPE

___ Member discount fee: $250 (for CFMA, KyCPA and AGC members) ___ Non Member fee: $275

Name__________________________________Firm/Company_______________________________________Address ________________________________City/State/Zip _______________________________________Phone______________________Fax __________________Email_____________________________________

___ Special Needs: Please check here if you are disabled or require special services. Attach a written description of needs.

Early discount: Registrants may reduce registration fees by $25 if payment and forms are received more than (30) days prior to the conference date.Group discount: See general information for details. KyCPA Member CFMA Member AGC Member Non-CPA Staff Other State Society Non-member

Payment options - Check or Credit Card

Total Amount $___________ ___ Company ___ Personal___ Enclosed is a check payable to KyCPA___ Please charge MC/Visa/AMEX _________________________________Exp. Date________

Signature_____________________________________

Please return to: KyCPA, 1735 Alliant Avenue, Louisville, KY 40299-6326 Phone: 502.266.5272 / 800.292.1754 (in KY) FAX: 502.261.9512Register online at kycpa.org.

The Certified Construction Industry Financial Professional test will be administered on the Wednesday afternoon Sept. 21 at Horseshoe Casino. Contact Sarah Bettison at 609.945.2400 for more information or to register. www.iccifp.org

PRSRT STDU.S. Postage

PAIDUnited Mail

Thank you to our Sponsors

DEAN DORTON

ALLENFORD

Gold Sponsor

Silver Sponsors

HARDING, SHYMANSKI & COMPANY, P.S.C.

Certified Public Accountants and Consultants

Bronze Sponsors

Lanyard Sponsor

Power Station Sponsor

Economic Update Sponsor

General SponsorsABEL Construction Company; Congleton-Hacker Company; Garrett-Stotz; K.B. Parrish & Co. LLP; Louis T. Roth & Co.; Old National Bank; United Electric

The CFMA, KyCPA and AGC of Kentucky proudly presents the

Ohio Valley Construction Conference

Sept. 22 and 23 Horseshoe Southern Indiana

13 hours of CPE

Kentuckiana chapterTri-State Indiana chapter Bluegrass chapterCentral Indiana chapter Middle Tennessee chapter

Material Sponsor

General InformationOhio Valley Construction ConferenceSept. 22 and 23 - 13 hours of CPE - Horseshoe Southern Indiana, Bossier City Room

Member discount fee: $250 (for CFMA, KyCPA and AGC members)

Non Member fee: $275

We are excited to announce the inaugural Ohio Valley Construction conference organized by CFMA, KyCPA and AGC of KY!Early discount: Registrants may reduce registration fees by $25 if payment and forms are received more than (30) days prior to the conference date.Group discount: This discount is available to CFMA, AGC and KyCPA members and their staff. (Register 6 or more attendees from the same company and save $25 per registrant). Please submit all group registrations at the same time with payment. This discount is not available online.Cancellation: Cancellations received after Sept. 16 will be subject to an administration fee of $25. Cancellations after Sept. 20 and no shows will receive NO REFUND.Lodging: Rooms are being held at the Horseshoe Southern Indiana; Elizabeth In. Registrants must indicate their attendance at the CFMA/KyCPA conference to receive the special room rate of $87. To make reservations, call the hotel at 866.766.2671. Please make your reservations by Sept. 7. (Sleeping room cancellation fees and policies are subject to hotel rules and may differ from conference registration cancellations.)

ScheduleThursday, Sept. 22 (6 hours of CPE) 9:30 – 10:00 Registration

10:00 – 10:10 Welcome and Announcements Jeff Nuttall, Kentuckiana chapter

of CFMA, Abel Construction Co., Louisville

10:10 – 12:00 Key Performance Indicators that Drive Best Practices

This dynamic session presented by FMI, one of the leading consulting firms to the construction industry, will allow participants to gain a better understanding of linkage between financial and operations management.

Michael Clancy, FMI Corporation, Raleigh, N.C.

12:00 – 1:00 Lunch

1:00 – 1:50 Succession Planning Issues and Valuation ConsiderationsThis session will help construction financial managers (CFMs) and their advisors identify their role in the succession planning process, understand various succession options and enhance

8:05 – 9:20 CFO Panel Moderator-led discussion to share and

exchange best practices related to project management involvement, interaction of CFO with operations, financial reporting and related topics.

Jeff Nuttall, Moderator, Kentuckiana chapter of CFMA, Abel Construction Co., Louisville Sean Barnett, Spohn Associates, Inc, Indianapolis, Ind. Scott Parker, Gray Construction, Lexington Dennis Perrey, Energy Systems Group, Newburgh, Ind.

9:20 – 10:10 Social Media – Marketing Benefits and HR Risk IssuesThis session will help CFMs and their advisors understand how social media can be a tremendous tool for marketing your business and keeping up with the emerging trends in the marketplace, but also can present new and unique risks from a human resource perspective. Matt DeVries, Stites & Harbison, Nashville, Tenn.

10:10 – 10:20 Break

10:20 – 11:10 FASB UpdateThis update will address the various FASB projects underway which are impacting the construction industry and participants will learn what they need to be doing now to prepare for these impending changes. Topics will include revenue recognition, lease accounting, multiemployer pension plans disclosures and contingencies. We will also discuss the status of private company financial reporting initiatives. Jerry Henderson, CPA, CCIFP, BKD, Louisville

11:10 – 12:00 Tax UpdateThis tax update will help CFMs and their advisors understand recent changes in tax laws, including court cases, PLRs, and similar interpretations affecting the construction industry. Doug Dean, CPA, Dean Dorton Allen Ford, Lexington

12:00 – 1:00 Lunch

1:00 – 1:50 Lien Laws: Tips & Pitfalls for the Four State Area – Ky., Ind., Ohio & Tenn.This session will equip CFMs and their advisors with an improved understanding of pitfalls related to lien laws and bond rights in these states, and will also offer planning tips for improved lien release management. Mike Shull, Terry Brookie, Chris Dutton and Tim Crenshaw from Frost Brown Todd’s, Louisville, Indianapolis, Cincinnati and Nashville offices.

1:50 – 2:00 Break

Matt DeVries, Stites & Harbison, focuses primarily on construction and business litigation. DeVries represents contractors, subcontractors, design-builders, owners, developers and design professionals. Christopher J. Dutton, is a senior associate at Frost Brown Todd LLC. Dutton practices in the litigation department and is a primary member of FBT’s Construction Law Group.

Jerry Heming, Van Meter Insurance Agency, interacts with all offices to further develop relationships with existing carriers as well as developing new market opportunities. Heming serves on the board of directors of VMI.

Jerry Henderson, CPA CCIFP, BKD, is the firm-wide leader of BKD National Construction & Real Estate Group. Henderson provides technical input on matters unique to the construction and real estate industry.

Larry LeClaire, director of government affairs for NASBP, Washington, DC, has advocated policy interests on behalf of trade and professional associations.

Todd Loehnert, senior vice president and bond manager at Wells Fargo Insurance Services of Ky., Inc. Loehnert has 25 years of experience in the industry.

Phyllis Milliner, claims manager for Van Meter Insurance Agency, which has been actively involved in mitigating over $323 million in client claims over the past five years.

Scott Parker, CPA, VP, heads up all finance accounting, risk management, information technology and project financing activities for Gray Construction.

Dennis Perry, vice president/ chief accounting officer for Energy Systems Group. He is responsible for the day-to-day management of the accounting, information technology and measurement & verification functions.

C. Michael Shull, III, Frost Brown Todd LLC, focuses his practice on construction law and litigation. He has experience with claims involving delay costs, differing site conditions, defective plans and specifications, change order disputes and more.

Randy Schulz, CPA, is vice president in client services at Harding, Shymanski & Company, PSC. Schulz serves as one of the firm’s lead construction/contractor industry specialists.

Kenneth D. Simonson, chief economist for the Associated General Contractors of America. He provides insight into the economy and what it implies for construction and related industries through frequent media interviews, presentations and The Data DIGest.

Chris Sweeney, Van Meter Insurance has experience in the large property & casualty insurance arena. He represents both domestic and international clients.

Dave Walla, account executive officer with Aetna/Travelers Bond of Cincinnati. He is a member of the CFMA Cincinnati chapter.

their knowledge of how company valuation is determined and affected by various decisions. Randy Schulz, CPA, Harding, Shymanski & Company, PSC, Evansville, Ind.

1:50 – 2:00 Break

2:00 – 2:50 Economic Update Hear the latest information on economic

trends impacting demand for new construction projects and how these trends may have a direct impact on your business. We are pleased to have Ken Simonson, the leading voice for the construction industry on economic topics, to present this session.

Ken Simonson, Associated General Contractors of America, Arlington, Va.

2:50 – 3:20 Networking and refreshment break

3:20 – 4:10 Surety PanelThis panel of surety industry experts will address the prevailing trends impacting bonding within the construction industry. Participants who complete this session will benefit from a current update of the status of the surety industry as well as have an increased understanding of the future direction of the surety industry. Participants will also gain valuable ideas for maintaining/expanding bonding credit lines.

Todd Loehnert, Wells Fargo Insurance Services USA, Inc. Louisville Larry LeClaire, NASBP, Washington, D.C. Dave Walla, Aetna/Travelers Bond, Cincinnati, Ohio.

4:10 – 5:00 Risk Management PanelOur panel of insurance risk management experts will address recent developments in property & casualty programs within the construction industry. Participants who complete this session will leave with valuable ideas for improving risk management within their organization as well as benefit from ideas for controlling claims and premium costs.

Chris Sweeny, Phyllis Milliner, and Jerry Heming, Van Meter Insurance Group, Bowling Green

5:00 – 5:10 Concluding RemarksMark Schaeffer, CPA, CCIFP, OVC Conference Chair, Bowden Wood CPAs, LouisvilleStuart Binstock, CFMA National, Princeton, N.J.

5:30– 6:30 Networking Reception

Friday, Sept. 23 (7 hours of CPE)7:30 – 8:00 Registration/Continental Breakfast

8:00 – 8:05 Welcome and Opening RemarksPaul Esche, CFMA Tri-State, Harding, Shymanski and Company, PSC, Evansville Ind.

2:00 – 2:50 Technology Trends in Construction ManagementThis presentation will provide a brief overview of current technology trends impacting the construction industry and recommendations when considering solutions. Topics will include: bridging the gap between estimating, job cost management and budgeting, Establishing enterprise-wide communication and collaboration, and establishing a business continuity plan. William J. Craig CPA, Computer Guidance, Scottsdale, Ariz.

2:50 – 3:15 What Every CFO should Know about Fraud RisksThis session will address the fraud risks that are frequently found in the construction industry and will help contractors identify the steps they can take to help reduce these risks. Drew Chambers, CPA, CFE, Mountjoy Chilton Medley, PLLC, Louisville

3:15 – 3:30 Concluding remarks and reminders Jim Phillips, CFMA Central Indiana

Chapter, Old National Insurance, Indianapolis, Ind.

Speakers and PanelistsSean Barnett, has 20 years of experience in the construction and architectural industry. He is responsible for the administration and financial functions of the daily operations of the office for Spohn Associates. Terrence L. Brookie, member of the law firm of Frost Brown Todd LLC. He concentrates in the areas of construction and surety law. Brookie is also a mediator of construction disputes. Drew Chambers, CPA, CFE, Mountjoy Chilton Medley, his areas of industry concentration include electric cooperatives, manufacturing, distribution and retail operations. Michael Clancy, is a consultant with FMI, management consultants and investment bankers for the construction industry. Clancy assists his clients in areas of corporate strategy, project execution and business development. William J. Craig, CPA, director of sales and business development, Computer Guidance Corporation. Craig brings extensive software sales, public and private accounting, job cost and project management experience. J. Timothy Crenshaw, counsel to Frost Brown Todd, LLC, and focuses his practice on construction law and litigation / alternative dispute resolution. Doug Dean, CPA, director of tax services, Dean Dorton Allen Ford, PLLC. Dean has experience in providing tax, estate planning, merger and acquisition, and business valuation services.

Registration FormPlease use photocopies of this form for additional registrations.

Ohio Valley Construction ConferenceSept. 22 and 23, 2011 - 13 hours of CPE

___ Member discount fee: $250 (for CFMA, KyCPA and AGC members) ___ Non Member fee: $275

Name__________________________________Firm/Company_______________________________________Address ________________________________City/State/Zip _______________________________________Phone______________________Fax __________________Email_____________________________________

___ Special Needs: Please check here if you are disabled or require special services. Attach a written description of needs.

Early discount: Registrants may reduce registration fees by $25 if payment and forms are received more than (30) days prior to the conference date.Group discount: See general information for details. KyCPA Member CFMA Member AGC Member Non-CPA Staff Other State Society Non-member

Payment options - Check or Credit Card

Total Amount $___________ ___ Company ___ Personal___ Enclosed is a check payable to KyCPA___ Please charge MC/Visa/AMEX _________________________________Exp. Date________

Signature_____________________________________

Please return to: KyCPA, 1735 Alliant Avenue, Louisville, KY 40299-6326 Phone: 502.266.5272 / 800.292.1754 (in KY) FAX: 502.261.9512Register online at kycpa.org.

The Certified Construction Industry Financial Professional test will be administered on the Wednesday afternoon Sept. 21 at Horseshoe Casino. Contact Sarah Bettison at 609.945.2400 for more information or to register. www.iccifp.org

PRSRT STDU.S. Postage

PAIDUnited Mail

Thank you to our Sponsors

DEAN DORTON

ALLENFORD

Gold Sponsor

Silver Sponsors

HARDING, SHYMANSKI & COMPANY, P.S.C.

Certified Public Accountants and Consultants

Bronze Sponsors

Lanyard Sponsor

Power Station Sponsor

Economic Update Sponsor

General SponsorsABEL Construction Company; Congleton-Hacker Company; Garrett-Stotz; K.B. Parrish & Co. LLP; Louis T. Roth & Co.; Old National Bank; United Electric

The CFMA, KyCPA and AGC of Kentucky proudly presents the

Ohio Valley Construction Conference

Sept. 22 and 23 Horseshoe Southern Indiana

13 hours of CPE

Kentuckiana chapterTri-State Indiana chapter Bluegrass chapterCentral Indiana chapter Middle Tennessee chapter

Material Sponsor

eden resorts & suiteslancaster, pa

866-801-6430Name _____________________________________________

Nickname for Badge ___________________________________

CFMA Chapter ______________________________________

Firm _______________________________________________

Address ____________________________________________

City, State, Zip _______________________________________

Phone ________________________ Fax _________________

E-Mail Address _______________________________________

m I WILL attend the Sunday evening welcome reception from 6:00pm - 9:00pm on September 25, 2011. Cost is $35 per guest or attendee of reception only. Fee is included for full conference attendees. Reception held at the Eden Resort & Suites.

m YES I am brIngIng a guESt to the evening welcome reception at 6:00pm on September 25, 2011. I have enclosed $35 per each additional guest.

Guest Name _________________________________________

Registration Fees: The Conference registration fee of $195 for CFMA members and $245 for non-members does not include overnight accommodations, which are the respon-sibility of the attendee. When making hotel reservations, mention CFMA to receive your discounted rate of $90. Please contact the Eden Resort prior to August 26, 2011 to guar-antee this rate and room availability. Phone 717-560-8400 to make your reservations.

Payment: Mail a check payable to CFMA with your registration, or e-mail your registration to [email protected] and receive an online invoice to pay by credit card through PayPal.

To Register: Please mail check and registration form to Pat Hurst, c/o Worth & Company, Inc. 6263. Kellers Church Road, Pipersville, PA 18947. All registrations must be received by Fri-day, September 16, 2011. Registrations received after this date will be accepted on a space-available basis. Late registrations will be taken by Pat Hurst – [email protected]. No cancellations will be accepted after September 16, 2011.

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Trusted ColleaguesCFMA hAs the MeMbers with the experienCe, expertise, And AdviCe to help you.

help you overCome your profiT Challenges

www.cfma.org

CENTRAL PENNSYLVANIA

CENTRAL VIRGINIA

DELAWARE

GREATER BERKS-LEHIGH VALLEY

GREATER PITTSBURGH

GREATER WASHINGTON, D.C.

MARYLAND

PHILADELPHIA

SOUTH JERSEY

eArn 8 Cpe Credits

regionAl ConstruCtion FinAnCiAl ConFerenCe

EIGHTH annual

miD- aTlanTiC

regionAl ConstruCtion FinAnCiAl ConFerenCe

EIGHTH annual

miD-aTlanTiCsuNDAY september 25, 2011 • moNDAY september 26, 2011

suNDAY september 25, 2011

moNDAY september 26, 2011

suNDAY september 25, 2011

8:00am – 12:30pm

eden resorts & suiteslancaster, pa

CFMA sponsoring ChApters

iCCifp exam

INQUIRIES SHOULD BE DIRECTED TO: RICK HUBER (215-283-6473)

[email protected] Please bring a jacket or sweater, as room

temperatures may vary

12:55pm – 2:35pmBuilding CFO Value in ConstructionFinancial executives are a critical cog in the management of a construction firm. However, all too often this role is under-served, under-valued and under-appreciated. This discussion will focus on strategies as the financial executives re-focus their role within a company in order to improve their value proposition, make a higher contribution to the success of the firm, and improve their career trajectory.

Mario Vicari, Director of Construction Industry Services – Kreischer MillerMr. Vicari is a Director with Kreischer Miller, a leading middle-market accounting, tax and advisory firm in southeast Pennsylvania, where he leads the firm’s Construction Industry Practice.

2:35pm – 2:50pm Break

2:50pm – 4:30pm 2011 Accounting & Tax UpdateHear the latest developments affecting financial professionals within the construction industry.

Robert Gratalo, Partner in the Tax Services Group – ParenteBeardRob has over 14 years of experience in public accounting and specializes in federal and state business and individual taxation. He is a Certified Public Accountant (CPA) and a Certified Merger & Acquisition Advisor (CM&AA).

Keith Eldredge, Partner/Practice Leader in the Construction & Real Estate Group – ParenteBeardKeith has over 22 years of extensive experience in public accounting. He completed the “Construction Overview Course” sponsored by Associated Builders and Contractors. Keith is a CPA and a member of CFMA.

TheConstructionFinancialManagementAssociation(CFMA)isregisteredwiththeNationalAssocia-

tionofStateBoardsofAccountancy(NASBA),asasponsorofcontinuingprofessionaleducationonthe

National Registry of CPE Sponsors. State Boards ofAccountancy have the final authority on the ac-

ceptanceofindividualcoursesforCPEcredit.Complaintsregardingsponsorsmaybeaddressedtothe

NationalRegistryofCPESponsors,150FourthAvenueNorth,Suite700,Nashville,TN37219-2417.Website:www.nasba.

org.Forinformationregardingrefund,complaintandprogramcancellationpolicies,pleasecontactArielSanchiricoat

609-452-8000ore-maileducation@cfma.org.Thisisagroup-livesessionattheupdatelevel.Noprerequisiteoradvanced

preparationrequired.

Paul Krieger, President & Founder – Source One Solutions Managing Partner – Accordant Mid-Atlantic Mr. Krieger is the founder of one of the largest Systems Integrators for the construction industry. He has published articles in CFMA Building Profits and ABC’s Construction Executive. He has also spoken on the national and chapter levels for CFMA and other construction-related organizations.

9:40am – 9:55am Break

9:55am – 10:45am Business Intelligence, Executive Dashboards, & Data Mining Continuation of prior session.

10:45am – 11:35pmUsing Social Networking for a Competitive Advantage • Are you utilizing social networking to build positive buzz about your company? • Are you leveraging negative comments to build positive outcomes? • What is your return on investment for staff time engaging the public online?

In this session, we will review how to engage your audience through B to B social media strategies in a way that encourages them to promote your brand to their social networks. We will review how to take your branding strategy to the Web 2.0 world through Facebook, Twitter, LinkedIn, YouTube and blogging. You will leave this course with strategies that you can implement im-mediately following the session.

Kim Walsh-Phillips, President – Inside Out Creative Ms. Walsh-Phillips has served as the keynote speaker for hundreds of confer-ences and organizations and enjoys spreading her passion for social media through her tweets at www.twitter.com/prgurukim. She works with com-panies across the country to gain ownership of their brands and reach their target markets using breakthrough marketing tactics and technology.

11:45am – 12:45pmLunch and CFMA UpdateLunch Sponsored by: Kreischer Miller

CFMA President & CEO, Stuart BinstockCFMA Chairman, Joe Burkett (CCIFP) Receive an update on the latest topics and issues affecting CFMA members.

SUNDAy, SEpTEMBEr 258:00am – 12:30pm ICCIFp Exam (Separate registration required. www.iccifp.org)

6:00pm – 9:00pmWelcome reception at Eden resort & SuitesReception Sponsored by: Source One Solutions

Cocktails Sponsored by: The Graham Company

MONDAy, SEpTEMBEr 267:15am – 7:45am registration & Continental BreakfastBreakfast Sponsored by: ParenteBeardConference Binders Sponsored by: CBIZ Mayer Hoffman McCann P.C.

7:45am – 8:00am Welcome & Announcements

8:00am – 8:50am Economic Update Be educated on the effects of the current economy, banking and bank regulations in the building and construction industry. Get the latest Construction Industry economic and banking outlook.

Curtis J. Myers, President & COO – Fulton Bank Mr. Myers was named one of the Top 40 business leaders in Pennsylvania who are under the age of 40 by Central Penn Business Journal. He received an MBA from Saint Joseph’s University and is a graduate of the Stonier Graduate School of Banking at Georgetown University.

8:50am – 9:40am Business Intelligence, Executive Dashboards, & Data Mining This session offers a practical and hands on approach to prepar-ing an organization to develop and deploy useful and meaningful executive dashboards throughout the construction company. The goal will be for participants to see how easy it can be to cre-ate personalized dashboards without having to make additional investment in IT products.

eighTh annual miD-aTlanTiCregioNAl CoNstruCtioN FiNANCiAl CoNFereNCe moNDAY september 26, 2011suNDAY september 25, 2011

SpONSOrS

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 sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org. For information regarding refund, complaint and program cancellation policies, please contact Ariel Sanchirico at 609-452-8000 or e-mail [email protected]. This is a group-live session at the update level. No prerequisite or advanced preparation required.

HE RTLAND REGIONAL CONFERENCE 8:30am – 10:00am Re-Energize Your WorkforceAll businesses have been rocked by economic upheaval. Companies have been driv-en to cut costs at every turn and most have made significant personnel cuts. Those employees who have managed to survive should be happy, yet they feel overworked, apprehensive, and unappreciated. In this 1.5 hour seminar, participants will: • Hear why the survivors must be your most important priorit • Learn what can be done immediately to begin your “Employee Stimulus Program”

• Find out why bad news is better than no news

Kathryn CrosbyPresident and Owner, C2 Consulting, Inc.

10:00am – 10:15amBreakSponsored by: Travelers

10:15am – 11:45am Patient Protection and Affordable Care Act This presentation will focus on the current status of the federal health reform effort, including recent regulatory guidance (particularly on the issue of how to determine full-time employees, for purposes of the “shared responsibility” provisions that take effect in 2014), judicial developments (including decisions by various federal courts of appeals), and the results of recent client surveys and aggregation of health reform modeling results that show the cost impact of health reform on employers in various industry segments.

Edward C. Fensholt, J.D. Senior Vice President, Director, Compliance Services, Lockton Benefit GroupEdward Fensholt has 26 years of experience as an attorney, with 20 years concentrating in ERISA and other aspects of employee benefits law. He has extensive experience regarding: compliance issues under the Tax Code and ERISA with respect to retirement, health, and other fringe benefit plans; qualified and nonqualified plan design, implementation, and administration; employee benefits issues in mergers and acquisitions; and a variety of other employee benefits-related mat-ters. Ed is a frequent lecturer nationwide on employee benefits matters, and is a published author of articles on employee benefits issues and other interests.

THURSDAY, SEPTEMBER 29 9:00am – 9:30amRegistrationContinental BreakfastSponsored by: Lockton

9:30am – 10:40amInadvertent Employer Mistakes that Create LiabilityOne of the worst nightmares for all managers is creating legal exposure through personnel actions without any conscious awareness of the problem. This presenta-tion identifies the most frequent inadvertent personnel mistakes that create employer exposure and provides practical suggestions for diminishing the risk.

Mark McQueenAttorney, Spencer Fane Britt & Browne LLP Mark McQueen is an attorney in the Firm’s Labor, Employment and Employee Benefits Group. His practice focuses on representing management in the areas of traditional labor relations, human resources counseling and training, employment discrimination, wage and hour, wrongful dis-charge, and interpreting the most complex employment legislation. Mark also designs strategic plans to overcome personnel management obstacles, and has developed an employment law training curriculum for front-line managers and human resource professionals. He is a member of the Executive Committee of the Employment Law Section of the Nebraska Bar Association.

10:40am – 10:55amBreakSponsored by: Eide Bailly, LLP

10:55am – 12:00pmGAAP Issues Including Revenue Recognition Update • Update on Revenue Recognition issues • Update on Lease Accounting issues • Update on Conversion to International Accounting Standards

Rodney D. FosterPartner, McGladrey & Pullen, LLPRod, a partner in the Des Moines office of McGladrey & Pullen LLP, has been with the firm since 1983. He provides a wide range of services to closely held, middle market companies and is a member of the firm’s national McGladrey Alliance Construction and Real Estate Network (MCREN). Rod also serves as office managing partner for the Des Moines and Mason City offices.

12:00pm – 1:15pmLunchSponsored by: Holmes-Murphy Associates

1:15pm – 2:30pmUnderstanding and Resolving ConflictConflict occurs every day and surrounds us all. Yet, most people would rather avoid it than solve it. In this 1.5 hour seminar, participants will:

• Hear what a conflict is and is not • Identify and begin to understand their conflict management style • Learn traditional conflict management strategies and the appropriate uses for each strategy • Discover the most important qualities a person can develop to help them resolve conflict

Kathryn CrosbyPresident and Owner, C2 Consulting, Inc.Kathryn Crosby is President and Owner of C2 Consulting, Inc., a firm that provides financial, safety, human resource and other consulting services. They also design and present client-specific training programs. She currently serves on the faculty for the Institute for Project Management, Construction Education Institute, MCAA’s National Education Initiative, and the United Associa-tion’s Instructor Training Course in Ann Arbor, MI. C2 Consulting, Inc. authored the MCAA’s Project Manager’s Manual rewrite, developed a 40-hour Foreman certification course for the United Association, and developed foreman training materials for the Western Insulation Contractors Association.

2:30pm – 2:45pmBreakSponsored by: Merchants Bonding

2:45pm – 4:00pm Employee Theft Within Construction IndustryIn our presentation, we will discuss the impact of employee theft within construc-tion companies and provide tactics that CFMs can incorporate into their companies’ policies and procedures. During a recession, all businesses look to reduce expenses; therefore, it’s increasingly important to avoid an unexpected loss from employee theft.

Bob Bowman Surety Bond Underwriter, Travelers Bond & Financial ProductsBob works exclusively with construction contractors. For the past 16 years, he has underwritten contractors of all sizes. He has spent the last eight years working in the Midwest marketplace but also has prior experience working in the Western U.S., the East Coast, and Europe.

Barbara Byrne Managing Director, Travelers Executive Liability and Crime Insurance Barbara Byrne has 30 years’ experience with crime insurance and her region includes Iowa, Ne-braska, Minnesota, and the Dakotas. Barbara holds CPCU and AFSB designations.

4:00pm – 6:00pmNetworking ReceptionSponsored by: Bland & Associates

FRIDAY, SEPTEMBER 30 8:00am – 8:30am Continental BreakfastSponsored by: Heartland Regional Conference Committee

SEPTEMBER 29 / 30, 2011

SPONSORS

2200 RIVER ROAD, COUNCIL BLUFFS, IA 51501-7048HOTEL RESERVATIONS: 712-328-8888

TOLL FREE HOTEL RESERVATIONS: 877-462-7827

Name _______________________________________________________

CFMA Chapter ________________________________________________

Firm _________________________________________________________

Address _____________________________________________________

City, State, Zip ________________________________________________

Phone _____________________________ Fax ______________________

E-Mail Address ________________________________________________

NETWORKING RECEPTIONThursday, September 29 from 4:00pm - 6:00pm

m I WILL ATTEND m I WILL NOT ATTEND

REGISTRATION FEES: The Conference registration fee of $180 for CFMA members and $210 for non-members does not include overnight accommodations, which are the responsibility of the attendee. When making hotel reservations, mention CFMA to receive your discounted rate of $99. Please contact the Ameristar Hotel prior to August 28, 2011 to guarantee this rate and room availability. Call 877-462-7827 to make your reservations. Registrations received after August 28, 2011 are $210 for members and non-members. Attendee registrations received byAugust 28, 2011 are eligible for a drawing to win one of two Amazon Kindles! All registrations must be received by Friday, September 16, 2011.

PAYMENT: Only checks are accepted. Checks should be made payable to CFMA and must accompany registration.

TO REGISTER: Please mail check and registration form to Shane Hall, Story Con-struction Co., P.O. Box 1668, Ames, IA 50010. All registrations must be received by Friday, September 16, 2011. Registrations received without appropriate payment will be returned. Registrations received after this date will be accepted on a space-available basis.

QUESTIONS: CFMA Members should contact their respective chapter presidents.

ALL OTHER INQUIRIES SHOULD BE DIRECTED TOSHANE HALL at 515-232-4358 or [email protected]

Please bring a jacket or sweater, as room temperatures may vary.

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CONFERENCESEPTEMBER 29 / 30, 2011Ameristar Hotel • Council Bluffs, IA

SEPTEMBER 29 / 30, 2011Ameristar Hotel • Council Bluffs, IA

REGIONAL

EARN 9 CPE CREDITS

HE RTLAND

Iowa Kansas City Nebraska Siouxland

CONFERENCE

CAROLINAS CONSTRUCTION CONFERENCEThe Carolina Chapters of CFMA Present the 10th Annual

Grandover Resort & Conference Center Greensboro, North Carolina

November 2 & 3, 2011

405 Battleground Avenue, Suite 204 Greensboro, North Carolina 27401

CONSTRUCTIONFINANCIAL MANAGEMENTASSOCIATION

Continuing Professional Education CreditThis program conforms to the AICPA Statement of Standards for Formal Group Study Programs.Prerequisite: None • Advanced Preparation: None • Level of Knowledge: Update • Recommended CPE Credit: 12 Hours • Presentation: Lecture, Questions and Answer• Continuing Professional Education sponsored by Smith Leonard PLLC

For information regarding administrative policies such as complaint and refund procedures, please contact our offices at 336.821.1355.

Smith Leonard 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 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. Web site: www.nasba.org.

Landon Funsten – FMILandon Funsten is a principal in FMI’s Investment Banking practice. He works extensively with contractors throughout the country, focusing on stock valuations, buyer and seller representations and business continuity.

Garland Granger – Professional Accounting SeminarsH. Garland Granger, MA, CPA, CIA is president of Professional Accounting Seminars, Inc. Garland worked for two years in banking, eight years in public accounting and has been teaching accounting seminars since 1998.

Steve Lords, CFO – C F Jordan Construction Steve Lords is CFO for C F Jordan Construction , a commercial general contractor with headquarters in El Paso, TX, and has over twenty-four years of experience in the construction industry with both general contractors and subcontractors.

Dr. Tony Plath – UNC-CharlotteTony Plath is an associate professor at UNC-Charlotte and teaches commercial banking and corporate finance at the graduate and undergraduate levels. Dr. Plath’s research interests include deregulation and technological innovation in the commercial banking industry, leasing and capital project evaluation in corporate finance and contemporary financial education.

Stephen Rae, Chief Counsel – Liberty Mutual SuretySteve Rae is Liberty Mutual Surety’s (LMS) Chief Counsel, a position he has held since December 2006. As Chief Counsel, Steve manages LMS’ Legal Department which provides general corporate legal support for LMS including underwriting transactional support. Prior to his role as Chief Counsel, Steve was Senior Surety Counsel in LMS’ Claims Department for five years. Prior to LMS, Steve was a litigation attorney in private practice for ten years primarily in the areas of construction law, employment law and insurance contract disputes.

Brad Robinson, CPA , CCIFP – Lend LeaseBrad Robinson is Treasurer - Americas, Lend Lease, an international construction manager / general contractor. Brad is responsible for managing all treasury activities in the US, Canada and Latin America including cash management and forecasting and credit arrangements. In addition, he is responsible for all accounts payable and payroll activities in the US. Brad has ten years of experience in this role. James Spellos – Meeting UJames Spellos is founder and President of Meeting U. He is a certified Microsoft Office Specialist (MOS). Jim is the creator of Way Cool Tools and other popular social media & technology sessions for conferences, meetings and businesses.

Todd Stevens – W.B. Moore CompanyTodd Stevens is Vice President of W.B. Moore Company of Charlotte, Inc., an Electrical Contractor and Engineering Firm. He is responsible for the overall operations of the Organization. Mr. Stevens has over 18 years experience in the Engineering, Construction, Operations and Business Management sectors of electrical contracting.

Greg West – Zurich North AmericaGreg West is a Senior Account Executive in Zurich North America’s Construc-tion Business Group. Based in Atlanta, GA, Greg has been with Zurich for more than seven years. For the past five years Greg has represented Subguard, Zurich’s subcontractor default insurance program, overseeing underwriting and business development for the Southeast region.

Carolinas Construction Conference Speakers 12UP TO

CPE

Credits

Wednesday, November 2, 2011

7:30 a.m. - Noon CCIFP EXAM For information regarding the CCIFP exam go to cmfa.org.

1:00 - 5:00 p.m. Garland Granger Will Present Two Seminars:

NCACPA ETHICS COURSE: This session will examine the Code of Ethics in NC and will literally walk through the core requirements of the code. (This course satisfies the annual ethics requirements of the NC State Board of CPA Examiners.) FRAUD DETECTION & PREVENTION Discovering Eight Ways Individuals Steal your Assets This course will first examine the characteristics of individuals who commit fraud and the types of companies which feel the great impact from fraud. The bulk of the course will cover the eight ways that individuals misappropriate your assets (steal them). We will also learn how to detect and prevent each of the eight methods. Finally, we will examine techniques the Certified Fraud Examiners (CFE) find most helpful.

5:00 - 7:00 p.m. WELCOME RECEPTION AND TRADE SHOW Sponsored by Dixon Hughes Goodman PLLC Thursday, November 3, 2011

7:00 – 7:55 a.m. REGISTRATION AND CONTINENTAL BREAKFAST

7:55 - 8:00 a.m. WELCOME

8:00 - 9:00 a.m. A 360º VIEW OF THE PREQUALIFICATION PROCESS J. Brad Robinson, CPA, CCIFP, Treasurer, Americas, Lend Lease Brad will moderate a panel discussion on the Prequalification Process. Panelists include: Greg West – Zurich Subguard, and Todd Stevens, Vice President of W.B. Moore Company of Charlotte.9:00 - 10:00 a.m. CURRENT UPDATE ON FASB Steve Lords, CFO, CF Jordan Construction, LLC Update on FASB Exposure Drafts: Revenue Recognition, Leases, Multi-Employer Pension Plan Disclosure, and other current topics. 10:00 - 10:15 a.m. BREAK

10:15 - 11:15 a.m. NEW DAY NEW STRATEGY: REPOSITIONING AFTER THE GREAT RECESSION Landon Funsten, Director, FMI After a long, desolate economic winter, the surviving design and construction firms are hungry for backlog, and the result is fierce competition for the scant projects currently on the bidding market. Forecasters see the sun on the horizon signaling new opportunities as the market moves from recession to recovery. New Day, New Strategy: Repositioning after the Great Recession will focus on how to build value for your customers and your company

11:15 - 12:15 ECONOMIC UPDATE Dr. Tony Plath – Associate Professor of Economics - UNC-Charlotte

12:15 - 1:15 p.m. LUNCH AND TIME WITH SPONSORS

1:15 - 2:45 p.m. WAY COOL TOOLS James Spellos, Meeting-U Want to learn how to get more…much more… out of today’s technology? Having trouble keeping up with the always changing technology landscape? Want to become so “way cool” that you can communicate about technology with your colleagues…and your kids? Way Cool Tools provides fun, straightforward answers to all of your technology questions. From the latest in utilizing social media for business to identifying web productivity tools to better using smart phones and tablets, Way Cool Tools will answer your questions and supercharge your productivity.

2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. THE COMPANY YOU KEEP Stephen Rae, Chief Counsel, Liberty Mutual Surety Affiliation implications for Federal Set-Aside Contracts” The program will provide information regarding Federal Set-Aside Contract Programs and raise awareness of the potential risks that can arise when a large business enterprise works with or becomes involved with a small business enterprise performing work under these Programs. Recent economic conditions have made this an increasingly relevant topic as well as recent revisions to the Small Business Administration’s regulations related to these Programs (effective March 14, 2011).

4:30 - 4:45 p.m. WRAP-UP

CFMA CAROLINAS CONSTRUCTION CONFERENCE 2011 The Construction Financial Management Association (CFMA) is the only non-profit organization dedicated to serving the financial professional in the construction industry. Established in 1981, CFMA now boasts over 7,000 members and 87 chapters in major cities across the United States. CFMA is the communi-cations leader and premier source of education and information about those aspects of financial management unique to the construction industry.

CFMA meets the needs of a broad spectrum of financial managers: CFOs, treasurers, controllers, and accountants. CFMA’s General Membership represents all types of contractors, including general and subcontractors as well as developers, construction managers, architects, engineers, principals and material and equipment suppliers.

CFMA’s Associate Membership is open to all those serving the construction industry, such as lawyers, public accountants, bankers, sureties, insurance agents and carriers and other service providers. CFMA is the primary forum for education and networking among today’s construction financial managers. Dedicated to excellence, all of CFMA’s education programs provide unique opportunities for the exchange of information and technical support, networking referrals, and employment opportunities.

THE CHARLOTTE CHAPTER meets monthly on the second or third Tuesday at Byron’s SouthEnd, located at 101 W. Worthing Ave. For membership information call Tod Creech at 704.332.0900.

THE PIEDMONT CHAPTER meets monthly on the third Tuesday every other month at the Sheraton Four Seasons in Greensboro. For membership information call Lillie Smother-man at 336.922.2740.

THE TRIANGLE CHAPTER meets on the third Wednesdays of January, March, May, July and October at the NC State University Club on Hillsborough Street in Raleigh. The Triangle Chapter also hosts a large golf tournament each year in September. For membership and meeting information contact Keith Merrick at 252 291 5165.

THE SOUTH CAROLINA CHAPTER meets in Greenville/Spartanburg, SC. For membership information call David Davidson at 864.232.1491.

THE GEORGIA CHAPTER meets in Atlanta on the third Wednesday of the month at Maggiano’s Italian Restaurant at Cumberland Mall. For membership information call Lori Greene at 404.909.3277.

Tom Edwards – ViewPoint Construction Software Jeffery Greenway – Elliott DavisLynn Hansen – Crowder Construction Company Bryan Johnson – Hardin ConstructionGeorge Lambert – Williams Overman Pearce, LLPMelissa Leonard – Smith Leonard PLLC

Keith Merrick – S.T. Wooten CorporationKathy Pendegraph – Samet CorporationJane Ralston – Restoration Systems LLCBrad Robinson – Lend LeaseChris Wirtz – ViewPoint Construction Software

2011 Carolinas Construction Conference Steering Committee

The Carolina Chapters of CFMA express their sincere thanks to the following sponsors for their generous support of CFMA and the Carolinas Construction Conference.

REGISTRATIONWednesday, November 2nd: 1:00 p.m. - 5:00 p.m. - Seminar - 4 CPE CreditsWelcome Reception & Tradeshow • Sponsored by Dixon Hughes Goodman LLP 5:00 - 7:00 p.m Thursday, November 3rd 8:00 a.m. - 5:00 p.m. - Conference - 8 CPE Credits

Name:_____________________________________________________ Title: _______________________

Company/Firm: __________________________________ Phone: __________________________________

Address: _______________________________________ Fax: ___________________________________

City, State, Zip: __________________________________________________________________________

Email: _________________________________________ Special Dietary Needs: ________________________

I will attend the welcome reception and tradeshow sponsored by Dixon Hughes Goodman LLP Wednesday Evening, November 2nd. h Yes h No

Registration Fee: Regular Non Member Conference Only $200 $235 Wednesday Seminar 100 110 Both 275 305

After October 17thCFMA Member Conference Only $235 $260 Wednesday Seminar 115 125 Both 315 335

Robert Coon, Conference Chair, Scott Insurance

RECEPTION SPONSOR

PLATINUM SPONSORS

GOLD SPONSORS

MANAGED | AUTOMATED | INTEGRATED

We will offer on-line registration this year for credit card payments only.

ONLINE REGISTRATION: http://www.conferenceresources.com/register/cfmaMail registrations: CFMA 405 BattlegroundAve. – Suite 204 – Greensboro, NC 27401 Fax registrations: Completed form with credit card information to 336-379-0851Cancellations prior to October 18th will incur a $25 administrative fee. No refunds issued for cancellations after October 18th. No refunds issued for no-shows. Attire: Business Casual

OvernightAccommodations:Grandover Resort & Conference Center – Greensboro, NC (1000 Club Road).Rate $179 Single, $179 Double – Availability Guaranteed through October10, 2011. Group rates will be extended after the cut-off date as long as rooms are available. For Reservations Call 1-336-294-1800 and identify yourself as a CFMA Carolinas Construction Conference participant.

Questions - please call 336.379.0603

Pac i f i c NW Constr uct ion IndustryConferenCe

register at www.wscpa.org/conferences

ConferenCe details

loCationBell Harbor International Conference CenterBay Auditorium2211 Alaskan Way Pier 66Seattle, WA 98121www.bellharbor.com

reGistration feesWSCPA & CfMA Member fee $525Standard fee $600Fees include continental breakfast, lunch and networking reception

CPe earn up to 16 credits (up to 3 non-technical credits)

Code CIC

Co-sPonsor

sPonsor

November 10-11, 2011 | 8:00 a.m. - 4:30 p.m.Bell Harbor International Conference Center Seattle, WA

The Pacific NW Construction Industry Conference will bring you up to speed on recent trends and provide essential guidance on hot topics affecting construc-tion accounting and financial management. Explore economic trends, accounting and tax developments, technology tips, and much more. Register today!

November 107:30 - 8:00 am registration, distribution of materials and continental breakfast

7:50 - 8:00 am Welcome

8:00 - 10:00 am accounting Update applicable to the Construction industry (including fasB revenue recognition and leases Projects)Eric P. Wallace CPA, Partner, Carbis Walker LLP

The dramatically changing A&A environment is the new challenge to the professional advising or directly involved in the construction, homebuilding, or real estate development industries. Discuss the new fASB issuances on revenue recognition, leases, multi-employer pen-sion plan, financial statement presentation, going-concern and other projects. Get the latest information, increase your understanding and prepare for these developments.

10:00 - 10:10 am refreshment Break

10:10 - 11:10 am

Concurrent Sessions A

A-1 Hot state and local tax issues for Construction and real estateMark Hugh, CPA, Mark Hugh & Associates PLLC

Governments can’t raise taxes. But they can raise revenue by challenging exemptions, extend-ing their reach, and hiring more auditors. From “unfair” tax avoid-ance to changing the rules to de-termine if any taxes are due at all, everything’s in play as everyone fights for a shrinking share of the tax revenue pie.

A-2 How to deal with Your BankerSteven H. Yoshihara, Vice President, Washington Trust Bank

Learn how to deal with your banker and better understand key financial concepts that are essential in working with banks. These con-cepts include: breakeven analysis, cash flow analysis, key ratios, and sustainable growth analysis. Discuss how bank covenants are estab-lished and monitored.

11:10 am - 12:10 pm Luncheon

12:10 - 1:10 pm tax Update applicable to the Construction, Homebuilding, and real estate development industriesEric P. Wallace CPA, Partner, Carbis Walker LLP

While there have not been many changes to the tax arena during the last year, there are important nuances and recent IrS, court, and Treasury releases that all CPAs in these industries should understand. Discover the applicability of these releases to your construction busi-ness and/or practices.

1:10 - 1:20 pm refreshment Break

“Good time to network and to get away and think about office strategies.”

“Very relevant, timely topics of importance to stakeholders in the construction industry.”

- 2010 attendees

register at www.wscpa.org/conferencesregister at www.wscpa.org/conferences

1:20 - 2:20 pm

Concurrent Sessions B

B-1 federal Payment rules: Cost allowability and Prompt PaymentJames Nagle, JD, LLM, SJD, Partner, Oles Morrison Rinker Baker LLP

Due to the economy, more con-tractors than ever are turning to federal contracts. Learn the rules and become aware of the pitfalls of federal payment policies, as well as the federal prompt payment act and federal rules in determining when a cost is reimbursable.

B-2 Cloud Computing: the Promise and the Pitfalls for ContractorsBrad Mathews, Vice President of Marketing, Dexter + Chaney

Cloud computing offers enormous potential for contractors including unprecedented access to informa-tion, better collaboration, and lower IT costs. How can it deliver real value to your company? Learn specific strategies to help your company navigate the future.


2:30 - 3:30 pm ifrs Convergence and implications on the Construction industryElaine J. Ervin, CPA, Director of Business Assurance, Moss Adams LLPMark T. Fitzpatrick, CPA, Partner, Moss Adams LLP

IfrS has been, or is being, adopted around the world and will be appli-cable in the United States. Hear an introduction of the international ac-counting rules and how they relate to the construction industry. Learn what IfrS is, the current status of convergence and why a contractor should care about IfrS.

3:30 - 4:30 pm e-mail organizing: Manage Your e-mail so it doesn’t Manage You (non-technical credit)Elizabeth D. Bowman, Organizing and Productivity Consultant, President, Innovatively OrganizedAre you currently receiving more e-mails in a day than you can handle? Does having an empty e-mail inbox seem like an impossible dream? Many people are overwhelmed with e-mails from clients, prospects, co-workers and other contacts. Learn how to properly handle your e-mail and discover how to free up time to work on the things that matter.

4:30 - 5:30 pm networking reception

November 117:30 - 8:00 am registration, distribution of materials and continental breakfast

7:50 - 8:00 am Welcome

8:00 - 10:00 am new day, new strategy: repositioning after the Great recessionJason Baumgarten, Principal, Western Consulting Group Manager, FMI

forecasters see new opportunities as the market moves from reces-sion to recovery. As you modify your company’s strategy or direction, you must honestly evaluate the climate, your customers, competitors and your company. Learn how to reposition your company as you build value for your customers and your company.

10:00 - 10:10 am refreshment Break

10:10 - 11:10 am

Concurrent Sessions C

C-1 Who Will run Your Business When You’re Gone? developing emerging Man-agers to run Your CompanyJason Baumgarten, Principal, West-ern Consulting Group Manager, FMI

find out what the most success-ful managers of the future need to handle the financial, marketing and human capital elements that are critical to running a complex construction company.

C-2 Puget sound economic outlookRichard S. Conway, Jr., MBA, Dick Conway & Associates

Hear a regional economist and forecaster discuss the economic prospects for the Puget Sound re-gion (King County, Kitsap County, Pierce County, and Snohomish County). Gain insight on important developments in the Puget Sound economy, and take a look at hous-ing trends.

Bell Harbor International Conference Center: Seattle’s premier waterfront venue.

At the continental breakfasts, luncheons and refreshment breaks, you will enjoy fresh and inno-vative Northwest-inspired cuisine and a fine array of distinctive refreshments, served by the center’s award-winning culinary team.

Accommodations in the heart of SeattleThe Marriott - Seattle Waterfront Hotel features newly renovated, luxurious accommodations with the latest amenities and striking views. To make reservations, call (800) 455-8254 and request the WSCPA Pacific NW Construction Conference room block special group rate—$175 per night + tax (single/double occupancy). Room block is available Nov. 9-11. Room block expires Oct. 19.

“Top notch. One of the best organized mini-conferences nationally!” - 2010 attendee

Pac i f i c NW Constr uct ion IndustryConferenCe

register at www.wscpa.org/conferences

11:10 am - 12:10 pm Luncheon

12:10 - 1:10 pm social Media: How are You Capitalizing on the Communication revolution (non-technical credit)Tamera Loerzel, Partner, ConvergenceCoaching, LLC

Social media can help you to build your network, generate business, re-cruit, find jobs and build a brand identity. View online demonstrations of facebook, LinkedIn and Twitter. Discover how to use social media to: increase your knowledge of prospects and clients and find “warm ways in;” brand yourself and your organization in your areas of expertise.


1:20 - 2:20 pm

Concurrent Sessions D

D-1 Marketing Your Construction niche Practice (non-technical credit)Tamera Loerzel, Partner, ConvergenceCoaching, LLC

To achieve success in your firm’s construction niche practice, you need to apply strategic insight and strong marketing execution. Learn the keys to developing and growing your construction practice, including developing a practice value proposition and “story.” Identify top brand and lead generation strategies to grow your construction practice, manage and measure your marketing activities.

D-2 roadmap for integrating operations and accountingDavid Brown, Founder & President, D. Brown Management

Learn a structured approach to in-tegrating operations and account-ing. Discuss challenges, timelines and key lessons learned. review everything you need to know about change orders, production tracking and financial reports with operations in mind.


2:30 - 3:30 pm fraud in the Construction industryNancy Young, CPA, CISA, CFE, Senior Manager, Moss Adams LLP

Can fraud happen in your organization? Discuss what fraud is and why it happens, internal controls, fraud schemes and what to do if you suspect fraud.

3:30 - 4:30 pm Panel: surety Credit during tough economic timesWhit Campbell, Area Manager, The HartfordStuart A. O’Farrell, Principal, Account Executive, Parker Smith FeekTravis Remick, Bond Manager, Core Contract Surety, Liberty MutualJordan S. Rosenfeld (moderator), The Sutor Group

Get answers to your questions about the state of the surety industry and the overall construction marketplace. Discuss the economy and the effect on construction and surety industries, availability of work for contractors, availability of bank credit, as well as owner issues and subcontractor performance.

4:30 pm Conference Adjourns

DATe ConferenCe

oct 21 new! Accounting and Auditing Conference

nov 7-9 new! Pacific Tax Institute

nov 10-11 Pacific NW Construction Industry Conference

nov 17-18 Not-For-Profit Conference

Dec 2 fraud Conference

Dec 12-13 Information Technology Conference

Apr 19-20 Governmental Accounting and Auditing Conference

TBA International Tax Conference

May 18 Business and Industry Conference

May 21 Washington State Tax Conference

June 15 Women’s Leadership Summit

TBA emerging Leaders Conference

TBA Farm Tax Conference

Learn more and register at www.wscpa.org/conferences

or call (800) 272-8273 (toll-free in Washington) or (425) 644-4800.

2011-12 Conference

Schedule

customize your conference experience as you choose the concurrent sessions that meet your particular needs

designed to provide the latest information to CPAs serving construction clients and CPAs who work for construction companies

Your Profession. Your Future. Your Advocate.

Registration oPTIonS

onLIne www.wscpa.org/conferences

MAIL Send registration form to WSCPA, 902 140th Ave ne Bellevue, WA 98005-3480

fAX (425) 865-0677

PHone(800) 272-8273 (toll free in WA) or (425) 644-4800

e-MAIL [email protected]

fALL 2011 ConferenCeS reGISTrATIon forM

name _________________________________________________________________________

I am a: (check all that apply) CPA WSCPA Member, ID no.__________(see mailing label) Member of other state society____________________ CfMA Member ACfe Member

Company ______________________________________________________________________

Address _______________________________ City/State/Zip ______________________________

Phone ________________________________ Fax _____________________________________

e-mail _________________________________________________________________________

Check here if you require special services. Specify: _______________________________________ Check here if you require a special meal. Specify: ________________________________________

What prompted you to register for this event? Brochure CPe Catalog CPe Digest e-mail online Catalog Postcard Unknown Word of mouth

reGistration fees: Season Tickets are applicable for these conferences, unless otherwise noted.

I want to register for the following conference(s): Member fee Standard fee

accounting & auditing Conference (aaC) Select concurrent sessions: A-1 or A-2 | B-1 or B-2 | C-1 or C-2

$285 $360

WeBCast: accounting & auditing Conference (WeBaaC) Includes general sessions and sessions A-1, B-2 and C-1

$185 $260

Pacific Tax Institute (PTI) Select concurrent sessions: A-1 or A-2 | B-1 or B-2 C-1 or C-2 | D-1 or D-2 Note: Season Ticket not applicable.

All days $775 $850

nov 7 $380 $455

nov 8 $380 $455

Guests $79 per person

Pacific NW Construction Industry Conference (CIC) Select concurrent sessions: A-1 or A-2 | B-1 or B-2 C-1 or C-2 | D-1 or D-2 Member rate also applies to CFMA members.

$525 $600

Not-For-Profit Conference (NFPC) Select concurrent sessions: A-1 or A-2 | B-1 or B-2 C-1 or C-2 | D-1 or D-2 | e-1 or e-2

$400 $475

WEBCAST: Not-For-Profit Conference (WEBNFPC) Includes general sessions and sessions A-1, B-1, C-1, D-1 and e-1

$300 $375

fraud Conference (fdC) Member rate also applies to ACFE members. $225 $300

information technology Conference (itC) Select concurrent sessions: A-1, A-2 or A-3 | B-1, B-2 or B-3 C-1, C-2 or C-3 | D-1, D-2 or D-3

$550 $630

PaYMent oPtions: Credit card: American Express/MasterCard/Visa Amount $ ________________Card no. ___________________________________________ Exp. date__________________ Signature _______________________________________________________________________

Check enclosed for $__________ Season Ticket Coupon (no: ___________)

oct 21 new! Accounting and Auditing Conference

nov 7-9 new! Pacific Tax Institute

nov 10-11 Pacific NW Construction Industry Conference

nov 17-18 Not-For-Profit Conference

Dec 2 fraud Conference

Dec 12-13 Information Technology Conference

www.wscpa.org/conferences

ConferenCeSFall 2011

ninth annual louisiana joint cfma conference · 2014. 11. 12. · ninth annual louisiana joint cfma...

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