Embassy Suites by Hilton

October 10th

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THE FUTURE OF CONSTRUCTION

Education. Motivation. Development.

The construction industry is ever evolving, and sometimes keeping up can be overwhelming! Attending multiple events per year as well as finding the best resources for information, can be a challenging and time-consuming task. We created this annual event to help you save time and money by learning in one location.

Shine Bright with Nationally Acclaimed Keynotes

At the Golden Gathering Regional Conference, prepare to be enlightened by our lineup of nationally recognized keynote speakers. Each one is a treasure trove of knowledge, ready to share insights that will refine your financial acumen and connect you to the future of industry excellence. Join us and be part of the gold standard in construction finance learning!

Mark Lambert
VP of Finance
Webcor Construction

Joe DeBiasio
CFO
Roebbelen Contracting, Inc.
MEET OUR SPEAKERS

conference agenda

Monday
November 7
Tuesday
November 8
Wednesday
November 9
Oakville Terrace
Salon AB
Salon HJ
Salon K
  • 3:00pm – 4:00pm
    William Johnson
    Speaker
    Arrival/Registration
  • 4:00pm–4:30pm
    Opening Remarks
    William Johnson
    Speaker
  • 4:30pm–6:30pm
    Reception/Happy Hour
    William Johnson
    Speaker
Oakville Terrace
Salon AB
Salon HJ
Salon K
  • 7:00am - 7:50am
    Breakfast
    William Johnson
    Speaker
  • 8:00am - 8:50am
    Ken Schumaker & Scott Alexander - Supply Chain Disruption and How to Minimize your Risk

    Concurrent session

    William Johnson
    Speaker
  • 8:00am - 8:50am
    Tim Long - WIP Analysis: Identify Red Flags

    Take a deep dive into work-in-progress (WIP) so that you know what to look for and what questions to ask when reviewing a job schedule. Construction financial professionals can help turn bad jobs around if they're able to identify warning signs early on. This course also helps explain the nuts and bolts of how to account for loss jobs and recognizing change orders.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am
    Laura Cataldo - Preserving your Competitive Advantage: Strategic Approaches Rewarding and Developing Key Leaders

    Employees are your most valuable asset-they are responsible for your business results and competitive advantage, yet few contractors align their human capital efforts with their organizational strategy. Those without a strategy for hiring, developing and retaining top talent find it increasingly difficult to meet the needs of their organizations. A strategic approach to human capital incorporates an ongoing process of identifying, developing and incentivizing key leaders.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am
    Jim Untiedt - Construction Risk Management, Subcontractor Risk Transfer and Insurance Captive Options

    Learn from real world examples of how construction risk management, risk transfer and captive insurance options that positively impact the bottom line.

    Concurrent session

    William Johnson
    Speaker
  • 9:50am - 10:00am
    Break
    Tom River
    Speaker
  • 10:15am - 12:15pm
    Keynote Speaker - Christopher Thornberg
    The Post-COVID Economy: Will The Sweet Turn Sour?

    With the economic effects of the COVID-19 recession fading further into our collective rearview mirror, the impact of the massive fiscal stimulus that was injected into the U.S. economy during the crisis has taken center stage. The historic stimulus created an enormous amount of private sector wealth, which has shown in the form of high savings rates, excessive consumption, rapidly rising asset markets, and exploding home prices. When will price inflation end? Are current supply chain disruptions going to extend throughout the next year?Beacon Economics' Founding Partner Dr. Christopher Thornberg will present a comprehensive economic forecast for the nation and discuss the most important trends that will affect consumers, businesses, real estate markets, and government through 2022 and beyond.

    Concurrent session

    William Johnson
    Speaker
  • 12:20pm - 1:20pm
    Lunch
    Tom River
    Speaker
  • 1:30pm - 2:20pm
    Martin Johnson - Estate Tax and Succession Planning for Successful Privately Held Business Owners

    What is your succession plan for your business? How will you exit your business on your terms for a successful retirement? How will you replace your income after you leave? How will you plan for estate taxes and capital gains taxes? Is a transition to the next generation of ownership, or a third-party sale your best option? What have you done to protect the value of your most important asset.

    Take some time to work on your business, not just in your business and learn how to best plan for the future.

    Concurrent session

    Tom River
    Speaker
  • 1:30pm - 2:20pm
    John Stump - Adapting to Change-From a Design Builders Perspective

    The presentation will include a discussion of how the current economy, escalation, supply chain, and labor shortages are affecting every part of our business and what changes are necessary to be successful.

    Concurrent session

    Tom River
    Speaker
  • 2:30pm - 3:20pm
    David Anderson - Cybersecurity-Risk and Solutions for your Construction Company

    This session will explore the current state of cybersecurity, cybercrime, and fraud faced by today’s construction companies. We will discuss hacker motivations and attack vectors, examine case studies from the news, and collaboratively share successful cyber risk management strategies to safeguard your data, systems, and processes.

    Concurrent session

    Tom River
    Speaker
  • 2:30pm - 3:20pm
    Kevin Kearney - Lease Accounting Deep Dive....And Alternatives

    The time to adopt ASC 842 is here. This session will highlight best practices to consider when working through your company’s adoption of the new lease standard, identify common pitfalls to avoid and provide tips to help ensure a smooth adoption and reporting process.

    Concurrent session

    Tom River
    Speaker
  • 3:20pm - 3:35pm
    Break
    Tom River
    Speaker
  • 3:45 pm - 4:45 pm
    Dave Heier & Chris Rouen - Tax Updates and Key Considerations for 2023
    William Johnson
    Speaker
  • 3:45pm – 4:45pm
    Steve Hathaway - Leverage your existing ERP or time to Change?

    Are you unhappy with your current enterprise resource planning (ERP) system but unsure if it is time to replace it or continue to limp along? This informative session will discuss how to evaluate your current system, learn about current technology, and determine whether you should keep your existing solution or replace it with a more contemporary one. In addition, there will be valuable data on how to leverage new technology to extend the life of your current system if replacement is not a viable option

    Concurrent session

    William Johnson
    Speaker
  • 4:45pm – 6:00pm
    Reception / Happy Hour
    William Johnson
    Speaker
Oakville Terrace
Salon AB
Salon HJ
Salon K
  • 7:00am - 7:50am
    Breakfast
    William Johnson
    Speaker
  • 8:00am - 8:50am
    Ben Harrison - Construction Analytics Strategy and Tactics

    Your technology choices affect all aspects of your company.You can choose to host you own applications, use a cloud service, choose 'best of breed' solutions, or pick a 'fully' integrated solution. Making the correct decision for your company depends on your business strategy and your business strategy drives your tactical choices. This session will explore how your analytics strategy will impact your business goals.

    Concurrent session

    William Johnson
    Speaker
  • 8:00am - 8:50am
    Howard Loomis - Accounting Update-What's New and How it Will Impact You

    The latest up-to-date information on accounting changes that will and have impacted you and your company. Lease accounting, revenue recognition, CECL, reporting alternatives, and more. This session is designed for business owners, CFOs, controllers, accounting managers,CPAs, sureties, and bankers.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am
    Dave Heslop - How to use your Company Culture to Attract and Retain Employees

    Each company has a goal or vision for what they want to accomplish, and a style that reflects their leadership, and hopefully we communicate that to our staff as the way we do business(and life). That's corporate culture.

    But no company has exactly the same culture. And there isn't one perfect culture-you, and your staff have very different goals than other companies and other people.The recipe for a great company is making sure that the talent you hire, and the rewards you provide align with who you are everyday-your culture.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am
    Jason Reid - Walk With Me

    "Walk with Me" is a fun uplifting presentation. The presentation looks at life, living life to fullest, challenging yourself, and being your own ambassador. This speech is about thinking, energy, and effort to power you forward with improved performance. Come, sit, enjoy a fast paced and energetic presentation.

    Concurrent session

    William Johnson
    Speaker
  • 9:50am - 10:00am
    Break
    William Johnson
    Speaker
  • 10:15am - 12:15pm
    Keynote Speaker - Paul Witkay

    We have lined up an amazing panel of four very accomplished and different construction CEOs for the “CEO Leadership” panel. This panel will discuss leadership, the secret(s) to running a successful company and a moderated conversation among the panelists about their approaches to leadership.

    Daren Young: CEO of DRYCO Construction

    Daren built a small private paving company into a very successful $100M growing company with an amazing culture.

    Jes Pedersen: CEO of Webcor Builders

    One of the largest construction companies in California

    Jessica Carps: CEO of Skyline Construction

    Skyline is a $700M, 100% employee-owned, “Best Places to Work” company and is building a national construction platform through acquisitions.

    Tom River
    Speaker

    Meirav Oren: CEO of Versatile

    Versatile is a venture-backed construction technology company that is workingwith many of the largest construction companies and scaling rapidly

  • 12:15pm - 12:30pm
    Closing Remarks
    William Johnson
    Speaker
  • 12:30pm
    Lunch On-The-Go
    William Johnson
    Speaker

*Agenda subject to change based on Speaker Availability.

CPE Credits

Receive up to 11 CPE credits for attending the sessions! 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.

Sponsorship opportunities

We are currently looking for sponsors for the 2024 Regional Conference. If you would like to sponsor this important and exciting event, please visit our sponsorship page for details or contact Keith Lovitt at Keith.Lovitt@TheHartford.com.

BECOME A SPONSOR

About CFMA

Organized with the objectives of uniting area Construction Financial Managers, CFMA serves the industry to educate, exchange ideas, network, enhance, and promote industry professionals.

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