CFMA ’ S EDUCATION PROGRAMS for Chapters & Regional Conferences Best of CFMA’s Conference Programs These seven renowned programs are available for CFMA Chapter and Regional Conference in-person presentations. • Employee Recruitment & Retention – A Unique Perspective • Hiring & Retaining the Right People • ERISA Fiduciary Risk Mitigation & Training • Advanced Session: Anatomy of a Surety Bond Claim – The Underwriter’s Story • Employer Health Care Deconstructed: The Shifting Tectonic Plates • Mental Illness & Suicide: Breaking the Silence & Create a Caring Culture • Advanced Session – Work-Life Balance: Bringing Out Your Best at Work & Home Chapter CPE Guidance CFMA can guide your Chapter through the steps to successfully issue CPE for your local education programming. For more info contact Brian Summers at: [email protected]or 609-945-2408. Select Speaker Program These five highly-rated speakers have agreed to offer their programs to CFMA Chapters and Regional Conferences with special discounts. Chapter Classroom Courses CFMA’s Chapter Classroom Courses are live classroom presentations made available through local CFMA Chapters, affiliated associations, or companies. CFMA chapter of Construction Accounting The BASICS Helping You Build a Better Bottom Line CFMA chapter MANAGEMENT For CFOs & Controllers Cash Helping You Build a Better Bottom Line CFMA chapter CLASSROOM COURSES STAR Program Info Chapters can use all or part of their $3,000 STAR Program funds towards ANY education provided at the Chapter level. Blended Learning Programs for Chapters CFMA’s blended learning programs offer online education for CPE credit at your convenience. (STAR Program Fund Eligible.) CFMA blended LEARNING FOR MORE INFORMATION CONTACT Education Department • 609-452-8000 • [email protected]CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION Charlie Kimmel Jim Schug Anirban Basu James Benham Sally Spencer- Thomas 2016-17 San Antonio | June 25-29, 2016
Best of CFMA’s Conference ProgramsThese seven renowned programs are available for CFMA Chapter and Regional Conference in-person presentations.• Employee Recruitment & Retention – A Unique Perspective• Hiring & Retaining the Right People• ERISA Fiduciary Risk Mitigation & Training• Advanced Session: Anatomy of a Surety Bond Claim – The Underwriter’s Story• Employer Health Care Deconstructed: The Shifting Tectonic Plates • Mental Illness & Suicide: Breaking the Silence & Create a Caring Culture • Advanced Session – Work-Life Balance: Bringing Out Your Best at Work & Home
Chapter CPE GuidanceCFMA can guide your Chapter through the steps to successfully issue CPE for your local education programming. For more info contact Brian Summers at: [email protected] or 609-945-2408.
Select Speaker ProgramThese five highly-rated speakers have agreed to offer their programs to CFMA Chapters and Regional Conferences with special discounts.
Chapter Classroom CoursesCFMA’s Chapter Classroom Courses are live classroom presentations made available through local CFMA Chapters, affiliated associations, or companies.
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Helping You Build a Better Bottom Line
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STAR Program InfoChapters can use all or part of their $3,000 STAR Program funds towards ANY education provided at the Chapter level.
Blended Learning Programs for ChaptersCFMA’s blended learning programs offer online education for CPE credit at your convenience. (STAR Program Fund Eligible.)
Anirban Basu, Chairman & CEO of Sage Policy Group, Inc., an eco-nomic and policy consulting firm in Baltimore, Maryland serves as CFMA’s Economic Advisor. Mr. Basu is one of the Mid-Atlantic region’s
most recognizable economists, in part because of his consulting work on behalf of numerous clients, including prominent developers, bankers, brokerage houses, energy suppliers, and law firms. On behalf of government agencies and non-profit organizations, Mr. Basu has written several high-profile economic development strategies. He currently lectures at Johns Hopkins University in micro-, macro-, interna-tional, and urban economics.
For more information about Anirban, visit: www.sagepolicy.com/about/who-we-are
James Benham, CEO and co-founder of JBKnowledge, Inc., makers of the SmartBid, SmartCompliance, SmartInsight and SmartReality cloud, mobile and wearable solutions, is a
highly regarded entrepreneur, consultant and tech-nologist in the construction and insurance industries. With extensive experience in the design and develop-ment of innovative technology to streamline business processes, James speaks across North America and abroad on business information systems, cloud secu-rity, and next generation technologies like wearables, drones, and augmented reality. James continually garners enthusiastic feedback and repeat requests for the following presentation topics:
• Topic #1: Future Forecast: How Drones, Sensors & Integrated Apps are Rewriting All the Rules
• Topic #2: Who Are Your Allies? The Big Cloud, Local Data Threats and Managing Risk in 2016
Year after year, James speaks at national and international construction industry events including CONEXPO, CFMA Annual Conference & Exhibition, AGC IT Forum, AGC Annual Convention, CONSTRUCT, CMAA, Construct Canada, Autodesk University and MCAA Annual Convention. James was recognized among ENR Texas & Louisiana’s 2014 Top 20 Under 40 for his advancements in construction technology.
If James is unavailable to speak at your event, JBKnowledge has two other construction tech speak-ers on staff available, Consultant and “ConAppGuru” Rob McKinney and BIM/VDC Specialist Josh Bone.
For more information about James, visit jamesbenham.com.
For more information about Rob or Josh, visit jbknowledge.com/contechtrio.
Charlie Kimmel, President & Chief Executive Officer, Kimmel & Associ-ates. As President and CEO, Charlie Kimmel has dedicated his more than 20-year career to executive search at Kimmel & Associates. Charlie official-
ly began his career at Kimmel & Associates in 1990 as a recruiter. In 1993, he graduated with honors from the University of North Carolina-Asheville where he re-ceived a BA degree in History.
During the following 13 years, he worked his way through the ranks: as research assistant; recruiter for general construction in the Southeast; consultant for regional and national commercial builders; consultant in the company’s Heavy/Civil Division; and corporate trainer. He was named COO in 2003, assumed his role as President in 2009, and in 2012 was named CEO.
• Topic: Employee Recruitment & Retention – A Unique Perspective
For more information about Charles, visit https://kimmel.com/.
To secure Charlie Kimmel to speak, contact Alan Kerschen at [email protected].
CFMA Discounted Presentation Fee:
$3,000 + Expenses
Jim Schug, Principal and Engage-ment Manager, FMI. Jim Schug is a principal and engagement manager with FMI. Jim is passionate about de-veloping customized strategy, market growth plans, and best-in-class oper-
ations with his clients. He applies practical experience with an in depth understanding of leading lasting be-havioral change in dynamic environments.
Jim earned a bachelor’s degree in quantitative eco-nomics from the United States Military Academy at West Point and a master of science in engineering management from the University of Missouri. Jim has completed extensive post-graduate work in Achieving Competitive Advantage, Personal Leadership, and Lean Six Sigma.
• Topic #1: Hiring & Retaining the Right People
• Topic #2: Past, Present & Future: How Contractors Succeed & Which Trends Are Emerging for the Future
To secure Jim Schug to speak, contact Clair Henneberry at [email protected].
CFMA Discounted Presentation Fee:
$3,000 + Expenses
Sally Spencer-Thomas is the CEO and Co-Founder of the Carson J Spencer Foundation in Denver, CO – an award-winning organization leading innovation in suicide prevention and the umbrella
organization of the Working Minds Program.
She is the Co-Lead of the Workplace Task Force with the National Action Alliance for Suicide Prevention and Co-Chair of the Workplace Special Interest Group of the International Association for Suicide Prevention.
Spencer-Thomas has received wide recognition for her work and has presented at the White House Briefing on Mental Health and Suicide Prevention in Wash-ington, D.C. and was invited as a guest to the World Health Organization’s World Suicide Report Launch in Geneva.
• Topic: Mental Health Promotion & Suicide Prevention: Breaking the Silence & Create a Caring Culture
To secure Sally Spencer-Thomas to speak contact her at [email protected] or 214-969-6162.
CFMA Discounted Presentation Fee:
$3,500 Expenses Included
select speakerProgram
2016-17
Regional Conference Reimbursement
Regional Conferences securing any of the 2016-17 Select Speakers or Best of Conference Speakers qualify for a $500 reimbursement.
STAR Program InfoChapters can use all or part of their $3,000 STAR Program funds towards ANY education provided at the Chapter level.
2016-17best of cfma’sConference Programs
ERISA Fiduciary Risk Mitigation & Training Learning Objectives:
• Identify and understand your company’s ERISA fiduciary obligations and duties
• Identify and evaluate the most prevalent areas of litigation and government enforcement that put your company at risk
• Implement and adopt proactive risk mitigation strategies to reduce your company’s exposure
Presenter: Sam Henson, Lockton Retirement Services
To secure this session contact Christian Moreno at [email protected] or 214-969-6162.
Advanced Session: Anatomy of a Surety Bond Claim-The Underwriter’s Story Learning Objectives:
• Discuss many of the key facts used in the surety underwriting decision for new accounts
• Identify the financial trends and analysis that go into the decision and lead to bond approvals
• Describe key factors that are common to many accounts that end up as a surety claim
Presenter: David Pesce CCIFP, Senior VP, Navigators Management CompanyTo secure this session contact David Pesce at [email protected] or 732-623-5693.
Employer Health Care Deconstructed: The Shifting Tectonic Plates Learning Objectives:
• Identify the opportunities and pitfalls in the private exchange offerings in the market today as well as the tools to evaluate them
• Learn the latest cost and risk mitigation tools for health plans – including stop-loss, specialty prescriptions, and narrow networks
• Understand the changing landscape of “wellness” and how hospital systems are making a play to own this space as well as the employer impact
• Identify best practices for health plan management and plan design/network strategies
Presenter: Christian Moreno, Vice President Lockton Companies, Lockton Dunning BenefitsTo secure this session contact Christian Moreno at [email protected] or 214-969-6162.
Mental Health Promotion & Suicide Prevention: Breaking the Silence & Create a Caring CultureLearning Objectives:
• Illustrate why mental health and suicide prevention need to be health and safety priorities at work
• Highlight the human and financial impacts of untreated or mistreated mental health conditions in the workplace
• Reveal demographic and other mental health and suicide risk factors that are unique to the construction industry workforce
• Present a business case for the construction industry to expand mental health awareness and suicide prevention by training leaders and supervisors how to respond
• Provide a practical toolkit of strategic solutions to create a preventative culture by integrating mental health into safety, wellness, and employee benefit programs
Presenters: Calvin Beyer, Risk Management Director, Lakeside Industries, Inc. Sally Spencer-Thomas, CEO, Carson J Spencer FoundationTo secure this session contact Sally Spencer-Thomas at [email protected] or 303-219-5042.
Advanced Session - Work-Life Balance: Bringing Out Your Best at Work & Home Learning Objectives:
• Describe the complementary roles of stress and recovery in combating mental, physical, and emotional fatigue
• Identify techniques to save time by enhancing focus and attention in the moment
• Explore methods for staying calm and positive in the midst of challenges and setbacks
• Identify ways your leadership supports and deters healthy, effective, and sustainable work habits in others
Presenter: Vanessa Kiley, President, Kiley+CoTo secure this session contact Vanessa Kiley at [email protected] or 401-696-1415.
