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CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION EARN UP TO 20.5 CPE CREDITS meetings.AGC.org/AGC_CFMA
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Page 1: EARN UP TO 20.5 CPE CREDITSs3.amazonaws.com/rdcms-cfma/files/production/public... · 5 Financial Statement Analysis from the CPA & Surety Perspectives Emilio Alvarez, E.F. Alvarez

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EARN UP TO 20.5 CPE CREDITSmeet ings .AGC .org /AGC_CFMA

Page 2: EARN UP TO 20.5 CPE CREDITSs3.amazonaws.com/rdcms-cfma/files/production/public... · 5 Financial Statement Analysis from the CPA & Surety Perspectives Emilio Alvarez, E.F. Alvarez

21st Annual AGC/CFMA Construction Financial Management ConferenceJointly sponsored by the Associated General Contractors of America (AGC) and the Construction Financial Management Association (CFMA), the 21st Annual AGC/CFMA Construction Financial Management Conference is the premier conference program designed specifi cally for fi nancial professionals in the construction industry.The three-day conference is fi lled with 34 interactive sessions, covering the latest industry issues and their fi nancial implications. Sessions are delivered “group-live” and are at intermediate, overview, and update program levels. There are no prerequisites or advanced preparation required.

Who Should AttendOwners, Chief Financial Offi cers, Controllers, Treasurers, Certifi ed Public Accountants, Auditors, Consultants, Bankers, Sureties, and others interested in the construction industry will greatly benefi t from this conference.

Each session is designated for CPE credits. Attendees may earn up to 20.5 CPE credits. Please visit the conference website for more information.Session titles and speakers are subject to change. Please visitmeetings.agc.org/agc_cfma for the most up-to-date information.

Wednesday, November 1, 20171:00 p.m. - 5:00 p.m. Registration Open

2:00 p.m. - 2:15 p.m. Opening Remarks Samantha Hutchison, CFMA Chairman

2:15 p.m. - 3:30 p.m. General Session 1 1 Innovation: The World of Construction 2.0 Tyler Pare, FMI Corporation

3:30 p.m. - 3:45 p.m. Networking Break Sponsored by: Dexter + Chaney

3:45 p.m. - 5:00 p.m. Roundtable Breakouts (select one) 2a Heavy/Highway Roundtable Ellis Hefner, R.R. Dawson Bridge Co, LLC

2b Building/Vertical Roundtable David Allison, Crossland Construction Company, Inc. Jason Baumgarten, FMI Corporation

2c Family Business Roundtable Richard Forrestel, Jr., Cold Spring Construction Co.

2d Tax/Accounting Roundtable Kelli Franco, Moss Adams LLP

5:00 p.m. - 6:00 p.m. Welcome Reception Sponsored by: Dexter + Chaney

� ursday, November 2, 20177:00 a.m. - 5:30 p.m. Registration Open

7:00 a.m. - 7:45 a.m. Continental Breakfast

7:45 a.m. - 8:00 a.m. Opening Remarks Ellis Hefner, AGC/CFMA Conference Coordinator

8:00 a.m. - 9:15 a.m. General Session 3 3 Rescuing Sundt from Bankruptcy Richard Condit, Economic Independence, LLC

9:15 a.m. - 9:30 a.m. Networking Break Sponsored by: HCSS

9:30 a.m. - 10:45 a.m. Concurrent Sessions (select one) 4 Passing the Buck: When Is It Fair to Ask Someone Else to Take Your Risk? Susan McGreevy, Stinson Leonard Street LLP

5 Financial Statement Analysis from the CPA & Surety Perspectives Emilio Alvarez, E.F. Alvarez & Company, P.A. Carl Castellano, Philadelphia Insurance Companies

6 Tales from the Dark Side – How to Steal $1 Billion (And How to Prevent It) Randy Romes, CliftonLarsonAllen

7 Economic & Investment Outlook: 2018 H. Edward Shill, QCI Asset Management Inc.

S cheduleof Events

Hotel InformationA block of rooms has been reserved at Caesars Palace. To make your reservation online, visit the conference website at: meetings.AGC.org/AGC_CFMA. Room Rate: $189 per night (Monday – Thursday nights) $239 per night (Friday – Sunday nights)

Resort Fee: Attendees will be charged a $25/day resort fee. The resort fee includes: in-room high speed internet, daily access to the fi tness room for two, and local calls.Hotel Reservation Deadline: October 10, 2017

Registration FeesEarly Bird Rates (if received by August 25, 2017):

• $875 Single Registration• $745 Subsequent Registrants from the Same FirmRegular Rates:

• $975 Single Registration• $845 Subsequent Registrants from the Same Firm

Register Today:

Meetings.AGC.org/AGC_CFMA

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Page 3: EARN UP TO 20.5 CPE CREDITSs3.amazonaws.com/rdcms-cfma/files/production/public... · 5 Financial Statement Analysis from the CPA & Surety Perspectives Emilio Alvarez, E.F. Alvarez

of Events10:45 a.m. - 11:00 a.m. Networking Break

11:00 a.m. - 12:15 p.m. Concurrent Sessions (select one) 8 Passing the Buck: When Is It Fair to Ask Someone Else to Take Your Risk? (Repeat of 4)

9 Financial Statement Analysis from the CPA & Surety Perspectives (Repeat of 5)

10 Tales from the Dark Side – How to Steal $1 Billion (And How to Prevent It) (Repeat of 6)

11 Economic & Investment Outlook: 2018 (Repeat of 7)

12:15 p.m. - 1:15 p.m. Lunch

1:15 p.m. - 2:30 p.m. General Session 4 12 When the CEO Came to Oz: Trump’s First 10 Months in Washington, D.C. Dawn Levy O’Donnell, D SQUARED Tax Strategies

2:30 p.m. - 2:45 p.m. Networking Break 2:45 p.m. - 4:00 p.m. Concurrent Sessions (select one) 13 Who Moved the Cheese? How to Embrace Risk in a Rapidly Changing Construction Environment Danette Beck, Marsh USA Inc. 14 The Hitchhiker’s Guide to Micro-Captives & §831(b) Charlie Woodman, Willis Towers Watson

15 Accounting Standards Update Erin Roberts, Engineering & Construction Industry Tim Wilson, BKD, LLP

16 P3 from a Contractor’s Perspective Mike Lucki, Lucki Advisors LLC Tariq Taherbhai, Aon Infrastructure Solutions Aaron Toppston, Walsh Group

4:00 p.m. - 4:15 p.m. Networking Break

4:15 p.m. - 5:30 p.m. Concurrent Sessions (select one) 17 Who Moved the Cheese? How to Embrace Risk in a Rapidly Changing Construction Environment (Repeat of 13) 18 The Hitchhiker’s Guide to Micro-Captives & §831(b) (Repeat of 14)

19 Accounting Standards Update (Repeat of 15)

20 P3 from a Contractor’s Perspective (Repeat of 16)

5:30 p.m. - 6:30 p.m. Reception Sponsored by: Viewpoint Construction Software

Friday, November 3, 20177:00 a.m. - 4:15 p.m. Registration Open

7:00 a.m. - 7:30 a.m. Continental Breakfast

7:30 a.m. - 8:45 a.m. General Session 5 21 FASB Update on Key Projects & Priorities Cullen Walsh, Financial Accounting Standards Board

8:45 a.m. - 9:00 a.m. Networking Break

9:00 a.m. - 10:15 a.m. Concurrent Sessions (select one) 22 Tax Accounting Methods & Elections for Contractors Barry Fischman, Marcum LLP

23 Mergers & Acquisitions, Part 1 Robert Davidson, Davidson Consulting Lee DuChanois, C-Synergy LLC Andy Ray, Oldcastle Materials - Americas

24 Practical Internal Control Procedures – Enhanced Behaviors & Performances Josh Billiard, EKS&H Shane Brown, EKS&H

25 The Secret to Thicker Profi t Margins: Mobile Solutions & Standardized Workfl ows Mark Bennett, Procore Jackie Buck, Harper Construction Company, Inc. Katie Rapp, Procore

10: 15 a.m. - 10:30 a.m. Networking Break

10:30 a.m. - 11:45 a.m. Concurrent Sessions (select one) 26 Tax Accounting Methods & Elections for Contractors (Repeat of 22)

27 Mergers & Acquisitions, Part 2 (Continuation of 23)

28 Practical Internal Control Procedures – Enhanced Behaviors & Performances (Repeat of 24)

29 The Secret to Thicker Profi t Margins: Mobile Solutions & Standardized Workfl ows (Repeat of 25)

11:45 a.m. - 12:30 p.m. Lunch

12:30 p.m. - 1:20 p.m. General Session 6 30 Integrating Mental Health and Suicide Prevention Into Your Company’s Safety, Health, Wellness, and Employee Benefi ts Programs Cal Beyer, Lakeside Industries

1:20 p.m. - 1:30 p.m. Networking Break 1:30 p.m. - 2:45 p.m. Concurrent Sessions (select one) 31 Pivoting from Survive to Thrive in a FinTech World: Managing Future Growth Opportunities Without Going Broke James Nielsen, CreditSuppliers, LLC 32 The Construction CFO’s Role in Managing Today’s Risks Jack Callahan, CohnReznick LLP

2:45 p.m. - 3:00 p.m. Networking Break

3:00 p.m. - 4:15 p.m. Concurrent Sessions (select one) 33 Pivoting from Survive to Thrive in a FinTech World: Managing Future Growth Opportunities Without Going Broke (Repeat of 31) 34 The Construction CFO’s Role in Managing Today’s Risks (Repeat of 32)

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Thank You to Our Sponsors

Register Today:meetings.AGC.org/AGC_CFMAEarn up to 20.5 CPE Credits

November 1-3, 2017 | Las Vegas, Nevada | Caesars Palace

AGC of America2300 Wilson Blvd. Suite 300Arlington, VA 22201-3308www.agc.org

Interested in sponsoring? Contact Samantha Hamel at [email protected]

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™e -Mars, Inc."Compliance at your Fingertips"

Interested in sponsoring? Contact Samantha Hamel at [email protected]


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