Inspiration, Tips, and Words

of Wisdom from CFMA’s

2016 Conference Attendees

and Beyond!

I BUILT IT F RWARD

I BUILT IT F RWARD

Here is how CFMA

BUILDING IT F RWARDCONSTRUCTIONFINANCIALMANAGEMENTASSOCIATION

The Conference to Build Success | June 25-29, 2016 | San Antonio

Here is how CFMA

and Beyond

I BUILT IT F RWARD

I BUILT IT F RWARD

With record-breaking attendance of nearly 1,000 CFMA members,

the 2016 Annual Conference & Exhibition in San Antonio was all about

Building It Forward with unparalleled education, networking, insights from

industry experts, and a packed Exhibition floor! There was no question that

CFMA’s Conference was where CFMs could address all the challenges faced

daily–from IT to risk to HR!

The spirit of Building It Forward was definitely in the air as attendees supported the

Conference charity, made invaluable connections with peers, and invested in forums and

roundtable discussions showcasing the latest industry technologies and thought leaders.

But how exactly are CFMA members Building It Forward?

Read on for the highlights of best practices from around the country to implement

personally and professionally.

And to EVERYONE who shared their inspirational nuggets–

THANK YOU FOR BUILIDING IT FORWARD!

BUILDING IT F RWARDCONSTRUCTIONFINANCIALMANAGEMENTASSOCIATION

The Conference to Build Success | June 25-29, 2016 | San Antonio

#cfmaconf

CFMA CHAPTERS

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I BUILT IT F RWARD

I am drafting a contract and list of responsibilities for our chapter admin to ensure stability going forward. Courtney Channel, Charlotte Chapter, Primax Properties

I share information from CFMA with at least one client before filing it. Anna Fisher, Central TX, Austin, and Heart of Texas Chapters, Contractors Edge

Hosting Chapter Summit and encouraging chapters to share ideas! Bryan Johnson, Atlanta Chapter, Harcon Inc.

Helping my chapter with raising funds for our scholarship fund! Bill Dawley, San Antonio Chapter, Suretec

I’m finishing out my 10th year as Chair of Education of the Central Indiana Chapter and helping to transition to a new leader! Ridge Miller, Central Indiana Chapter, Crowe Horwath LLP

Spread the word of how CFMA can help others: Company Support, Personal Growth, Professional Education! Steve Tenney, Des Moines Chapter, Story Construction

Design, redesign and “update” new member onboarding and new member attraction! Lynne Pace, Valley of the Sun Chapter, DL Withers Construction LLC

I chair the Chicago Chapter Awards Committee. Kirk Liskiewitz, Chicago Chapter, DSP Insurance

Actively participating in HOT CFMA by organizing great speakers! Janna Janes, Heart of Texas Chapter, Matous Construction

Working on new member initiative in Middle Tennessee Chapter! Matthew Hale, Middle Tennessee Chapter, Cooper Travis and Company PLC

Creating a new CFMA chapter, so my area has exposure to this great organization! Jason Keen, Mid-South Chapter, Lehman-Roberts

Building a great chapter that increases the value of our members to their companies! John Miramontes, Las Vegas Chapter, Lawyer Trane

Volunteering with ICCIFP and CFMA mentor program! Melissa Rutledge, Dallas/Ft. Worth Chapter, GCC Enterprises

Continue to be involved in CFMA and be present at the meetings! Janice Lowery, Central Florida Chapter, Balfour Beatty

Founding member of Ozarks Chapter. One of two newest CFMA Chapters! Bryce McDermott, Ozarks Chapter, Branco Enterprises

Bringing new staff into CFMA! Jack Biven, SouthCentral Louisiana Chapter, Insulations Inc.

I joined the Construction Industry, I joined CFMA, I became a CCIFP, I joined the chapter board, looking to join the mentor program. Building my construction career forward! Rashon Cooper, Inland Empire Chapter, Arizona Pipeline

Sharing knowledge to develop educational content for other CFMA members! Tracey Fenolio, Chicago Chapter, FCL Builders

Tell everyone about CFMA! Lynne Pace, Valley of the Sun Chapter, DL Withers Construction LLC

Strengthen engagement of Houston Chapter Board Members! Charles Sommer, Houston Chapter, Tellepsen

Creating graphics for CFMA members’ events and conferences. Love helping and connecting with our members! Susan Flood, CFMA HQ

Ensuring our Connection Café has the answer to our members’ greatest challenges. Brian Summers, CFMA HQ

MENTORING & EDUCATION

Mentoring new chapter members/chapter community outreach. George Parrott, Middle Tennessee Chapter, Cooper, Travis and Co PLC

Developing my department staff to learn the best practices I have incorporated into my daily worklife. Dave Kelbley, Northwest Ohio Chapter, The Douglas Company

Sharing my experience and knowledge learned with coworkers! Sam Nunez, Houston Chapter, Marek Family of Companies

Mentoring younger generation, passing on knowledge. Linda O’Brien, Valley of the Sun Chapter, Fann Contracting

Mentoring younger employees. Casse Tate, Central Indiana Chapter, Katz Sapper and Miller

Give people advice and mentor with the following: “Before speaking and taking actions, walk through life in someone elses shoes.” Michael Griffin, Chicago Chapter, Crowe Horwath

Networking and mentoring other CFMs. Katie Robbins, Northeast Ohio Chaper, Donley’s, Inc.

Mentoring to provide value-added support to operations. Raising the bar. Amanda Johnson, Edmonton Chapter, Graham

Spend more time mentoring staff and providing constructive feedback. Mike Testani, New Jersey Chapter, Weeks Marine

Mentoring my controller & growing her CFMA experiences! Michelle Leonard, Central Indiana Chapter, North Mechanical

As a 30+ year veteran CFM, I am volunteering my time to CFMA to educate the next generation of CFMs! Kevin Booth, Las Vegas Chapter, Westcor Companies

Teach and mentor my assistant to take over my job when it comes time to retire. Chris Ciccone, Triangle Chapter, Horne Brothers Construction

I am currently on the local school board. At work I have started teaching classes on sales and use tax and WIP cost revenue projections to the project teams. Monty Anderson, Portland Chapter, Tapani, Inc.

Developing the younger generation of CFMs. Denice Allison, Heart of Texas Chapter, EBCO General Contractor

Training my assistant controller to be a CFM who will help lead, not just be an accountant! Tim Edwards, Triangle Chapter, Sears Contract Inc.

I am the scholarship chairperson for the Twin Cities Chapter. By contributing to the education of future accountants in the construction industry we are building it forward. Mike Michelsen, Twin Cities Chapter, Stahl Construction Company

Training my staff for the future. Herman Koempel, Puget Sound Chapter, Purcell P&C, LLC

Mentoring my employees both personally and professionally. Giving them the courage to build great things! Frank Albanese, Massachusetts Chapter, Pavilion Floors

Mentoring coworkers and others to the industry, while continuing my own mentoring. Kris Romero, Albuquerque Chapter, Sandia National Laboratories

We have assembled a team of young future leaders and are investing in them to home grow our successors. Mike Spinosa, Rochester Chapter, Evans Roofing Company

Mentoring younger members to be more involved.Lorie Eaker, Minneapolis Chapter, Adolfson and Peterson Construction

I BUILT IT F RWARD

Mentoring for Leukemia and Lymphoma Society. Caryl Coronis, Houston Chapter, NBG Constructors

Volunteer at local elementary school and Special Olympics! Brian Dewey, Atlanta Chapter, Equipment Watch

Reassessing how I respond to things, trying to put a more positive spin on everything because it trickles down! Susan Bowman, Dakota Chapter, Comstock Construction

Get more involved! Marcelle Mallais, Middle Tennessee Chapter, John W. McDougal

Working to not allow others to determine my day! Betsy Zietlow, Lansing Chapter, Wieland Focusing on my more important job: “Dad”! Jarrod Dyer, Central Texas Chapter, IE2 Construction

Volunteer treasurer/tax preparer for dance school booster club. Sara Hordyk Portner, Twin Cities Chapter, Adolfson and Peterson Construction Teach at a men’s bible study weekly. Dan Ebert, St. Louis Chapter, Wiegmann Association

Spearheading the effort to assist two displaced family victims of the Louisiana flooding in March 2016. Guy Guidry , Greater New Orleans Chapter, Weeks Marine Doing community service with the Lions Club! Raymond Nii, Honolulu Chapter, Grace Pacific Promote healthy habits through nutrition. Cecilia Nickerson, Massachusetts Chapter, Brox Industries Inc.“Can’t” is not a word we use in our house! Albert Fedders, Greater Cincinnati Chapter, ML Barnard Listen to others and put them first. Be positive at all times. Tom Barnes, Tri-State Indiana Chapter, Southwind Construction Corp I serve as Director/Treasurer of Diving with Heroes, a non-profit serving wounded warriors. Chris Jones, S.W. Rodgers Co., Inc.

I BUILT IT F RWARD

PERSONAL LIFE

TECHNOLOGY

Doing technology research to streamline systems. Roxi Phipps, Central Texas Chapter, Smith Contracting Company Inc.

Bringing secure and cost effective electronic payment solutions to the construction industry! Jim Campbell, Charlotte Chapter, Avidxchange

Document computer systems and mobile technology to leverage software for improved efficiency. John B Walter, St Louis Chapter, OCCC Inc.

Use benchmarking data to gauge our company against others. Christine Kettelkamp, Valley of the Sun Chapter, Jenco

Get more out of Sage using My Assistant, Office Connector, and a consultant if needed. Jim Pedigo,Middle Tennessee Chapter, Crain Construction

WORK

LOGGING INLog in to CFMA’s Online Education at cfma.digitellinc.com/cfma/. At the upper right

click Login. You will be redirected to cfma.org to enter your username and password.

After successfully logging in, you will be redirected back to CFMA’s Online Education.

I BUILT IT F RWARD

Sharing the benefits of the conference with first time attendees! Lisa Autino, Valley of the Sun Chapter, Caliente Construction, Inc.

I never turn down networking requests from folks in the job market and love helping these folks! Bona Allen, Atlanta Chapter, Kajima Building and Design

Helped start Heart of Texas Chapter and I am retiring in 2-3 years, recruited three other people at EBCO to take my place! Chip Keith, Heart of Texas Chapter, EBCO General Contractor

Reinventing myself after being a CFO for 40 years and become a meaningful consultant! Dennis Berg, New York City Chapter, Contractors Administrative Tools

Getting new ideas for added value! Jeremy Smallwood, Dallas/Ft. Worth Chapter, Walker Engineering

Making a difference building personal relationships in the workplace. Tim Moll, Charlotte Chapter, United Infrastructure Group

I am new to the construction industry so plan to take what I learn here aback to NE to help improve our processes and efficiency. Krystal Sund, CL Construction LLC

I will be sharing all of the knowledge gained at this conference with all of the construction staff at my firm. Michael Curry, New Jersey, Woodbridge, and New York City Chapters, SaxBST

Working with company ownership to transfer operational management from father to son. Leading the board of an orphanage in Honduras into the next phase of development. Kevin Gallagher, Central Ohio Chapter, Head Inc.

Encouraging employees to communicate about everything – use your words; resolve conflict! Mary Arnesen, Colorado Chapter, Hydro Construction Co Inc.

Always learning and passing that knowledge on! Jeff Baldwin, Holt Construction Corp

Be more proactive with my clients! Ben Lyon, Katz Sapper and Miller

Take energy and ideas back to the chapter to grow and promote CFMA! Laura Brandt, Northwest Ohio Chapter, Campbell, Inc.

By seriously committing to taking one thing back to Harcon to implement from this conference. Mel BurgEs, Atlanta Chapter, Harcon Inc.

I bring fresh ideas back to my chapter from the chapter summit. Bryan Johnson, Atlanta Chapter, Harcon Inc.

Giving a presentation to my firm on all the great tips I learned. Nic Waldenmayer, Orange County Chapter, HMWC CPAs

Take the time to validate the people who add value to your company. Ariel Sanchirico, CFMA HQ

Keep the Momenum Going & Keep Building it Forward by Sharing:

• Tips to make a task easier

• How you motivate your team in taking on a new challenge

• Results from spending time coaching Little League

• Ideas about mentoring a colleague in your office

• Successes in heading up a recycling effort in your community

• Any other ways you are Building it Forward

CONSTRUCTIONFINANCIALMANAGEMENTASSOCIATION

in San Antonio

THANKYOU

FOR

BUILDING IT F RWARD

http://pages.cfma.org/building_it_forward