CFMA's 2016 Annual Conference and Exhibition

Jun 25, 2016 ‐ Jun 29, 2016


CFMA’s Annual Conference & Exhibition is an amazing opportunity to discover and implement ideas that deliver results. Our conference trains your mind to search for innovative solutions and attendees like you have countless opportunities to make valuable connections with other construction financial professionals and suppliers. Explore resources for both Future Conferences and Past Conferences to gain insight into the unparalleled educational opportunities that CFMA conferences have to offer and prepare for building your professional success!

Standard: $299.00
Members: $199.00

Sessions

Treasury Management (Sessions I & II)

Preview Available

Treasury Management (Sessions I & II)

Jun 25, 2016 8:00am ‐ Jun 25, 2016 12:00pm

Identification: MC2

This 4-part program is designed for Controllers and CFOs of construction companies who want to learn the fundamental skills of Treasury Management. This course will cover the following:


Part I – The Big Picture: Explore the principles and concepts that govern Treasury Management; learn the "whys" and "hows" of accomplishing your objectives; Treasury Management will be discussed in terms of overall Working Capital Management
Part II – Processes & Tools: Cash moves through a construction company within specific activity cycles; learn how effective Treasury Management manages these cycles to either speed or slow the movement of cash through the business, depending on which is most beneficial; discover specific tools and processes that help move and forecast the movement of cash

Speaker(s):
Standard: $49.95
Members: $29.95

IRMI CRIS Course: Workers' Comp

Preview Available

IRMI CRIS Course: Workers' Comp

Jun 25, 2016 8:00am ‐ Jun 25, 2016 5:00pm

Identification: MC1

The interaction of workers' comp insurance with state and federal workers' comp laws is unique in the insurance industry, and changes in these acts or the regulations implementing them have profound effects on the insurance line. Since this is the most costly property and casualty insurance coverage for most contractors, the insurance products and methods of handling this risk have evolved and grown accordingly.

Learning Objectives:

  • Understand how the workers' comp system evolved and how its laws and regulations apply to the construction industry
  • Describe the scope of coverage provided under the workers' comp policy and utilize this information to make recommendations for coverages needed by contractors
  • Comprehend the mechanics of the workers' comp marketplace and be able to evaluate the options open to a contractor to fulfill the requirements of the workers' comp laws
  • Explain the technicalities of workers' comp premium calculation and educate contractors about how workers' comp risks are rated, and analyze factors that can influence the final and long-term price that contractors pay for guaranteed cost programs

Speaker(s):
Standard: $49.95
Members: $29.95

360 Degree View of Your WIP

Preview Available

360 Degree View of Your WIP

Jun 25, 2016 8:00am ‐ Jun 25, 2016 12:00pm

Identification: MC3

This program provides an in-depth view of the Work in Process (WIP) schedule. The first half of the course will cover the basic accounting aspects of WIP – how to calculate, account for, and reconcile costs. Part two will explore the perspective of an internal analysis covering cash flow related to jobs, management and analysis tools, estimated costs to complete and projecting future profits using budgeting and forecasting. Finally, you will learn the significance of your WIP schedule from the third-party user’s perspective and why ensuring its successful performance is necessary to the credibility of your business.

Learning Objectives:

  • Define the WIP and percentage of completion (PCM) accounting methods
  • Demonstrate best practices for internal use and analysis of WIP schedules
  • Identify external analysis of how third-party users such as sureties, banks, CPAs, and others analyze your WIP


Speaker(s):
Standard: $49.95
Members: $29.95

Treasury Management (Sessions III & IV)

Preview Available

Treasury Management (Sessions III & IV)

Jun 25, 2016 1:00pm ‐ Jun 25, 2016 5:00pm

Identification: MC4

This 4-part program is designed for Controllers and CFOs of construction companies who want to learn the fundamental skills of Treasury Management. This course will cover the following:

  • Part III – Insurance Programs & Employee Benefits: Take a serious look at risk management, and the insurance programs that used to manage and mitigate risk; this session will also cover employee benefits, including how self-insured risk programs may be used to help control costs
  • Part IV – Budgeting & Reporting: Cover the alignment of a company’s budgeting process with its annual strategic plans and objectives; discuss developing enterprise and departmental budgets, along with periodic reporting that management needs to effectively manage the business

Speaker(s):
Standard: $49.95
Members: $29.95

Work In Process: A Deep Dive & Advanced Perspective of WIP

Preview Available

Work In Process: A Deep Dive & Advanced Perspective of WIP

Jun 25, 2016 1:00pm ‐ Jun 25, 2016 5:00pm

Identification: MC5

Your Work in Process (WIP) is more than a reporting tool; it is a financial management tool for your construction company. In this advanced workshop, you will learn strategies to turn unexpected profit fade and enhancements into predictable events.

Learning Objectives:

  • Explain how your WIP schedule is more than just a reporting tool
  • Discuss how different contract types are managed on your WIP
  • Show how to account for self-performed work on your WIP without double counting
  • Discuss change orders/additional purchase orders and how they impact gross profit and revenue expectations
  • Describe the role of the formal cost review process in the outcome of the WIP
  • Discuss WIP analysis techniques, tips, and tricks
  • Identify the impact of profit fade and fee enhancements
  • Apply WIP best practices

Speaker(s):
Standard: $49.95
Members: $29.95

Leadership Development Skills for the Emerging CFM

Preview Available

Leadership Development Skills for the Emerging CFM

Jun 26, 2016 7:30am ‐ Jun 26, 2016 12:00pm

Identification: MC8

Today’s business environment creates challenges for the CFM – gaining buy-in, trust and accountability; motivating the team; effectively communicating; staffing dynamics – are some of the topics covered. The complexity of managing and motivating all team members to achieve projects and deadlines requires proven leadership principles, best practices and techniques. This four-hour workshop will provide you with the tools to achieve success incorporating specific construction based situations and examples. Participants will have the opportunity to apply learnings to reality-based situations during the program.

Speaker(s):
Standard: $49.95
Members: $29.95

Accounting & Reporting

Preview Available

Accounting & Reporting

Jun 26, 2016 7:30am ‐ Jun 26, 2016 12:00pm

Identification: MC6

In this program, you will learn how to use acceptable accounting and reporting practices to your company’s advantage and familiarize yourself with sample contractor financial statements. This course covers associated accounting issues, control and allocation methods for overhead, benchmarking and effective performance measures, classification of direct and indirect contract costs, and recent FASB pronouncements and exposure drafts.

Learning Objectives:

  • Distinguish what constitutes acceptable accounting and reporting practices for contractors
  • Recognize contractor financial statements, their uses, and their users
  • Compute and interpret key financial ratios needed for benchmarking
  • Classify various direct and indirect contract costs

Speaker(s):
Standard: $49.95
Members: $29.95

Contracts 101

Preview Available

Contracts 101

Jun 26, 2016 7:30am ‐ Jun 26, 2016 12:00pm

Identification: MC7

You don’t need to be a lawyer to read a contract (though you absolutely want one to!), but you do need to understand what you are reading. You also need to understand the major differences between the AIA documents and the ConsensusDocs. This course will help you learn which clauses to look out for so you can protect your company’s bottom line.

Learning Objectives:

  • Analyze construction contracts and discuss how they shift risk
  • Identify clauses that may be unforseeable and why
  • Recognize contract clauses that can hurt you
  • Propose specific language to manage your risk
  • Modify contract language to your advantage
  • Select the standard clauses you should use
  • Use your lawyer more efficiently

Speaker(s):
Standard: $49.95
Members: $29.95

Sub-Specialty - Automate Me

Preview Available

Sub-Specialty - Automate Me

Jun 27, 2016 7:00am ‐ Jun 27, 2016 8:15am

Identification: DPG2

Learn and share your experiences in this interactive discussion about creative ways subcontractors use technology in the field. Bring a list of apps and solutions that work well in your company and how you use them.

Learning Objectives:

• Field tablet and smartphone use
• Hardware recommendations
• Mobile time reporting apps
• Bring Your Own Device (BYOD) policies

Speaker(s):
Standard: $49.95
Members: $29.95

Heavy/Highway Roundtables

Preview Available

Heavy/Highway Roundtables

Jun 27, 2016 7:00am ‐ Jun 27, 2016 8:15am

Identification: DPG3

Learn and share your experiences with three areas specifically developed with Heavy/Highway contractors in mind. Topics to be covered include the labor shortage, drone usage, and equipment utilization tracking.

Speaker(s):
Standard: $49.95
Members: $29.95

CFMA Benchmarker 2016 Preliminary Results and Best Practices

Preview Available

CFMA Benchmarker 2016 Preliminary Results and Best Practices

Jun 27, 2016 7:00am ‐ Jun 27, 2016 8:15am

Identification: DPG1

Learn about the key data from CFMA’s Benchmarker and how it can impact your company. Learn and share Benchmarker best practices with your conference peers, and walk away with benchmarking techniques that can help you improve your company’s financial and operational performance. KPIs most relevant to contractors, including those related to liquidity, profitability, leverage, efficiency, and productivity Methods by which contractors may manage operations in order to improve financial ratios relied on by sureties and lenders. Understand how others are using the CFMA Benchmarker to improve their bottom line. CFMA's new online Financial Benchmarker tool for 24/7 benchmarking, reporting, and comparisons of your company's financial performance with others in the industry

Learning Objectives:

  • Learn the preliminary results from the 2016 Financial Survey highlighting the 2015 FYE.
  • KPIs most relevant to contractors, including those related to liquidity, profitability, leverage, efficiency, and productivity
  • Methods by which contractors may manage operations in order to improve financial ratios relied on by sureties and lenders
  • Understand how others are using the CFMA Benchmarker to improve their bottom line
  • CFMA's new online Financial Benchmarker tool for 24/7 benchmarking, reporting, and comparisons of your company's financial performance with others in the industry

Speaker(s):
Standard: $49.95
Members: $29.95

Making a Difference

Preview Available

Making a Difference

Jun 27, 2016 8:30am ‐ Jun 27, 2016 10:15am

Identification: GS1

Focusing on the conscious choices we make every day that impact the lives of others, this eye-opening and heartfelt keynote details how to positively influence people in every imaginable way, regardless of position or status.

Learning Objectives:

  • Purpose: It drives you
  • Passion: It fuels you
  • Pride: It defines you

Speaker(s):
Standard: $49.95
Members: $29.95

Annual Tax Update: Strategies to Ease Your Burden

Preview Available

Annual Tax Update: Strategies to Ease Your Burden

Jun 27, 2016 10:30am ‐ Jun 27, 2016 11:45am

Identification: A1

With an improved economy and in the midst of an election year, the tax landscape is poised for change. Do you have the tools and strategies needed to keep more of your money? Attend this session to gain insight on ways to reduce your overall tax burden and understand IRS audit triggers. You’ll hear stories and learn strategies from a 20-year construction tax veteran and a former IRS attorney.

Learning Objectives:

  • Communicate relevant tax updates to your stakeholders
  • Implement strategies to reduce your overall tax burden
  • Apply a variety of tax deferral tactics
  • Avoid an IRS audit and prepare for the possibility of one occurring
  • Understand potential opportunities and steps toward claiming the federal R&D tax credit

Speaker(s):
Standard: $49.95
Members: $29.95

Women in Construction Panel

Preview Available

Women in Construction Panel

Jun 27, 2016 10:30am ‐ Jun 27, 2016 11:45am

Identification: B1

Recording is Not Available

An interactive mini-conference for both men and women. After the panel presentations, attendees will have the opportunity for Q&A with the speakers. Bring your comments, questions, feedback, and experiences to share.

Learning Objectives:

  • Identify the unique advantages and challenges faced by women in the construction industry
  • Understand the importance of gender issues in the workplace both in the office and in the field
  • Recognize differences in male and female perspectives and more effectively integrate both for successful outcomes
  • Learn how industry leaders have responded to gender-specific challenges
  • Discover why it is important for women and men to work in an environment that empowers and encourages females

Speaker(s):
Standard: $49.95
Members: $29.95

Hide Your Goat

Preview Available

Hide Your Goat

Jun 27, 2016 10:30am ‐ Jun 27, 2016 11:45am

Identification: L1

Our fast-paced and stress-filled schedules open the gate to allow people and circumstances every opportunity to “get our goat.” This session puts into perspective how your daily life intersects with people of diverse backgrounds, opinions and personalities. In this eye-opening session, you’ll discover how to avoid being robbed of the opportunity to perform at peak performance because of negativity.

Learning Objectives:

  • How to head off conflict when negativity runs rampant and how to improve your own outlook
  • How to deal with by-products of bad attitudes
  • How to assign the right value to every situation and not give people permission to ruin your day

Speaker(s):
Standard: $49.95
Members: $29.95

Advanced Session - Anatomy of a Surety Bond Claim - The Underwriter's Story

Preview Available

Advanced Session - Anatomy of a Surety Bond Claim - The Underwriter's Story

Jun 27, 2016 10:30am ‐ Jun 27, 2016 11:45am

Identification: R1

From the underwriter’s perspective, discover how a construction company went from new submission, to new account, to a surety claim. After attending this session, attendees will be able to:

  • 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

Speaker(s):
Standard: $49.95
Members: $29.95

Sub-Specialty - Leveraging Technology in Construction: IT Trends & Strategies for Specialty Contractors

Preview Available

Sub-Specialty - Leveraging Technology in Construction: IT Trends & Strategies for Specialty Contractors

Jun 27, 2016 10:30am ‐ Jun 27, 2016 11:45am

Identification: S1

This interactive breakout session with a recognized technology expert on apps and solutions will focus on the various technologies and solutions that are being deployed by specialty contractors in the field. This includes stand-alone solutions that function without any integration back to the main office as well as some solutions that do (e.g., time card collection).

Learning Objectives:

  • Explore the various technologies and solution that are used in the field and emerging technologies that will impact the direction of field solutions
  • Learn how to effectively select and deploy field-based solutions to jobsite personnel
  • Understand how these solutions will fit into the overall architecture of the organization and how to increase their efficiency within the organization

Speaker(s):
Standard: $49.95
Members: $29.95

Leveraging Mobile Technology for Enterprise Data Capture & Analysis

Preview Available

Leveraging Mobile Technology for Enterprise Data Capture & Analysis

Jun 27, 2016 10:30am ‐ Jun 27, 2016 11:45am

Identification: T1

Data crucial to operational efficiency and decision-making is often unstructured, scattered, or trapped within static documents. Many of these are paper documents managed manually, resulting in considerable money, time, and opportunity being wasted. This session will present a practical, comprehensive approach to capturing and analyzing the huge amount of data generated in all departments with ease and immediacy as well as how to leverage that data for powerful metrics and reporting to alert, enlighten, and inform the entire company.

Learning Objectives:

  • Recognize the structure and capabilities of a cloud-based, enterprise-wide information management and analysis system that is anchored by a unified software platform and mobile technology
  • Review real-world case studies and experiences from a large, multi-divisional construction company
  • Create and use electronic forms that include rich data; ensure accuracy and reduce redundant, manual data entry by data binding form fields
  • Understand the critical impact of data-driven metrics on profitability
  • Generate customized reports, dashboards, and alerts


Speaker(s):
Standard: $49.95
Members: $29.95

Emerging Issues Roundup - An Update on Revenue Recognition, Leasing & Other FASB Activities

Preview Available

Emerging Issues Roundup - An Update on Revenue Recognition, Leasing & Other FASB Activities

Jun 27, 2016 2:45pm ‐ Jun 27, 2016 4:00pm

Identification: A2

This session will illustrate the evolution of key implementation concepts of revenue recognition supplemented with examples; expected topics of coverage include identifying performance obligations, measuring variable consideration, accounting for uninstalled materials, required footnote disclosures, and more. This session will also cover the new standard on leasing that is expected to be released in final form by early 2016.

Learning Objectives:

  • Learn how to identify performance obligations in contracts, including a bundle and a series
  • Understand new and more extensive footnote disclosures required by the new revenue recognition standard; example disclosures will be provided to illustrate what to expect
  • Learn about measuring variable consideration, uninstalled materials, and incremental costs of obtaining a contract

Speaker(s):
Standard: $49.95
Members: $29.95

Heavy/Highway - Managing MBE/DBE Compliance

Preview Available

Heavy/Highway - Managing MBE/DBE Compliance

Jun 27, 2016 2:45pm ‐ Jun 27, 2016 4:00pm

Identification: H1

This session will provide insight on the Department of Transportation’s Disadvantaged Business Enterprise (DBE) regulations and compliance. The presenter will bring a unique insight and perspective in how to proactively manage compliance.

Learning Objectives:

  • Understand DBE/MBE requirements
  • Be able to prepare for audits
  • Understand the risks and penalties of noncompliance

Speaker(s):
Standard: $49.95
Members: $29.95

Hiring & Retaining the Right People

Preview Available

Hiring & Retaining the Right People

Jun 27, 2016 2:45pm ‐ Jun 27, 2016 4:00pm

Identification: B2

The goal of most organizations is to have a robust workforce that supports the right people in the right positions as well as a set of systems and culture that keeps them excited to be there. However, the current reality for the construction industry is that there is not only an insufficient quantity of craft workers, supervisors, managers, and staff for available positions, but also that the industry may not be appealing enough to attract and retain the right talent.

Learning Objectives:

  • Explore what recruiting strategies and assessments may improve your chances of initially getting the right people to your front door
  • Understand what primary elements to watch for during the recruiting process to hire quality employees
  • Identify the leadership styles that motivate people and create a productive environment
  • Discover the common mistakes that companies may make when addressing poor employee retention

Speaker(s):
Standard: $49.95
Members: $29.95

Making Finance & Operations Communication Work

Preview Available

Making Finance & Operations Communication Work

Jun 27, 2016 2:45pm ‐ Jun 27, 2016 4:00pm

Identification: L2

This session will identify the primary reasons why friction exists in the communications between finance and operations, and how to eliminate much of this friction to achieve better working relationships.

Learning Objectives:

  • Identify and understand the primary reasons for friction and conflict between accounting and operations and project management
  • Identify specific actions that can successfully reduce the conflict and creating better working relationships
  • Understand that much of the friction exists because operations and project management often do not understand the accounting processes
  • Demonstrate a creative way to explain construction process accounting transactions through the use of black and red poker chips and T-accounts
  • Understand that improving communication with operations and project management cannot be done sitting behind your desk

Speaker(s):
Standard: $49.95
Members: $29.95

Large Project Risk

Preview Available

Large Project Risk

Jun 27, 2016 2:45pm ‐ Jun 27, 2016 4:00pm

Identification: R2

A simple and practical presentation based on questions construction executives should ask themselves when considering taking on new large work – even if it is only considered large for them.

Learning Objectives:

  • Learn the hard questions to ask at the time of business development
  • Discover what questions to ask yourself
  • Discover what questions to should ask the business development and contract professionals on your team
  • Learn the warning signs that don’t stop the project, but do make you stop and think
  • Find out how to become a good business partner while performing your job

Speaker(s):
Standard: $49.95
Members: $29.95

The Big Cloud, Local Data Threats and Managing Risk in 2016

Preview Available

The Big Cloud, Local Data Threats and Managing Risk in 2016

Jun 27, 2016 2:45pm ‐ Jun 27, 2016 4:00pm

Identification: T2

While “the cloud” offers unprecedented efficiencies in data collaboration and centralization, implementing cloud solutions is a daunting task, requiring due diligence and strategic change management. This presentation will highlight the risks of cloud technology and identify the resources and best practices to manage those risks.

Learning Objective:

  • Define the cloud, including current platforms, services, and devices
  • Identify the biggest fears of data in the cloud and which ones are justified
  • Explore the Cloud Security Alliance Big 9 Cloud Threats of 2013 and how they will affect your industry
  • Discuss real case studies of how companies are successfully mitigating cloud threats
  • Learn the technology tools and resources to manage and monitor cloud solutions

Speaker(s):
Standard: $49.95
Members: $29.95

Cybersecurity Risk Management

Preview Available

Cybersecurity Risk Management

Jun 27, 2016 4:15pm ‐ Jun 27, 2016 5:30pm

Identification: T3

High-impact cyberattacks continue to rise for companies of all sizes – and the costs and damages are rising as well. What steps should companies take to prevent breaches, and how should they respond when an attack occurs? This expert panel discusses real-life stories, common challenges, and best practices to develop an effective cybersecurity risk management program.

Learning Objectives:

  • Identify an inventory of all your cyber-related risks and why it is important
  • Discover the steps you can take to mitigate these risks through IT-specific controls and processes
  • Discover the types of insurance that can help manage the risk of damage from cyberattacks
  • Learn what can be done from a legal standpoint if your company experiences a breach or cyberattack

Speaker(s):
Standard: $49.95
Members: $29.95

Tax Techniques for the Small & Midsize Construction Company

Preview Available

Tax Techniques for the Small & Midsize Construction Company

Jun 27, 2016 4:15pm ‐ Jun 27, 2016 5:30pm

Identification: A3

There are many often-overlooked opportunities that can save contractors significant tax dollars, such as the 10% method, proper interpretation of the AMT for cash basis reporting, election of de minimis exceptions for the look-back method, current election of tangible property expensing amounts, costing to contracts to defer taxes, etc. This session will present the complicated tax rules that small and medium sized companies often overlook.

Learning Objectives:

  • Identify specific tax rules that can save the contractor taxes
  • Provide specific IRS code and regulations to show the tax breaks that are allowed but often overlooked
  • Ensure attendees understand that the techniques presented are solid and not questionable loopholes

Speaker(s):
Standard: $49.95
Members: $29.95

2016 Compensation Challenges & the Solutions Necessary to Recruit & Retain Your Best People

Preview Available

2016 Compensation Challenges & the Solutions Necessary to Recruit & Retain Your Best People

Jun 27, 2016 4:15pm ‐ Jun 27, 2016 5:30pm

Identification: B3

Projections from both the contractor and construction user perspectives indicate severe workforce shortages now and potentially for the next three years. Coupled with construction unemployment at a 14-year low, the competition for people will only grow. This session will address the combined impact of workforce availability and pay on contractor recruiting/retention efforts. Participants will walk away with sound options to modify their pay programs while maintaining control over their available compensation dollars.

Learning Objective:

  • Identify at least three unique benefits or perks that can be used in your company
  • Be able to define at least two scenarios that show wage compression
  • Distinguish between the different compensation practices needed for recruitment and those vital to retention
  • Identify the five action steps to implement before 2017 to ensure your compensation program meets the objectives to recruit, retain, and motivate your staff

Speaker(s):
Standard: $49.95
Members: $29.95

Negotiation Skills - Gaining the Edge Without Falling Off the Cliff

Preview Available

Negotiation Skills - Gaining the Edge Without Falling Off the Cliff

Jun 27, 2016 4:15pm ‐ Jun 27, 2016 5:30pm

Identification: L3

Negotiation is a fundamental business skill. As a CFM, you are a negotiator of unsigned change orders, schedule extensions, new lease space for your expanded operations, or the conflict that could bring down your company. In this hands-on program, sharpen your skills by learning common negotiation behaviors, strategies, and tactics so that you can positively influence an outcome and change opponents into opportunities.

Learning Objectives:

  • Identify, evaluate, and counter negotiation tactics
  • Create effective strategies for dealing with difficult problems and people
  • Gain a better understanding of key concepts such as Best Alternative to Negotiated Agreement (BATNA) and Zone of Possible Agreement (ZOPA)
  • Gain an appreciation for negotiations based on value creation (principled) vs. adversarial (positional)

Speaker(s):
Standard: $49.95
Members: $29.95

Advanced Session - Risk Management

Preview Available

Advanced Session - Risk Management

Jun 27, 2016 4:15pm ‐ Jun 27, 2016 5:30pm

Identification: R3

Construction risk management is a specialized field and discipline. Today’s CFM’s are expected to possess increasing knowledge of surety, expertise in insurance coverage and risk management techniques. This Advanced Track session will focus on skills, tools and resources to improve your risk management awareness and acumen. The session format will combine brief presentations on insurance gap analysis, determining key leading indicators for safety and risk management, and acquiring insights into evaluation of your or your subcontractor's Surety. Each will have facilitated discussion focused on group learning and information exchange. Afterwards, you should be able to critique your company's risk management platform and develop an action plan for process improvement in strategic risk management.

Speaker(s):
Standard: $49.95
Members: $29.95

Sub-Specialty - Attract, Train & Retain Talented Young Trades People with an In-House Apprenticeship Program

Preview Available

Sub-Specialty - Attract, Train & Retain Talented Young Trades People with an In-House Apprenticeship Program

Jun 27, 2016 4:15pm ‐ Jun 27, 2016 5:30pm

Identification: S2

It is no secret that skilled trades are experiencing an extreme labor shortage, which is hampering the ability of many Sub-Specialty companies to grow. By analyzing and clearly documenting the positions that are being left empty by an aging workforce and capitalizing on the desires of members of the younger generation for a meaningful career path that allows them to positively impact their community and environment, we can harness the energy of our youth into dedicated, long-term employees.

Learning Objectives:

  • Learn how to segment job descriptions for field/skilled labor positions into levels of progression that put workers more in control of their career advancement
  • Understand how to attach training objectives to each level/position to enable workers to progress between levels while meeting job requirements and addressing safety concerns
  • Learn how to engage tradesmen nearing retirement in the succession process by training new workers, prolonging careers by shifting from producing to teaching
  • Identify nontraditional aspects to trade positions that will help engage members of the younger generation – capitalizing on their desire to be part of something bigger
  • Understand how to transfer the positions and training tracks into a structured compensation program, creating a clear pay scale at each level

Speaker(s):
Standard: $49.95
Members: $29.95

Large-Firm CFO Roundtable Discussions

Preview Available

Large-Firm CFO Roundtable Discussions

Jun 28, 2016 7:00am ‐ Jun 28, 2016 9:15am

Identification: DPG4

Join your like-minded peers for thought-provoking roundtable discussions about the issues that are challenging construction financial professionals of large construction companies. This format continues to be a dynamic and popular session at the Conference and is intended for the CFOs/financial management staff of contractors with revenues in excess of $100M.

Speaker(s):
Standard: $49.95
Members: $29.95

Medium-Firm CFO Roundtable Discussions

Preview Available

Medium-Firm CFO Roundtable Discussions

Jun 28, 2016 7:00am ‐ Jun 28, 2016 9:15am

Identification: DPG5

Join your like-minded peers for thought-provoking roundtable discussions about the issues that are challenging construction financial professionals of medium-sized construction companies. This format continues to be a dynamic and popular session at the Conference and is intended for the CFOs/financial management staff of contractors with revenues of $25-100M.

Speaker(s):
Standard: $49.95
Members: $29.95

Small-Firm CFO Roundtable Discussions

Preview Available

Small-Firm CFO Roundtable Discussions

Jun 28, 2016 7:00am ‐ Jun 28, 2016 9:15am

Identification: DPG6

Join your like-minded peers for thought-provoking roundtable discussions about the issues that are challenging construction financial professionals of small construction companies. This format continues to be a dynamic and popular session at the Conference and is intended for the CFOs/financial management staff of contractors with revenues of $1-25M.

Speaker(s):
Standard: $49.95
Members: $29.95

Advanced Session - Accounting for Complex Insurance Programs

Preview Available

Advanced Session - Accounting for Complex Insurance Programs

Jun 28, 2016 9:30am ‐ Jun 28, 2016 10:45am

Identification: R4

Construction companies are getting more involved in complex insurance programs to help manage various construction and business risks. Accounting for these programs as well as projecting the impact to your balance sheet, income statement, and tax returns can be complicated. We will provide a deeper dive into these types of programs and how to methodically account and evaluate the impact of these programs to your financial statements and tax returns.

Learning Objectives:

  • Gain a deeper understanding of the various types of complex insurance programs and related cash flows
  • Learn how to set up the initial accounting for these types of programs and how to record the ongoing activity
  • Learn the impact of these programs on your balance sheet, income statement, and related cash flows as well as related projections
  • Learn how these programs will impact your current and future book vs. tax differences to determining your taxable income



Speaker(s):
Standard: $49.95
Members: $29.95

Employee Recruitment & Retention - A Unique Perspective

Preview Available

Employee Recruitment & Retention - A Unique Perspective

Jun 28, 2016 9:30am ‐ Jun 28, 2016 10:45am

Identification: B4

Every construction company struggles with the question of how to retain the best employees. This session will provide a unique perspective on how companies retain key employees and what the top candidates are looking for within an organization.

Speaker(s):
Standard: $49.95
Members: $29.95

Advanced Session - Contracts in Progress Schedule: Analysis, Issues & Strategies

Preview Available

Advanced Session - Contracts in Progress Schedule: Analysis, Issues & Strategies

Jun 28, 2016 9:30am ‐ Jun 28, 2016 10:45am

Identification: A4

This session will cover the preparation, analysis, and presentation of the contracts in progress schedules, including completed contract schedules and related reconciliations and disclosures. The discussion will also include analytical procedures and strategies related to percentage of completion calculations, costs to complete, front-end loading, underbillings, overbillings, change order and claims recognition, fade/gain analysis, and other matters related to contracts in progress.

Learning Objectives:

  • Learn to spot indicators of problems or potential risks on contract schedules
  • Learn to use historical gross profit, fade/gain analysis, front-end loading analysis, and other analytical procedures to support the CIP schedule
  • Learn strategies to analyze underbillings and determine when an adjustment to estimated profit could be necessary
  • Learn about the formats for presentation and disclosure of contract schedules required by GAAP and construction industry standards, including surety expectations
  • Discover best of class contractor benchmarks for contract analysis

Speaker(s):
Standard: $49.95
Members: $29.95

Past, Present & Future: How Contractors Succeed & Which Trends Are Emerging for the Future

Preview Available

Past, Present & Future: How Contractors Succeed & Which Trends Are Emerging for the Future

Jun 28, 2016 9:30am ‐ Jun 28, 2016 10:45am

Identification: L7

While many contractors of all sizes struggle to keep existing clients and maintain a foothold, others gain traction, build backlogs, run profitably, and penetrate new areas of specialization. So what is their secret? Why do some companies do well while others just barely survive? This session will present several case studies and distill the relevant factors that make these companies unique and successful.

Learning Objectives:

•Understand the business imperatives for surviving in the construction industry
•Recognize the common mistakes contractors make
•Build a company fit for the next challenge

Speaker(s):
Standard: $49.95
Members: $29.95

Heavy/Highway - Moving Toward Generally Accepted Principles for Equipment Management

Preview Available

Heavy/Highway - Moving Toward Generally Accepted Principles for Equipment Management

Jun 28, 2016 9:30am ‐ Jun 28, 2016 10:45am

Identification: H2

This session is a first step toward defining a set of generally accepted principles for equipment management by defining information requirements of cost and cost control, reliability and downtime, utilization and availability, and fleet average age. Data requirements and actionable metrics will be defined in each area and it will show how the standardized information produced can be used to support decisions and improve results.

Learning Objectives:

  • Understand the need for generally accepted principles in the design and implementation of equipment management information systems
  • Define the data and information needed to measure performance in cost, reliability, utilization, and fleet age
  • Enumerate ways in which the information produced in these four areas can be used to support decisions and improve results

Speaker(s):
Standard: $49.95
Members: $29.95

Technology for Operations' Sake: Effective IT Project Implementation

Preview Available

Technology for Operations' Sake: Effective IT Project Implementation

Jun 28, 2016 9:30am ‐ Jun 28, 2016 10:45am

Identification: T4

Have your past technology investments fallen short on producing promised benefits? Do you have the full buy-in of your field personnel? Do your new technologies work together as expected? Perhaps this is the year for some big technology investments. Do you have a clear implementation process? Do you have the needed technology and operations expertise? Our experienced construction IT consultant PM team will share what you need to be successful.

Learning Objectives:

  • Review effective IT governance tools used in project selection project management and identify what stakeholders need to be involved in each
  • Identify critical roles and responsibilities of effective IT project delivery teams, including what non-IT resources must be included and when to consider outside consultants
  • Learn why effective communication between IT, management, and end-user groups is critical to successful implementations and how to build a communication plan
  • Learn how to gather useful business process and system requirements to ensure functional fit and support user acceptance
  • Learn how to effectively plan and manage demonstrations, testing, training, go-live, and support steps to meet the needs of both IT and the business unit(s)

Speaker(s):
Standard: $49.95
Members: $29.95

Leading from the Inside Out

Preview Available

Leading from the Inside Out

Jun 28, 2016 11:00am ‐ Jun 28, 2016 12:30pm

Identification: GS2

Leadership is complex and challenging. Every leader is different in terms of style, experience, and approach. It turns out, however, that the greatest leaders – those who inspire the greatest performance in others – have a few things in common. Backed by compelling research within the construction industry, this interactive session reveals the often overlooked attributes that differentiate good leaders from great ones.

Learning Objectives:

  • Understand the most important attributes of leadership and why they are so critical
  • Evaluate your personal leadership effectiveness in the context of a comprehensive leadership model
  • Learn how to more accurately predict who will make the most effective leaders in your organization

Speaker(s):
Standard: $49.95
Members: $29.95

Reading the Tea Leaves: Forecast & Trends in the Capital Markets for Contractors

Preview Available

Reading the Tea Leaves: Forecast & Trends in the Capital Markets for Contractors

Jun 28, 2016 2:45pm ‐ Jun 28, 2016 4:25pm

Identification: L5

This interactive panel of finance experts, moderated by a seasoned industry CFO, will discuss future trends in the debt and financing market for contractors and cover the impact of rising interest rates, effect of new lending regulations, industry consolidation themes, and more. Attendees will gain a clear view of the debt and equity markets and the practical implications for contractors, along with actionable recommendations for CFMs to help guide their construction businesses in the future.

Learning Objectives:

  • Identify changes impacting the capital markets and how they might be expected to affect CFMs and their companies in the next 2-5 years
  • Assist CFMs in identifying practical financing strategies to handle the rising interest rate environment in the coming years
  • Understand potential sources of financing (senior, junior, secured, unsecured) and the pros and cons for each, with a focus on the future market changes
  • Explain changing regulatory landscape facing financial institutions and educate CFMs on how they can best position their companies to navigate the new financial environment
  • Understand likely future activity in mergers and acquisitions and how best to position a company for a potential exit event given current market dynamics

Speaker(s):
Standard: $49.95
Members: $29.95

Sub-Specialty - Bottom Line: How Can Sub-Specialty Contractor CFMs Improve Project Profit?

Preview Available

Sub-Specialty - Bottom Line: How Can Sub-Specialty Contractor CFMs Improve Project Profit?

Jun 28, 2016 2:45pm ‐ Jun 28, 2016 4:25pm

Identification: S3

This panel of Sub-Specialty CFMs will discuss best practices and respond to attendees’ questions regarding cash flow, contract clauses, change order turnaround, restrictions on change pricing, collections, and improving communication between operations and accounting.

Learning Objectives:

  • Define areas of the CFM role that can impact project profitability
  • Discuss examples of best practices and compare to current methods in your organization
  • Identify key areas for implementation in your organization

Speaker(s):
Standard: $49.95
Members: $29.95

Advanced Session - Accounting & Financial Statement Issues for Construction Contractors

Preview Available

Advanced Session - Accounting & Financial Statement Issues for Construction Contractors

Jun 28, 2016 2:45pm ‐ Jun 28, 2016 4:25pm

Identification: A5

This session will review and discuss select advanced accounting, financial statement presentation, and reporting matters facing construction contractors and users of their financial statements, including current accounting pronouncements, joint ventures, and other accounting issues.

Learning Objectives:

  • Gain an understanding and awareness of common issues surrounding the accounting and financial statements of a construction contractor
  • Review and understand such advanced contractor issues as unapproved change orders/claims, joint ventures, insurance, and other contract related reserves
  • Understand select new accounting pronouncements that will impact the construction industry, including revenue recognition, VIE reporting requirements, goodwill, etc.

Speaker(s):
Standard: $49.95
Members: $29.95

Mental Illness & Suicide: Break the Silence & Create a Caring Culture

Preview Available

Mental Illness & Suicide: Break the Silence & Create a Caring Culture

Jun 28, 2016 2:45pm ‐ Jun 28, 2016 4:25pm

Identification: B5

The human and financial impacts of untreated or mistreated mental health conditions are staggering. Untreated or poorly managed mental health conditions become apparent in the workplace – sometimes in obvious ways, and sometimes in subtler ways. The construction industry is one of the occupations at greatest risk for suicide. CFMs must have an active role in helping address mental health awareness and promoting suicide prevention in their organizations. Successful leaders will boldly and proactively address the issue.

Learning Objectives:

  • Illustrate how mental health and suicide is a business problem
  • Highlight the human and financial impacts of mental health manifestations 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

Speaker(s):
Standard: $49.95
Members: $29.95

Advanced Session - Contractual Risk Transfer

Preview Available

Advanced Session - Contractual Risk Transfer

Jun 28, 2016 2:45pm ‐ Jun 28, 2016 4:25pm

Identification: R5

Contractual risk transfer is a critical element of any successful risk management program. This session focuses on key elements required to manage the upstream and downstream transfer of risk through indemnification, insurance, and associated risk transfer language contained in various contract agreements. Real-life examples of failures that occur in the construction industry will underscore the need for very specific contract language and administrative review processes. Extensive technical resources will be provided.

Learning Objectives:

  • Understand the most common risk transfer and lower-tier insurance failures that continue to plague the construction industry
  • Identify how to assess failure points and potential gaps in subcontracts, trucking, and vendor service agreements
  • Learn about critical lower-tier insurance review and approval processes as well as contract administrator training and education that your company should implement
  • Walk away with extensive resources and tools to improve your company’s contractual risk transfer policies and procedures


Speaker(s):
Standard: $49.95
Members: $29.95

Simple Tech Solutions: Finding, Developing & Integrating Easy-to-Implement Construction Apps

Preview Available

Simple Tech Solutions: Finding, Developing & Integrating Easy-to-Implement Construction Apps

Jun 28, 2016 2:45pm ‐ Jun 28, 2016 4:25pm

Identification: T5

Explore easy-to-use mobile and web applications that can be integrated into your company’s construction process. This session will review technology tools that, with simple implementation, can address far-reaching problems and inefficiencies. Learn how companies today are employing these solutions and creating competitive advantages on projects without having to adopt full enterprise software suites. From reporting time to sharing project photos, explore how these mobile and cloud solutions can work for you.

Learning Objectives:

  • Review the evolution of mobile construction technology
  • Discuss the available and emerging cloud solutions available by web and mobile
  • See how companies have implemented and integrated simple workflow solutions for big results


Speaker(s):
Standard: $49.95
Members: $29.95

Best/Worst Financial Signs & Practices for Contractors

Preview Available

Best/Worst Financial Signs & Practices for Contractors

Jun 28, 2016 4:35pm ‐ Jun 28, 2016 5:55pm

Identification: A6

This interactive session is based on years of real-life experience and data will include 10 items each for strong, improving, struggling, and failing contractors.

Learning Objectives:

  • Identify and understand the best and worst financial signs of strong, improving, struggling, and failing contractors, including key financial statement elements and ratios
  • Identify and understand the best and worst financial practices of these contractors, including key contract bidding and performance procedures
  • Hear from other session attendees about their experience and how they rank the importance of items discussed

Speaker(s):
Standard: $49.95
Members: $29.95

Employer Health Care Deconstructed: The Shifting Tectonic Plates

Preview Available

Employer Health Care Deconstructed: The Shifting Tectonic Plates

Jun 28, 2016 4:35pm ‐ Jun 28, 2016 5:55pm

Identification: B6

Private exchanges, specialty prescriptions, deteriorating population health, and compliance uncertainty have employers concerned about rising and unpredictable health care costs. This session will detail strategies in these key areas of health plan costs management for contractors. Case studies and specific cautionary examples will assist attendees in garnering the necessary knowledge to navigate the coming years for their employer-sponsored health plan.

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


Speaker(s):
Standard: $49.95
Members: $29.95

Leading from the Inside Out, Continued

Preview Available

Leading from the Inside Out, Continued

Jun 28, 2016 4:35pm ‐ Jun 28, 2016 5:55pm

Identification: L4

This session builds on the concepts introduced in “Leading from the Inside Out” (GS2). Through case study examples, hear what real organizations and individuals are doing to develop the leadership capabilities that produce the greatest sustainable leadership impact. Additionally, this session shares how the most valuable leadership capabilities produce not only a healthier bottom line, but also a better quality of life for all involved.

Learning Objectives:

  • Hear about proven methods for developing the most illusive and valuable leadership qualities
  • Discover what is required for every individual and organization to maximize the value gained from its leadership development efforts
  • Analyze your own and your organization’s leadership development practices for efficiency and effectiveness
  • Understand the essential conversations you need to have to develop exceptional leaders for the future of your organization
  • Learn how the most effective leadership capabilities make both your profits and your life richer

Speaker(s):
Standard: $49.95
Members: $29.95

The Environmental & Regulatory Impact of Contractors Pollution Liability Insurance

Preview Available

The Environmental & Regulatory Impact of Contractors Pollution Liability Insurance

Jun 28, 2016 4:35pm ‐ Jun 28, 2016 5:55pm

Identification: R6

Environmental liabilities have the potential to impact almost any contractor working at a construction jobsite. The purchase of Commercial Pollution Liability (CPL) insurance is motivated by contractual requirements and the need for asset protection in the event of an environmental loss. Learn about environmental exposures at jobsites, review various forms of liability with respect to federal and state laws, learn the limitations of the Commercial General Liability (CGL) policy, and understand coordination of defense between multiple insureds and carriers.

Learning Objectives:

  • Understand what a potential responsible party is and why it may be held liable and financially responsible for contamination at a site
  • Define the types of loss environmental exposures faced by insureds on construction projects and the regulatory landscape within which they need to operate
  • Review strict, joint, several, and retroactive forms of liability as it pertains to federal and state laws
  • Learn why the CGL policy does not provide adequate coverage for a pollution event and why pollution coverage is needed
  • Understand the consequences associated with coordinating the defense of multiple coverages, multiple insureds, and multiple carriers

Speaker(s):
Standard: $49.95
Members: $29.95