CFMA’s Annual Conference is designed for CFOs, controllers, and financial managers in the construction industry; construction CPAs; banking and financial service professionals; insurance professionals; surety underwriters; attorneys; and other construction industry specialists.
From early morning Dawn Peer Groups to informative Breakout Sessions, popular General Sessions and Roundtable Discussions – CFMA’s conference programs provide the tools and skills you need to keep up with the changes and challenges in construction financial management. In this on demand archive, you’ll find specialized topics by thought-provoking speakers that will help you to succeed in this unique industry.
Featured programs from our 2015 Annual Conference:
Maximizing productivity on the jobsite is one of the core challenges any contractor faces. The constantly changing remote access technology options can present additional challenges. However, when the goals and strategies are well-thought out and the communication to the jobsite is done right, they can dramatically impact production and efficiency and promote a collaborative environment among accounting, project management, and the workforce. Presenters include technology experts, financial executives, and operations leaders.
Evaluate how multiple software vendors and contractors are working together to connect the jobsite and office in a real-time environment.
Explore emerging technologies such as HTML5 and Node.JS that allow development of device agnostic web apps that work even when Internet connectivity is unavailable.
Discuss remote access technology options that can dramatically impact production, efficiency, and collaboration between the jobsite and office.
For contractors, careful cash management isn’t just a competitive advantage – it’s a necessity. In this session we’ll discuss best practices for handling liquid capital on the balance sheet while meeting current cash flow needs. You’ll learn how to conduct a liquidity optimization analysis and walk away with concrete ideas on how to make your cash work for you.
Understand the principles of cash flow and duration matching – increase flexibility and limit interest rate risk while keeping cash accessible.
Learn best practices for handling liquid capital on your balance sheet while meeting your current cash flow needs.
Understand how and why to segment your liquid capital.
Discover ways to mitigate organizational risk by using a strong investment policy statement.
Construction company mergers and acquisitions represent a growing trend and an expression of strategic activity. This session provides insight into the underlying forces of this activity and an informed perspective on what will likely happen in the coming years.
This presentation will provide significant statistics regarding the level of activity in the U.S. Heavy/Highway construction industry, with special focus on major public projects taking place around the nation. Attention will also be given to the Federal Highway Trust Fund and measures being taken to increase funding for highway construction.
Synthesize information regarding current and prospective levels of highway investment in the U.S.
Provide statistical detail regarding the geographic distribution of highway investment across the U.S.
Summarize pending legislation that has the potential to shape the level and types of highway investment to take place in the future
This session will cover what a contractor needs to know when considering an ESOP as part of a succession/continuity and ownership transfer strategy. This session will provide an analysis from beginning to end so that there are no surprises, and will assist the contractor in knowing what questions to ask and how to analyze an ESOP alternative in a construction environment.
Learn what an ESOP is and how it works.
Explore the myths, transaction structures, and tax efficiencies of ESOPs as well as how to communicate to the bonding company.
Review ESOPs for S and C corporations, ESOP trustees, ESOP valuation, and ESOP as an exit strategy, as well as what questions to ask.
Understand how to hold your advisors accountable and how to analyze a Phase 1 ESOP feasibility report.
Anthony Ivener, CPA, Founder, Ivener Management Group, President, Ivener Management Group
As contractors continue to make acquisitions to help accomplish their strategic objectives, it has become increasingly critical to effectively and efficiently integrate the two companies. There are many factors to consider during this process. Session participants will gain exposure to common mistakes that are made during this process through real-life examples and obtain best practices that can be applied to help avoid costly missteps.
Learn when to start thinking about and planning for the integration phase, and establish a timeline.
Learn common mistakes that are made during the process and how to avoid them.
Acquire best practices to be applied as you integrate your new company.
Learn how to effectively communicate between the two companies.
Are you using a hammer in a nail gun world? The right tool for the right job is a common saying in construction and applies to construction financial management as well. Learn from a CFO the tools and technologies you need to know to be successful today and in the future.
Go beyond reports and learn how to connect and work with your database with your best friend, Excel.
Find out how Twitter can get your entire company (even that one person without a smartphone) communicating effectively.
Discover the tips and tricks to stay on top of work with the power tools already in your systems, such as Outlook and OneNote.
Be ready for the future, as we discuss where the future of business and social media are going.
Learn about how you can be relevant 10 years from now by embracing technology today.
Jason Keen, CPA, CCIFP, CIO/Corporate Controller, Superior Construction Company
From Baby Boomers to Millennials, every generation is motivated and frustrated by different things. Research shows there are characteristics and events in history that have helped shape each generation, making each one unique. Figuring out how to lead the four generations in today’s workforce is extremely challenging and overwhelming.
Understand the unique characteristics and motivators for each generation.
Learn strategies for communicating and effectively leading employees of all generations.
The risk of your ERISA plan being selected by the DOL for an investigation has never been higher. With an increased enforcement emphasis, it is critical to understand what issues can trigger a DOL investigation, how to proactively address these risks, and how to avoid common pitfalls.
Learn about the authority of the DOL, IRS, and PBGC under ERISA.
Recognize how and why a plan becomes selected for an investigation including red flags, targeted issues, and the DOL’s goals.
Learn about the process of the investigation, what the DOL is looking for, what your obligations are to provide information, and what you can expect.
Learn about your fiduciary obligations, duties, and governance best practices.
This presentation will help you understand current risks associated with contracting with the federal and state governments. This session will provide a regulatory update and insights to existing government contracting issues, providing practical guidelines, and solutions to mitigate and manage these risks. Topics include perspectives of government audit trends, including audits of contractor’s incurred cost submission and insights of the state department of transportation cognizant audit process.
Understand current changes to federal and state government rules and regulations and their impact on contractors.
Offer perspective of current federal government oversight, including tips and leading practices.
Provide insights into the state department of transportation cognizant audit review process of contractor indirect rates.