Webinars


CFMA Webinars offer timely, on-point educational sessions presented by subject matter experts. Webinars run between 60-90 minutes in length and cover such diverse industry topics as:

Once you purchase a CFMA webinar, you receive 24/7 access to content and materials. Click on any title below to watch a preview of of the session. Webinars are a FREE benefit for CFMA Members!

(On Demand Webinars do not offer CPE credits)


Sessions

Getting Ready for Picture Day: Preparing an Attractive Financial Statement


Credits: None available.

Learn popular and proven financial statement and income tax planning strategies available to the construction contractor today to maximize a financial presentation while minimizing income tax exposure. Make sure your tie is on straight and hair is combed because it is picture day!

Learning Objectives:

After this session, you will be able to:

  • Learn the different income tax methods available to you and which one will provide you with the maximum benefit
  • Identify financial statement strategies to maximize your presentation
  • Connect and balance the two concepts while properly communicating the strategy to your users and stakeholders

Level & Prerequisites: This is a group-internet based program at the Overview Level. No prerequisites or advanced preparation required.

Who Should Attend: General Contractor and Subcontractors, Construction Managers, Equipment Suppliers, Public Accountants, Sureties, Insurances Agents, Bankers, and Software Consultant

CPE Information: Earn 1 CPE credit in the field of Specialized Knowledge. 

Price: Free for CFMA members
          $69 for non-members

      Speaker(s):
      • Joseph Molloy, CPA,, Construction Practice Leader, Principal, Grassi & Co
      • Carl Oliveri, CPA, CCIFP, CFE, , Construction Practice Leader, Partner, Grassi & Co.

      Effective Change Order Management


      Credits: None available.

      Description:

      Effective change order management can dramatically reduce a subcontractor’s risk and increase profitability. Explore the change order process from a subcontractor’s view point and learn how to recognize, scope, price, and negotiate change orders. This webinar will illustrate a mock negotiation.

      Attendees will learn:

      • How to properly notify owners and general contractors of changed conditions to reserve your rights.
      • How to scope, price and sell a change order
      • Negotiate strategies to maximize outcomes

      Speaker(s):
      Tags: Accounting

      What's on the 2019 Horizon for CFMs?


      Credits: None available.

      2019 brings some issues that will impact construction financial managers (CFMs) and also serve as opportunities for future growth and success. Among those issues, Human Capital, Succession Planning, New Accounting Standards for both Revenue Recognition and Leases, to name a few. Learn tips on meeting these challenges and determining your best approach for success.

      Learning Objectives: 

      • Learn more about the issues facing construction financial managers now and in the near future.
      • Understand how new requirements can impact business.
      • Optimize what you can do for your company or clients.

      CPE information:
      Earn 1 CPE credit in the field of Accounting. 

      Price:
      Free for CFMA members and $69 for non-members

      Level & Prerequisites
      This is a group-internet based program at the Overview Level. No prerequisites or advanced preparation required.

      Who should attend?
      CFOs, controllers, VPs of finance and other C&RE financial professionals

      Speaker(s):
      • Matthew D. Cash, CCIFP, CPA, Director, BKD National Construction and Real Estate Group
      • Nickie Redick, CPA, Director, BKD National Construction and Real Estate Group

      Get the Most from Social MediaGet the Most from Social Media

      Preview Available

      Get the Most from Social Media


      Credits: None available.

      Over the last 15 years the world of social media has evolved and changed drastically. Many social media users just skim the surface in regards to how they use these channels, mostly to keep up with their children, friends and family. Find out how to harness Twitter, LinkedIn and others to reach new audiences and enhance social media image.

      Learning Objectives:

      1. Understand the difference between the big six social media channels (Facebook, Twitter, LinkedIn, YouTube, Instagram, Pinterest and Snapchat).
      2. Know which channels to use and for what purposes.
      3. Tips and tricks for each channel including customizing privacy settings, posting etiquette, using hashtags, build your network, and how to find relevant news and information.

      Level & Prerequisites: This is a Group-Internet based program at the Basic level. No prerequisites or advanced preparation required.

      Who Should Attend: All financial management professionals who want to learn and become more comfortable on social media.

      Credits: 1.0 in the field of Communications and Marketing

      Speaker(s):

      Davis Bacon Ins and Outs – Prevailing Wage Compliance


      Credits: None available.

      Listen to industry expert, Sam Melamed, CEO, ABC Insurance Trust, discuss the compliance specifics for the allowable Fringe Benefits: Health Insurance, Ancillary Benefits, Retirement Plans, Vacation/Holiday and PTO, Apprenticeship Program, Supplemental Unemployment Benefit Plans. Learn the differences between funded and unfunded plans and the approval process for unfunded.

      Level & Prerequisites: This is a Group-Internet based program at the Overview level. No prerequisites or advanced preparation required.

      Who Should Attend: CEOs, CPAs, CFOs, payroll clerks, estimators, HR personnel and those who make financial decisions involving government contracts.

      Credits: 1.5 in the field of Management Advisory Services

      Speaker(s):
      Standard: $43.95
      Members: $0.00

      Advisory Boards – What Are They Really & How Do They Work?


      Credits: None available.

      Description:
      When it comes to strategy, your company doesn't have to embark on this by itself. It can seek outside advice by using an advisory board.

      Learning Objectives:

      • The benefits and challenges of having an outsider involved 
      • How to define true objectives and what makes the process successful 
      • What to look for in an advisor/director and who shouldn’t be on your board 
      • How to define priorities and create an effective agenda

      Speaker(s):
      Tags: Leadership
      Standard: $43.95
      Members: $0.00

      Fraud and Embezzlement: Lessons from the Trenches


      Credits: None available.

      Fraud can wreak havoc on organization’s financial performance and undermine business objectives. No business is immune from the risks associated with fraud, and education is the key to prevention. Hear from industry expert, Angela Morelock about insights into the world of internal embezzlement and learn about frequently overlooked prevention tips in this unique, one-hour webinar.

      CPE Information:
      Earn 1.5 CPE credit in the field of Behavioral Ethics

      Learning Objectives:

      • Realize the red flags warning of embezzlement and fraud
      • Understand the criminal methods used to embezzle from and defraud organizations and tips to protect your business
      • Steps to take if fraud is suspected

      Level and Prerequisites:
      This is a group-internet based program at the Overview Level. No prerequisites or advanced preparation required.

      Who should attend:
      Business managers, business owners, board members, controllers and outside auditors.

      Speaker(s):
      Tags: Ethics
      Standard: $43.95
      Members: $0.00

      Tax Reform Redux – What Have We Learned and What Guidance Has Been Issued?


      Credits: None available.


      Howard Wagner and Russ Matthys, of Crowe LLP, will revisit 2018 tax reform, including IRS guidance on 100% bonus depreciation, the pass-through entity deduction, meals & entertainment expenses and other areas important to construction businesses.

      Learning Objectives:
      After this session, you will be able to:

      • Discuss the major points of tax reform and the impact on the construction industry
      • Understand the recent guidance issued by the IRS and areas in which guidance is forthcoming
      • Recognize potential planning opportunities for your business

      Level & Prerequisites
      This is a group-internet based program at the Overview Level. No prerequisites or advanced preparation required.

      CPE information
      This webinar grants 1.5 CPE credit in the field of Taxes

      Who should attend?
      General contractor and subcontractor owners, CFOs, Controllers, CPA industry professionals, CCIFP candidates, surety industry professionals and other construction financial professionals.

      Speaker(s):
      Tags: Taxes
      Standard: $43.95
      Members: $0.00

      The Leadership ConnectionThe Leadership Connection

      Preview Available

      The Leadership Connection


      Credits: None available.

      Discover your greater purpose as a leader and unlock your potential, inspiring your team to set and accomplish important goals. Attendees will discover the leadership strategies and techniques necessary to inspire, motivate, and influence their entire teams and co-workers.

      With an emphasis on creating an empowering culture, leaders will learn new ways to encourage their team members, achieve exponential growth, and experience unparalleled results. Make the link between leading and succeeding

      • Enhance perceptions - how to think differently about leadership (leadership is for everyone)
      • Elevate priorities - how to raise the bar in your organization
      • Empower people - how to build your people and create synergy within your team
      • Exceed possibilities - the essentials for launching the vision for your company

      Moderator(s):
      Tags: Leadership

      The Connected JobsiteThe Connected Jobsite

      Preview Available

      The Connected Jobsite


      Credits: None available.

      The world is becoming more connected every day. The "Internet of things" has infiltrated our personal lives significantly over the last few years and continues to advance forward. From summoning a vehicle with our phone to controlling a thermostat with machine learning, our personal lives are more connected than ever before. Come see how this future is also coming to life on construction sites.

      Come see how a construction Superintendent can conduct their jobsite Orchestra all from a mobile device into reality. Come experience the connected jobsite.

      • Introduction to the integration of map-based project information and visualization
      • Understanding the power of having all of your design information in geo-located map layers
      • Observe a leaner and more efficient process to manage a project
      • Familiarize with various geo-located applications and hardware integrations
      • Identify the insights of the future connected jobsite that will soon be available

      Moderator(s):
      • Jason Keen, CPA, CCIFP, CIO/Corporate Controller, Superior Construction Company
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