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

New Lease Accounting from a Lessee’s Perspective – Find out What you Need to Know


Credits: None available.

This session will cover the new lease accounting model that will be effective for all non-public companies preparing financial statements under U.S. GAAP starting after December 15, 2019. Learn what is needed to evaluate potential impacts on your company, including changes to systems and processes, what data to gather, judgments to make and document, and how to record the lease-related transaction. Areas of focus will include: purpose and scope of the new lease accounting model, recognition and measurement considerations, financial statement presentation and disclosures, transition and effective date.

Learning Objectives:

After this session, you will be able to:

  • Learn the new lease accounting model from a lessee’s perspective, including key elements that will affect identification, recognition and measurement of lease arrangements
  • Know the financial statement presentation and disclosures required of lessees under the new accounting model
  • Understand the effective date of the new lease accounting standard and transition matters that may affect the business and the steps that should be taken now to prepare for implementation.

Level & Prerequisites: This is a group-internet based program at the Overview Level. Should have general familiarity with U.S. GAAP accounting for leases by lessees.

Who Should Attend: Owners, CEOs, CFOs, CPAs, Project Managers, and Accounting personnel.

CPE Information: 1.5 CPE credits in the field of Accounting

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

      Speaker(s):

      Mechanic’s Lien Claims – Maximizing Leverage for Collection


      Credits: None available.

      This session will explain the purpose of the Mechanic’s Lien laws, and the rights afforded to both claimants and owners. We will discuss how a mechanic’s lien can enhance the likelihood of collection. Participants will identify relevant contract language to be added or stricken as it relates to lien rights, and will identify notice requirements and filing deadlines to preserve lien rights.

      Learning Objectives:

      After this session, you will be able to:

      • Identify project or contracts where mechanic’s lien claims may be an available remedy for non-payment
      • Recognize the elements necessary to preserve mechanics lien claims rights
      • Evaluation the effectiveness of preserving and/or prosecuting mechanics lien claims

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

      Who Should Attend: CEO’s, CFO’s Controllers, Project Managers, Risk Managers, GCs, Subcontractors, Construction Managers, Equipment Suppliers, Sureties, Insurance Agents

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

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

          Speaker(s):

          Getting Ready for Picture Day: Preparing an Attractive Financial Statement


          Credits: None available.

          Learn popular and proven financial statements 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):
              • Carl Oliveri, CPA, CCIFP, CFE, Construction Practice Leader, Partner, Grassi & Co.
              • Joseph Molloy, CPA, Construction Practice Leader, Principal, 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
              Standard: $45.00
              Members: $0.00

              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
              Standard: $45.00
              Members: $0.00

              ​Get the Most from Social Media (Tips for Your Personal Account)


              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 seven 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):
              Standard: $45.00
              Members: $0.00

              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
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