Subcontractor Prequalification

Mar 10, 2021 3:00pm ‐ Mar 10, 2021 5:00pm

Prequalification programs have been well established for a long time, but questions still persist for many in how to choose the best subcontractor, and likewise as a sub, how to put in your best effort to get the job. This session will take a deep dive into learning the prequalification process. Learn why some General Contractors (GCs) worry about Subcontractor failure? And for Subcontractors, learn how to become more comfortable with sharing financial information. Gain insight into best practices your company can implement to make your financial statement picture perfect.

Learning objectives:
After this session, attendees will be able to:

  • Take steps to make the prequalification process successful in your company’s culture.
  • Identify the types of information requested and how it’s used.
  • Evaluate the process in companies who have developed a successful prequalification process to identify best practices.

Secrets to Successful Hiring in Today's Environment

Mar 3, 2021 3:00pm ‐ Mar 3, 2021 4:00pm

Attracting and retaining talent was already challenging when the pandemic added complexity. Now, it is more important than ever for senior leaders and their hiring managers to learn best practices for attracting and hiring top performers. In this session, we will discuss candidate attitudes and behavior in today’s market, including how it is impacted by the pandemic. We will cover hiring processes and practical strategies to successfully attract and get top talent hired in this environment.

Learning objectives:
After this session, attendees will be able to:

  • Gain perspective on how the pandemic impacts candidate behavior
  • Examine motivators of top performers, and how to find them
  • Discover the underlying reasons job ads may not generate results

Expand Your Construction Contract Knowledge - Day 2

Feb 25, 2021 3:00pm ‐ Feb 25, 2021 5:00pm

In this course, you will gain an attorney’s view of how risks can be avoided with specific contract language that will minimize your company’s liability exposure. Learn about various case dispute situations and how the contract clauses respond to real-case examples plus best practice approaches to manage the circumstances. Participants will have the opportunity to collaborate with the instructors on sample construction project scenarios and determine potential consequences as a result of the contract definition and legal requirements.

Learning Objectives

  • Understand how risks can be created and avoided by specific—and sometimes overlooked—contract language.
  • Learn how to spot contract language that increases your company’s liability risk, and how to negotiate provisions that minimize your risk and apportion liability fairly among parties.
  • Gain best practices on how to use your company counsel more effectively in preparing to negotiate difficult contract clauses.

Expand Your Construction Contract Knowledge - Day 1

Feb 24, 2021 3:00pm ‐ Feb 24, 2021 5:00pm

In this course, you will gain an attorney’s view of how risks can be avoided with specific contract language that will minimize your company’s liability exposure. Learn about various case dispute situations and how the contract clauses respond to real-case examples plus best practice approaches to manage the circumstances. Participants will have the opportunity to collaborate with the instructors on sample construction project scenarios and determine potential consequences as a result of the contract definition and legal requirements.

Learning Objectives

  • Understand how risks can be created and avoided by specific—and sometimes overlooked—contract language.
  • Learn how to spot contract language that increases your company’s liability risk, and how to negotiate provisions that minimize your risk and apportion liability fairly among parties.
  • Gain best practices on how to use your company counsel more effectively in preparing to negotiate difficult contract clauses.

Contracts 101 - Day 2

Feb 18, 2021 3:00pm ‐ Feb 18, 2021 5:00pm

Are you ready to learn how to analyze and improve your construction contracts? While you don't need to be a lawyer to read a contract (though you absolutely want one to) you do need to understand what you are reading. This course will teach you how construction contract sections fit together and which clauses you need to look out for to protect your company's bottom line.


Contracts 101 - Day 1

Feb 17, 2021 3:00pm ‐ Feb 17, 2021 5:00pm

Are you ready to learn how to analyze and improve your construction contracts? While you don't need to be a lawyer to read a contract (though you absolutely want one to) you do need to understand what you are reading. This course will teach you how construction contract sections fit together and which clauses you need to look out for to protect your company's bottom line.



Ownership Transfer and Succession Planning: 2021 FMI/CFMA Industry Study

Feb 8, 2021 3:00pm ‐ Feb 8, 2021 4:00pm

Key insights will be presented from the latest FMI/CFMA industry study that focused on ownership transfer and succession management trends. The presenters will share new findings around how the global pandemic is affecting timing and rollout of ownership transfer plans, including details on how firms are cultivating their next generation of leaders and future owners.

Learning objectives:
After this session, attendees will be able to:

  • Learn what industry peers have to say about ownership transfer methods and succession planning trends
  • Consider specific factors when selecting an ownership transfer method
  • Learn best practices when replacing critical leadership positions

Contractual Risk Transfer and Lower Tier Insurance Management

Feb 3, 2021 3:00pm ‐ Feb 3, 2021 4:15pm

Contractual risk transfer and insurance management are critical aspects of any successful risk management program. This session is designed primarily for contractors who regularly subcontract work and/or engage lower-tier service providers. The discussion will focus on critical issues to consider in properly managing the downstream transfer of risk through indemnification, insurance, and associated risk transfer language contained in subcontracts, trucking, and vendor agreements. Examples of common failures will also be illustrated.


2021 Construction Tax Update

Jan 27, 2021 3:00pm ‐ Jan 27, 2021 4:15pm

Now that 2020 is in the rearview mirror, during CFMA’s Annual tax update, attendees will gain a better understanding of the current tax environment after the elections including all the changes that occurred around the COVID-19 legislation and the Payroll Protection Program.

Learning objectives:

  • Understand the tax environment we are in after the General Election and the Georgia State Senate runoff races.
  • Learn about what planning opportunities exist with the current rules and future changes and sunset dates of the TCJA.
  • Understand the latest changes to the Payroll Protection Program and the latest round of COVID-19 Legislation

CPE Credits:
Earn 1.50 CPE credit in the field of Taxes.

Sponsored by:custom image


New PPP Legislation in the Stimulus Bill: More Loans, Changes to Rules, and Recent Guidance – What the Contractor Needs to Know

Jan 19, 2021 3:00pm ‐ Jan 19, 2021 4:30pm

As we ring in 2021, financial professionals continue to grapple with the PPP loan rules. We now have new legislation and recent guidance issued since our last webinar. In this month’s webinar, we will discuss:

Learning objectives:
After this session, attendees will be able to: 

  • Learn about changes to the current rules and newly-liberalized eligible costs
  • Identify recent SBA guidance clarifying certain issues with the Loan Necessity Questionnaire
  • Discuss eligibility for recently authorized initial and second draw PPP loans
  • Recap the successful legislative change permitting tax deductibility of PPP eligible costs
  • Revisit financial statement impact of PPP
  • Q&A