What are the benefits of certification? Do you meet the eligibility requirements? What is the best way to prepare? What is required to maintain my certification? The answers to these questions and more will be answered during this session. Learn firsthand from your peers about the certification process and how achieving the industry’s only accredited certification for CFMs enhances your individual career and practice development for CPA firms.

Learning Objectives:

• Understand exam eligibility requirements, the application process, and certification maintenance
• Identify exam preparation resources
• Locate the most convenient test center
• Learn about the requirements for you to take the next step in your career

Level and Prerequistites:

This is a group-live Internet based program at the Basic Level. No prerequisites or advanced preparation required, however, knowledge of Construction Finance Management is necessary

CPE Credits:
This program provides 1.0 CPE credit in the field of Specialized Knowledge.

Who Should Attend?
Anyone interested in earning their CCIFP certification

Every PPP loan requires the borrower to make good faith certifications as to their eligibility to apply for a loan. This has been one of the most confusing and ever-changing components of the PPP Loan Program. While SBA has issued little specific guidance as to how it will conduct the review of PPP loans, borrowers should still prepare themselves for the SBA loan review based on the guidance that currently exists.

Learning Objectives:

• Review existing guidance regarding good faith certification and eligibility for a PPP Loan
• Review preparedness and documentation strategies for SBA loan review
• Provide answers to frequently asked questions regarding good faith certification and eligibility

Level and Prerequistites:

This is a group-live program at the Basic Level. No prerequisites or advanced preparation required.

CPE Credits:
This program provides 1.5 CPE credits in the field of Management Services.

Who Should Attend?
CFO’s, Controllers, Risk Managers, Business Owners, CPAs and Professional Advisors

This webinar is a follow-up to hundreds of questions generated from CFMA’s latest update on the PPP Loan Forgiveness Rules and Regulations. Learn more about completing the PPP Loan Forgiveness Application, including the latest interpretations of the SBA guidance and practical strategies.

Learning Objectives:

• Loan forgiveness strategies
• Clarification of new regulations from SBA
• Provide answers and responses to frequently asked questions

Level and Prerequistites:

There are no prerequisites for this webinar.

This webinar will cover the history and reason for controlled insurance programs and how OCIPs work – specifically the advantages and disadvantages. In addition, discover the impact of California AB2782 that went into effect on January 1, 2013, and explore how to determine adequate OCIP limits, OCIP issues/stories, and insurance requirements/additional insured coverage.

Learning Objectives:

• How to determine if an OCIP insurance program has adequate limits and coverages
• Learn about the five most common issues with OCIPs and how to deal with them
• Discover best practices for subcontractor insurance compliance
• Learn from real-world examples of OCIP and insurance coverage issues that impacted the bottom line

Level & Prerequisites:
This is a group-live program at the Basic Level. No prerequisites or advanced preparation required.

CPE Credits:
1.0 CPE credits in the field of Management Services.

Who Should Attend?
CFO’s, Controllers, Risk Managers, and CPAs that provide services to construction clients and insurance agents and brokers.

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

This presentation will cover the latest guidance regarding PPP Loan Forgiveness including a review of the application instructions (May 15), Interim Final Rule – Requirements on Loan Forgiveness (May 22) and the Paycheck Protection Flexibility Act (June 5). Many of the open questions and interpretations of the Cares Act and Paycheck Protection Program have been clarified with this latest guidance. Borrowers will need to understand the new regulations and guidance as they plan for and eventually file their loan forgiveness application.

Learning Objectives:

• Understand the options for selecting your covered period or alternative covered period
• Understand how to calculate the amount of allowable Payroll and Nonpayroll Costs that are eligible for forgiveness
• Understand the specific definitions of allowable Nonpayroll costs for mortgage interest, rent and utilities.
• Understand the loan forgiveness process and timeline

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

Covid-19 will have an impact in construction far past 2020. Now more than ever contractors are seeing the impact of not having an information bridge to connect field and office. Accurate, real-time project information is essential to identifying jobs that are at risk for profit fade and to remain competitive in these current conditions. Despite advancements and its investment in technology, your organization may continue to struggle with the inefficiencies and information gaps resulting from tolerance for multiple tools and individuals' manual processes. Join us to learn how you can bridge the gap and effectively integrate field data collection processes into a back office single source of truth for project status information.

Learning Objectives:

• Understand your organization's priorities for increased accountability, transparency, and efficiency in its project management practices.
• Begin a conversation with project managers about how to best migrate from individual, manual processes to a secure, integrated enterprise solution.
• Develop a collaborative pan to engage your field personnel to deliver data that bridges the information gap between field operations and management.

Field of Study: This program provides 1.0 CPE credits in the field of Information Technology.

Find out what you need to know about the PPP Loan Forgiveness guidelines and how they apply to your company. Find out more and have your questions answered about SBA guidance.

Learning Objectives:

• Review the details of PPP Loan Forgiveness guidelines and tests
• Integrate loan forgiveness into your broader business planning decisions
• Understand what you can use the funds for and documentation requirements

Level & Prerequisites:
This is a group-live program at the Basic Level. No prerequisites or advanced preparation required.

CPE Credits:
Earn 1.5 CPE credits in the field of Management Services for attending the live session. No CPE is provided for viewing the recording.

Who Should Attend?
CFO’s, Controllers, Risk Managers, Human Resource Managers, Tax Experts, and Business Owners

Find out what you need to know for your construction company and your clients regarding the new enacted laws amid Covid-19. During this webinar, listen to legal and tax industry specialists explain how to address employee payment issues, like Employee Retention credits and how to handle new tax provisions that are affecting current business operations.

Learning Objectives:

• Learn business continuity strategies amid new employee payment issues and tax regulations
• Determine how to maintain operations as policy changes
• Delay of Payment of Employer Payroll Taxes and Learn Key Tax Provisions in the CARES Act

Level & Prerequisites:
This is a group-live program at the Basic Level. No prerequisites or advanced preparation required.

CPE Credits:
Earn 1.5 CPE credits in the field of Management Services for attending the live session. No CPE is provided for viewing the recording.

With the increased scrutiny on employers' responses to harassment, an effective investigation is the employer's first defense against claims of discrimination and harassment. This webinar will guide employers on how to conduct an effective investigation of sexual harassment and other sensitive employee claims. Learn best practices for conducting investigations, hazards to avoid, and hear about scenarios and

real-life examples when a mishandled investigation ended up making the employer's situation worse. Topics will include: - What should supervisors do when an employee reports sexual harassment? - Who should conduct the investigation? - What should be communicated when the investigation is complete? - How can employers ensure that employees are not retaliated against after the conclusion of the investigation?

Learning Objectives:

• Learn what supervisors should do when an employee reports sexual harassment.
• Find out who should conduct the investigation and what should be communicated when investigation is complete.
• Know what employers can do to ensure that employees are not retaliated against after the conclusion of the investigation.

Who Should attend this webinar:
CEOs, COOs, HR Managers

Credits: 1.5 CPE credits in the field of Personnel/Human Resources

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

Prequalification programs have been in place now for more than 10 years, leading to what most Subcontractors (Subs) call “Prequal Season”. This session will take a deep dive into where we are today, is the system working? If so, why are some General Contractors (GC) still afraid of Subcontractor failure? And for Subcontractors, have they become more comfortable with sharing financial information? And, if your company ‘picture’ or financial statement isn’t A+, is there anything the Subcontractor can do to ‘dress it up’? And how “bad” does a Sub have to be, to be a NO go?

Learning Objectives:

• Understand the state of the Prequalification today and what we have learned
• Learn why some Subs “qualify” better than others
• Methods used by General Contractors and Sub-Contractors to reach the top of the heap with their Prequalification submissions
• What RED flag(s) will disqualify a GC with the Owner or the Sub with the GC

Field of Study: 1.0 CPE credits in the field of Accounting.