This panel will present a discussion of tax updates, be open to your questions, and provide answers related to current legislative and regulatory trends and techniques in construction taxation. Come prepared with questions for the panel. You will leave this session able to:
• Identify and apply recent legislation and rulings applicable to contractors
• Identify opportunities to implement strategies and avoid common traps

Chapter Summit XI provides opportunities for chapter leaders to exchange ideas with other attendees through interactive discussions that cover:
• Chapter administrators
• Chapter challenges and opportunities
• Chapter best practices
• Chapter dues

We’ll also explore the ever-expanding world of social media and will have an update from CFMA HQ on CFMA’s strategic plan, the Comdata affinity program, delivery of educational programs, and chapter revenue enhancements.

Workers’ comp insurance is tied to statutory rules and stipulations that dictate many aspects of coverage, from how policies are written to benefits that are payable. To manage this risk effectively, parties must understand key aspects of workers’ comp laws, legal rulings, and administrative requirements, as well as unique exposures contractors face that require special attention.

Based on the Construction Risk and Insurance Specialist (CRIS) curriculum, this course provides a basic-to-intermediate overview of standard workers’ comp and employers’ liability insurance. You will be able to identify and describe:
• Provisions that most affect coverage or create problems
• Key statutes that impact contractors’ workers’ comp exposure and costs, such as independent contractor liability, employee leasing, overtime pay, and various federal acts
• Suggestions for modifying coverage to address potential gaps and other problematic provisions

You will leave this course well on your way to passing the corresponding exam for the CRIS certification. Insurance CE credit of up to 7 hours will be available in most states.

In the construction industry’s ever-changing, rapidly advancing marketplace, becoming a Certified Construction Industry Financial Professional (CCIFP) will set you apart from the crowd. CCIFP certification ensures that you and your company are well-prepared to face the specialization, sophistication, and complexities of construction financial management today.

The CCIFP Overview Seminar is the best way to benchmark your knowledge
against the only industry standard – the CCIFP. After this intensive program, you will be able to:
• Identify the body of knowledge a CCIFP should know
• Identify the financial and accounting “specifics” unique to the
construction industry
• Assess your level of knowledge and identify where to concentrate your study efforts

The scope of treasury management goes well beyond traditional cash management – it covers all aspects of working capital management. Here are some of the things you’ll be able to do after completing this session presented in four parts:

Part I – The Big Picture
• Identify the conceptual, operational, and strategic objectives of treasury management, as well as the governing concepts and standards
• Discuss effective working capital management, as well as fraud detection and prevention

Part II – Processes & Tools
• Discuss the processes and systems that are an integral part of the cash flow life cycle
• Describe the banking tools and services, the investment of cash resources, and the basics of cash forecasting

Part III – Insurance Programs & Employee Benefits
• Discuss enterprise risk management and the types of business insurance and their delivery methods (including OCIP/CCIPs and the management of self-insured risk programs)
• Discuss group insurance programs and the basics of pension plans, and describe the management of self-insured programs

Part IV – Budgeting & Reporting
• Describe the process, tools, and strategies used in developing enterprise budgets, as well as backlog and burn-off schedules
• Discuss the types of information that management needs to see and the financial reporting systems typically used

Following Chapter Summit XI, the discussions will continue. Attendees will be divided by chapter size (fewer than 40 members, 41-55 members, 56-90 members, and more than 90 members). The floor is yours as you network with peers from similar-sized chapters.

Learn how to analyze and improve your construction contracts in this fast-paced and entertaining session. You will be able to:
• Identify key terms to include, avoid, or negotiate into your contracts
• Adjust standard clauses to your advantage
• Utilize sample language that can be inserted into your contracts for additional protection
• Implement tactics that will enable you to shift away risk
• Efficiently and effectively hack through the indemnification jungle
• Employ techniques to utilize your lawyer effectively

Is your company prepared for a man-made emergency or a natural disaster? Do you know the cost of a “down day” or a “down week” for your company? Learn practical strategies to keep your company operating and reduce the adverse consequences of unexpected but foreseeable business disruptions. This session is fast-paced and highly interactive with facilitated discussions and hands-on exercises that will enable you to:
• Assess your company’s vulnerabilities to business disruptions
• Integrate business continuity into your company’s risk management program
• Develop a Zero Disruptions business continuity strategy
• Prioritize next steps to implement practical solutions
• Learn lessons from Superstorm Sandy

Trivia and benchmarking together at last! Rise and shine with a dive into CFMA’s 2012 Construction Industry Annual Financial Survey results and Benchmarker how-to demo and make sure you have the data you need to build a better bottom line. This session will enable you to:
• Identify trends and surprise Survey findings
• Define key ratios and apply steps to turn around a “bad” ratio
• Use benchmarking vs. the competition to effectively influence and advise strategy

Here’s your chance to exchange ideas and possibly some solutions to a specialty trade’s most pressing issues and hot topics. Participants will share their ideas and best practices for:
• Analyzing EMOD rates
• Organizing prequalification processes
• Assessing credit and surety availability
• Comparing and contrasting accounting software
• Managing cash - getting and keeping it!