This presentation examines the various types of solution strategies used by operations for project management, document management, workflow, storage and retrieval, and design collaboration and file sharing. This review is important for CFOs and controllers as it can dramatically impact elements of document storage, ERP integration, and risk management functions. Consider all content such as files, photographs, documents, reports, etc.

Learning Objectives:

• Understand the different types of software solutions that portend to store and organize documents
• Learn different types of solution strategies that act as a collaborative platform for PM or document sharing and host data models from design collaboration
• Understand the nature of content within an organization and how various tools help manage it

The human and financial impacts of untreated or mistreated mental health conditions are staggering. Untreated or poorly managed mental health conditions become apparent in the workplace – sometimes in obvious ways, and sometimes in subtler ways. The construction industry is one of the occupations at greatest risk for suicide. CFMs must have an active role in helping address mental health awareness and promoting suicide prevention in their organizations. Successful leaders will boldly and proactively address the issue.

Learning Objective:

This interactive session is based on years of real-life experience and data will include 10 items each for strong, improving, struggling, and failing contractors.

Learning Objectives:

From the underwriter’s perspective, discover how a construction company went from new submission, to new account, to a surety claim. After attending this session, attendees will be able to:

• Discuss many of the key facts used in the surety underwriting decision for new accounts
• Identify the financial trends and analysis that go into the decision and lead to bond approvals
• Describe key factors that are common to many accounts that end up as a surety claim

While many contractors of all sizes struggle to keep existing clients and maintain a foothold, others gain traction, build backlogs, run profitably, and penetrate new areas of specialization. So what is their secret? Why do some companies do well while others just barely survive? This session will present several case studies and distill the relevant factors that make these companies unique and successful.

Learning Objectives:

• Understand the business imperatives for surviving in the construction industry
• Recognize the common mistakes contractors make
• Build a company fit for the next challenge

This presentation will provide significant statistics regarding the level of activity in the U.S. Heavy/Highway construction industry, with special focus on major public projects taking place around the nation. Attention will also be given to the Federal Highway Trust Fund and measures being taken to increase funding for highway construction.

Learning Objectives:

More companies go bankrupt due to cash flow issues than profitability. We will explore a range of simple to complex tools and techniques that allow contractors to manage and control cash flow (contractual negotiation strategies, pricing and bidding practices, development of cost, and resource-loaded schedules that tie to billing activities in the schedule of values). Also, an interactive cash flow simulation will provide a hands-on experience.

Learning Objectives:

One size doesn’t have to fit all! There are GAAP alternatives for private companies. This session will focus on the progress the PCC and the FASB have made on alternatives within GAAP for private companies. It will also cover current PCC initiatives, including input by the PCC related to active projects on the FASB’s Agenda.

Learning Objectives:

Employers and contractors have never faced more regulatory and litigation risk with regard to their retirement plans than today. However, there are a number of steps a plan sponsor can take to reduce its fiduciary risk. The session will detail ERISA’s fiduciary obligations and steps to mitigate the associated employer/plan sponsor liability, including the importance of indemnification clauses, auto enrollment, investments, service provider contracts, and insurance policies.

Learning Objectives:

• Identify and understand your company’s ERISA fiduciary obligations and duties
• Identify and evaluate the most prevalent areas of litigation and government enforcement that put your company at risk
• Implement and adopt proactive risk mitigation strategies to reduce your company’s exposure