PowerBI & Those Darn KPIs

Jul 19, 2021 3:00pm ‐ Jul 19, 2021 4:00pm

This session will also be available for On Demand CPE credit in the new year.

You will learn how Microsoft Power BI can transforms your company data into rich visuals that facilitate new ways of thinking about and organizing your data, so that you can focus on what is important to achieving your goals. 

These sessions are designed to be interactive. Our sessions bring CFO, COO, Etc. to the front of the room and experience Building a dashboard in front of the room. We have fun and playfully interact with them.

Learning Objectives:
  • Analyze the data in your reports and draw observations that will help your organization
  • Identify the information in the report design phase that is essential to include on the dashboard and layout
  • Improve your comfort level and ability to creat basic visualizations with the Power BI tool
  • Identify the data structure and data best practices to build better visualizations

Daily Wrap-Up and CFMA's 40th Anniversary Reception

Jul 19, 2021 4:00pm ‐ Jul 19, 2021 5:00pm

General Session II: Developing Emotional Intelligence

Jul 20, 2021 9:45am ‐ Jul 20, 2021 10:45am

This session will also be available for On Demand CPE credit in the new year.

Engagement affects everything. How engaged are you? How well do you affect the engagement of people around you? Research shows that we know more about EQ (Emotional Intelligence/Quotient) than ever, yet very few are masters. Jonathan will discuss the demise of EQ in our text-crazy culture and what that means to leaders, parents, teachers, coaches, and you. This program is full of incredibly memorable stories, real-life scenarios, and a four-part process to take your EQ to the next level. Amygdala “hijacks” can tear apart a business or relationship in seconds. Do you have a strategy to master them? Can you teach your strategy to others? After this hilarious and engaging program, your answer will be “Yes!”

Learning Objectives:
  • Acquire a powerful strategy to interrupt and master emotional (amygdala) hijacks
  • Implement the simple formula that guides emotional responses and allows us to dramatically influence emotional state is self and others
  • Discover a practical exercise to help you create a positive emotional contagion

Becoming More Focused on Others

Jul 20, 2021 11:00am ‐ Jul 20, 2021 12:00pm

This session will also be available for On Demand CPE credit in the new year.

We are facing increasingly complex demands on our time, attention and bandwidth these days. And staying attuned to others feels especially difficult amid a global pandemic. However, research indicates that meaningful connections - in and out of work - are key to reducing stress, increasing efficiency, and generating higher levels of productivity and happiness for ourselves and others. How can we, as leaders, keep our focus on individuals around us while addressing all that there is to do right now?

Learning Objectives:
  • Explain the relationship between a leader’s focus on others and business results.
  • Describe strategies for cultivating an others focused mindset.
  • Integrate more attention, curiosity, and empathy into your current day-to-day activities.
  • Implement one of five simple tools for strengthening relationships, even when we can’t be face to face.
  • Identify common hurdles to being attentive to others and strategies for overcoming them.

A New Way to Think About Backlog Risks

Jul 20, 2021 11:00am ‐ Jul 20, 2021 12:00pm

This session will also be available for On Demand CPE credit in the new year.

The new financial downturn may look different from past recessions, but we can gain insights from construction firms that weathered past storms better than others. In these videos, Stan Halliday, Travelers Chief Underwriting Officer will look at real industry data from the Great Recession to gain insights and identify approaches to help your construction firm get through this latest financial downturn.


Behind, but Catching Up: Leveraging Supply Chain Best Practice in Construction

Jul 20, 2021 11:00am ‐ Jul 20, 2021 12:00pm

This session will also be available for On Demand CPE credit in the new year.

When you can’t raise the bridge, lower the river. From mill to installation, profit pockets live in your supply chain but capturing them can be difficult. This session will focus on the key strategies for realizing hard savings that impact the bottom line. Specifically, we’ll discuss inventory control and shop stock, value-based price negotiation, balanced score-carding, upstream strategic sourcing alignment, integrated supply alternatives and the elimination of rogue/overspend.

Learning Objectives:
  • Establish a baseline understanding of what strategic sourcing is and how this is different than ‘procurement.’
  • Build a sourcing and supply chain management strategy related best practice and to connect them to the industry.
  • Identify the common ‘headwinds’ and challenges leaders must overcome when implementing best practice.

Change Order Risk Management: The Line Between Cost and Profit

Jul 20, 2021 12:30pm ‐ Jul 20, 2021 1:30pm

This session will also be available for On Demand CPE credit in the new year.

Change orders are one of the greatest sources of margin fade that exists in our industry today. The risk management focus required to minimize the losses in this category are paramount to financial success. During this session, we will discuss best practices around the use of technology and definition to track and manage the process from proposal to collections in order to increase the revenue, and more importantly the margins, in change orders.

Learning Objectives:
  • Discover the use of project logs to own and lead the change management process         
  • Implement proper pricing and proposal techniques to maximize the returns
  • Apply best practices around the timing of billing and collections to ensure capture of a greater amount of revenue and margin

Top 10 Questions CFOs Should Ask About IT

Jul 20, 2021 12:30pm ‐ Jul 20, 2021 1:30pm

This session will also be available for On Demand CPE credit in the new year.

Whether or not the CFM is directly responsible for the IT function of your company, there are still areas you should know and questions you should ask of your IT personnel (either internal or external). This session will explore those areas and get into the details of a highly functional IT department.

Learning Objectives:
  • Detail the most important areas the CFM should know about IT
  • Learn what questions to ask of your IT personnel and what the answers should be
  • Discover if your IT department is the right fit for your organization or should it be upgraded or are you over-invested in IT “Toys”
  • Compare your overall IT investment (software/hardware) to your estimated ROI and learn if the $$$ spent has reached expectations

Survival Tactics and Resilience Strategies for Construction Financial Professionals (CFPs) in the Aftermath of Workplace Crises

Jul 20, 2021 12:30pm ‐ Jul 20, 2021 1:30pm

This session will also be available for On Demand CPE credit in the new year.

Construction Financial Professionals (CFPs) wear many hats with many difference responsibilities in their companies. Making crisis management a “team sport” is important. In the midst of Critical Incident Responses to major or catastrophic workplace incidents, CFPs frequently are helping coordinate “emergency responses” with Operations, Safety and Human Resources. CFPs are frequently the glue that keeps the team together as coordinators, coaches, and caregivers to their colleague caregivers. This takes a physical and emotional toll on CFPs.

Organizations and the people within them demonstrate widely disparate outcomes in the aftermath of tragedies. Some are permanently impaired and remain victims of the hardship while others operationalize resilience skills and practices that lead to successful bouncing back or even bouncing forward. This presentation will outline the survival tactics and the growth strategies that define those that do it well.

Learning Objectives:
  • Learn how the body and mind respond in a crisis situation
  • Differentiate between psychological safety and psychological first aid
  • Explain how an Employee Assistance Program can assist during and after a crisis
  • Identify the signs and the effects of grief
  • Implement strategies to build readiness and resilience for “the next time"

Trends and Issues in Contract Risk Allocation

Jul 20, 2021 2:00pm ‐ Jul 20, 2021 3:15pm

This session will also be available for On Demand CPE credit in the new year.

This session examines contractual risk allocation concepts in construction contracts, focusing on certain clauses that have been problematic of late. In today's market, inequitable risk transfer through the use of onerous contract clauses has become more commonplace. Supplementation, delay, indemnification, force majeure and price escalation are just a few of the contractual provisions that put the contractor in an adverse position. Learn more about the impact of these risk allocations from a practical risk, surety underwriting, and legal perspective.

Learning Objectives:
  • Apply risk allocation concepts to contract clauses
  • Identify key contract clauses that allocate risk
  • Develop an awareness of practical considerations when reviewing certain contract clauses