Full Agenda

Each session is designated for CPE credits. Session titles & speakers are subject to change.

View a map of the conference layout.

Wednesday, October 16, 2019

1:00 PM – 5:00 PM

Registration Open

2:00 PM – 2:10 PM

Opening Remarks

2:10 PM – 3:25 PM

General Session 1: Creating a Winning Company Culture
Speaker: Sarah Turner

This session is designated for 1.5 CPE credits

Sponsored by:

3:25 PM – 3:45 PM

Networking Break
Sponsored by: 

3:45 PM – 5:00 PM

General Session 2: Inside the Political Circus
Speaker: Matthew Turkstra, Director of Congressional Relations, Tax, Fiscal Affairs, and Accounting; AGC of America

This session is designated for 1.5 CPE credits

Sponsored by:

5:00 PM – 6:00 PM

Welcome Reception
Sponsored by:

Thursday, October 17, 2019

7:00 AM – 5:00 PM

Registration Open

7:00 AM – 7:45 AM

Continental Breakfast
Sponsored by: 

7:45 AM – 8:00 AM

Opening Remarks
Ellis Hefner, AGC/CFMA Conference Coordinator

8:00 AM – 9:15 AM

General Session 3: Strategic Trends
Speaker:

This session is designated for 1.5 CPE credits

9:15 AM – 9:35 AM

Networking Break
Sponsored by: 

9:35 AM – 10:50 AM

Concurrent Sessions

( *Select One )

4: Accounting & Auditing Update
Speaker:

This session is designated for 1.5 CPE credits

5: Tax Update
Speaker: Jim Lundy, Marcum LLP

This session is designated for 1.5 CPE credits

6: Cheats & Hustlers (Identifying Fraud)
Speaker: Angela Morelock

This session is designated for 1.5 CPE credits

7: Preventing IT Diasters
Speakers: Evgueni Erchov

This session is designated for 1.5 CPE credits

10:50 AM – 11:10 AM

Networking Break
Sponsored by: 

11:10 AM – 12:25 PM

Concurrent Sessions

( *Select One )

8: Accounting & Auditing Update
Speaker: (Repeat of Session 4)

9: Tax Update
Speaker: Jim Lundy (Repeat of Session 5)

10: Cheats & Hustlers (Identifying Fraud)
Speaker: Angela Morelock (Repeat of Session 6)

11: Preventing IT Diasters
Speakers: Evgueni Erchov (Repeat of Session 7)

12:25 PM – 1:30 PM

Lunch
Sponsored by: 

1:30 PM – 2:20 PM

(*Select One)

12: Family Leave, Flexible Work Issues
Speaker: Sarah Turner

This session is designated for 1 CPE credit

13: Marijuana in the Workplace
Speaker: Howard Mavity

This session is designated for 1 CPE credit

14: Economic Update
Speaker: Steve Scranton

This session is designated for 1 CPE credit

15: Inside the IRS
Speakers: Jeannie Wiermann

This session is designated for 1 CPE credit

2:20 PM – 2:40 PM

Networking Break
Sponsored by: 

2:40 PM – 3:30 PM

Concurrent Sessions

(*Select One)

12: Family Leave, Flexible Work Issues
Speaker: Sarah Turner (Repeat of Session 8)

13: Marijuana in the Workplace
Speaker: Howard Mavity (Repeat of Session 9)

14: Economic Update
Speaker: Steve Scranton (Repeat of Session 10)

15: Inside the IRS
Speakers: Jeannie Wiermann (Repeat of Session 11)

3:30 PM – 3:45 PM

Networking Break
Sponsored by: 

3:45 PM – 5:00 PM

Roundtable Breakouts

( *Select One )

Accounting Roundtable

This session is designated for 1.5 CPE credits in the field of Specialized Knowledge

Talent Roundtable

This session is designated for 1.5 CPE credits in the field of Specialized Knowledge

Tax Roundtable

This session is designated for 1.5 CPE credits in the field of Specialized Knowledge

Technology Roundtable

This session is designated for 1.5 CPE credits in the field of Specialized Knowledge

Transitions Roundtable

This session is designated for 1.5 CPE credits in the field of Specialized Knowledge

5:00 PM – 6:00 PM

Networking Reception
Sponsored by: 

Friday, October 18, 2019

7:00 AM – 3:00 PM

Registration Open

7:00 AM – 7:45 AM

Continental Breakfast
Sponsored by: 

7:45 AM – 9:00 AM

General Session 4: FASB Update for the Construction Industry
Speaker: Jim Kroeker, Financial Accounting Standards Board

New and upcoming accounting standards are changing financial reporting but how will they affect the construction industry? How the FASB is helping industry stakeholders successfully implement major new standards, including leases. An overview of key projects on the FASB’s agenda.

This session is designated for 1.5 CPE credits in the field of Accounting

9:00 AM – 9:20 AM

Networking Break
Sponsored by: 

9:20 AM – 10:35 AM

Concurrent Sessions

( *Select One)

26: Economic and Investment Outlook: 2018
Speaker: H. Edward Shill, QCI Asset Management Inc.

Find out more about the overall state of the economy and financial markets and how best to structure your investment strategy. Topics will include discussions on the stock market, interest rates, individual stocks, and selected investment ideas for the balance of 2018 and into 2019.

This session is designated for 1.5 CPE credits in the field of Economics

27: Opportunity Zones
Speaker: John Scioretti 

This session is designated for 1.5 CPE credits

28: Dealing with Insurance
Speakers: Danette Beck

This session is designated for 1.5 CPE credits

29: Compensation/Personnel/Wages
Speaker: Jeff Robinson

This session is designated for 1.5 CPE credits

10:35 AM – 10:55 AM

Networking Break
Sponsored by: 

10:55 AM – 12:10 PM

Concurrent Sessions

( *Select One)

30: Economic and Investment Outlook: 2018
Speaker: H. Edward Shill, QCI Asset Management Inc. (Repeat of Session 26)

31: Opportunity Zones
Speaker: John Scioretti (Repeat of Session 27)

32: Dealing with Insurance
Speakers: Danette Beck (Repeat of Session 28)

33: Compensation/Personnel/Wages
Speaker: Jeff Robinson (Repeat of Session 29)

12:10 PM – 1:15 PM

Lunch
Sponsored by: 

1:15 PM – 2:30 PM

General Session 5: Bridging Technology
Speaker: Jay Snyder

This session is designated for 1.5 CPE credits

2:30 PM – 2:50 PM

Networking Break
Sponsored by:

2:50 PM – 3:40 PM

Concurrent Sessions

( *Select One)

35: CFMA Benchmarker 2018 Results and Best Practices
Speakers:

This session is designated for 1 CPE credit

36: Active Shooter Incident Fundmentals
Speaker: Bassem Hamdy

This session is designated for 1 CPE credit

3:40 PM – 3:50 PM

Networking Break

3:50 PM – 4:40 PM

Concurrent Sessions

( *Select One)

37: CFMA Benchmarker 2018 Results and Best Practices
Speakers: (Repeat of Session 35)

38: Active Shooter Incident Fundmentals
Speaker: Bassem Hamdy (Repeat of Session 36)

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org.

The Certified Construction Industry Financial Professional (CCIFP) designation is the only standard to recognize financial professionals who truly know the business of construction. Credits earned at this conference are eligible toward CCIFP recertification requirements.