14th Annual Construction Financial Management Conference

Earn up to: 20 CPE Credits

Only $760 for “Early Bird” Registration
New First–Time Attendee Discount
“Early Bird” Hotel Rates

Get the latest information on:

  • Construction Market Trends
  • Strategies for Economic Conditions
  • Surety, Financial, and Credit Markets
  • Construction Taxes
  • Insurance and Risk Management
  • Accounting and Project Management Technology

Conference Overview

Jointly sponsored by the Associated General Contractors of America (AGC) and the Construction Financial Management Association (CFMA), the 14th Annual AGC/CFMA Construction Financial Management Conference was developed in response to a need for programs and workshops designed specifically for financial professionals in the construction industry.

The three–day conference is filled with 38 interactive sessions, covering the latest industry issues and their financial implications. Sessions are “group–live based” and are at an intermediate, overview, and update program level. There are no prerequisites or advanced preparation required.

This year’s sessions include:

  • Construction Industry Market Trends
  • Construction Financial Management “Boot Camp”
  • Contractor Buy/Sell Agreements
  • Surety Market Update
  • Financial and Credit Market Updates
  • Construction Tax Update
  • Employee Compensation
  • International Financial Reporting Standards
  • Integrated Accounting and Project Management Software
  • “Generation Y” Workforce
  • Construction Insurance and Risk Management
  • Equipment Account Budgeting
  • Construction Enterprise Risk Management
  • Financial Statements and Sureties
  • Technology to Improve Productivity
  • Federal and State Hiring Incentives
  • How to Thrive in a Tough Economic Market

Who Should Attend

Owners, Chief Financial Officers, Controllers, Treasurers, Certified Public Accountants, Auditors, Consultants, Bankers, Sureties, and others interested in the construction industry will greatly benefit from this conference.

Program Schedule

CPEEach session is designated for CPE credits in one of the following areas: Accounting, Auditing, Finance, Management Advisory Services, Personal Development, Personnel/HR, Computer Science, Economics, and Taxes.

Wednesday, October 20, 2010
1:00 p.m.

Registration Opens
3:20 - 5:00 p.m.

General Session 1NEW!

  1. Construction Financial Management "Boot Camp"
    (2.0 CPEs in the field of Management Advisory Services)

    Richard Forrestel, Jr., Treasurer-
    Cold Spring Construction Company, Akron, New York

    Listen and interact with a panel discussion on lessons learned from years of experience as financial officers in the construction industry. Learn about day–to–day life and how to deal with issues such as bankers, bonders, lawyers, insurance, field reporting, cost accounting, and more.
5:00 - 6:00 p.m.

NEW!Welcome Reception
Sponsored by McGladrey Construction and Real Estate Network
Thursday, October 21, 2010
6:00 a.m.

Registration Opens
7:00 - 7:45 a.m.

Continental Breakfast
7:45 - 8:00 a.m.

Opening Remarks

Ellis Hefner, CFO-
R. R. Dawson Bridge Company, LLC, Lexington, Kentucky
AGC/CFMA Conference Coordinator
8:00 - 8:50 a.m.

General Session 2

  1. Trends and Issues Affecting the U.S. Construction Industry
    (1 CPE in the field of Management Advisory Services)

    Hugh Rice, Chairman-
    FMI Corporation, Denver, Colorado

    At this session, you’ll hear about the current state of the construction market; forecasts for the intermediate term by sector; drivers of construction activity; and major trends affecting construction firms and markets.
8:50 - 9:00 a.m.

Break
9:00 - 10:15 a.m.

Concurrent Sessions (select one)

  1. Anatomy of a Contractor Buy/Sell Agreement
    (1.5 CPEs in the field of Management Advisory Services)

    Landon Funsten, Principal-
    FMI Capital Advisors, Inc., Raleigh, North Carolina

    Discover the purpose of a buy/sell agreement. Hear about valuation issues and how to ensure that the agreement supports your succession plan. Learn what key factors should be a part of every buy/sell agreement.

  2. Positioning for Success in an Uncertain World: Expectations for the Surety Marketplace
    (1.5 CPEs in the field of Management Advisory Services)

    Mike Anderson, Practice Leader-
    Marsh USA, Inc., Philadelphia, Pennsylvania

    Hear an update on surety marketplace conditions and how they impact your firm. Find out what is done with the information you provide to your surety. Learn what’s on a surety client’s “Best Practices Checklist.”

  3. Legal Tips on Profits: How to Keep Profits Growing on Green Jobs and Prevent Them from Bleeding Red
    (1.5 CPEs in the field of Management Advisory Services)

    Jonathan Dunn, Partner-
    Sedgwick, Detert, Moran, and Arnold, LLP, Irvine, California

    Gain valuable insights on expanding green construction requirements for contracting, including the latest on risks and disputes for LEED certified jobs and legal tips for contract drafting issues.

  4. Has Anyone Seen the Credit?
    (1.5 CPEs in the field of Finance)

    Rick Kress, Managing Director-
    The Private Bank, Chicago, Illinois

    Glenn Thomas, Senior Vice President-
    Frost Bank, San Antonio, Texas

    Find out about current trends in the credit markets and if credit conditions are easing. Learn what to expect over the coming year.
10:15 - 10:30 a.m.

Break
10:30 - 11:45 a.m.

Concurrent Sessions (select one)

  1. Anatomy of a Contractor Buy/Sell Agreement
    (1.5 CPEs in the field of Management Advisory Services)

    Landon Funsten, Principal-
    FMI Capital Advisors, Inc., Raleigh, North Carolina

    Discover the purposes of a buy/sell agreement. Hear about valuation issues and how to ensure that the agreement supports your succession plan. Learn what key factors should be a part of every buy/sell agreement.

  2. Positioning for Success in an Uncertain World: Expectations for the Surety Marketplace
    (1.5 CPEs in the field of Management Advisory Services)

    Mike Anderson, Executive Vice President-
    Willis, Philadelphia, Pennsylvania

    Hear an update on surety marketplace conditions and how they impact your firm. Find out what is done with the information you provide to your surety. Learn what’s on a surety client’s “Best Practices Checklist.”

  3. Legal Tips on Profits: How to Keep Profits Growing on Green Jobs and Prevent Them from Bleeding Red
    (1.5 CPEs in the field of Management Advisory Services)

    Jonathan Dunn, Partner-
    Sedgwick, Detert, Moran, and Arnold, LLP, Irvine, California

    Gain valuable insights on expanding green construction requirements for contracting, including the latest on risks and disputes for LEED certified jobs and legal tips for contract drafting issues.

  4. Has Anyone Seen the Credit?
    (1.5 CPEs in the field of Finance)

    Rick Kress, Managing Director-
    The Private Bank, Chicago, Illinois

    Glenn Thomas, Senior Vice President-
    Frost Bank, San Antonio, Texas

    Find out about current trends in the credit markets and if credit conditions are easing. Learn what to expect over the coming year.
11:45 a.m. - 12:45 p.m.

Lunch
12:45 - 2:00 p.m.

General Session 3

  1. Outlook for 2011: Almost Heaven or Heading Lower?
    (1.5 CPEs in the field of Management Advisory Services)

    Ken Simonson, Chief Economist-
    The Associated General Contractors of America, Arlington, Virginia

    Jeff Shoaf, Senior Executive Director-
    The Associated General Contractors of America, Arlington, Virginia

    Hear about trends for construction in 2011, economically and politically. Learn about which sectors will rally first and which will lag; what regions will have the best and worst prospects; if and how soon materials prices will be a worry; and when labor costs and supply will be a problem again. Find out about what activities on Capitol Hill will affect construction markets and your bottom line.
2:00 - 2:15 p.m.

Break
2:15 - 3:30 p.m.

Concurrent Sessions (select one)

  1. Construction Tax Panel
    (1.5 CPEs in the field of Taxes)

    Jim Lundy, CPA-
    Davidson, Golden, and Lundy, CPAs, Brentwood, Tennessee

    John Armour, Director-
    CBIZ MHM, LLC, Denver, Colorado

    Hear an interactive discussion on trends and techniques in construction taxation, including updates on the latest IRS and regulatory decisions. Learn tricks and traps related to taxation of construction contractors.

  2. Good Intentions Gone Wrong: “Ok, so you held on to your good employees in tough times. Now, will they keep you?”
    (1.5 CPEs in the field of Personnel/HR)

    Jeff Robinson, President-
    PAS, Inc., Saline, Michigan

    Find out how to make sure your best employees work for you and not your competitors, and if your compensation practices can withstand an economic rebound. Discover indicators to predict when market values are going to change and tips for compensation planning for 2011. Learn from your peers about practical strategies to get the most out of your compensation program.

  3. What You Need to Know about International Financial Reporting Standards (IFRS)
    (1.5 CPEs in the field of Accounting)

    Clint Rivet, Senior Manager-
    Ernst and Young, Denver, Colorado

    Hear an assessment of the impact of IFRS on the construction industry through an update on the status of the regulatory and political landscape; analysis of accounting and business implications; and highlights of lessons learned from past conversions to IFRS.

  4. Integrated Accounting and Project Management Software Solutions
    (1.5 CPEs in the field of Computer Science)

    Jackie Buck, CFO-
    AGI General Contracting, Stanton, California

    Danny Parrish, CFO-
    Zebra Construction Company, Inc., Suwanee, Georgia

    Mel BurgEs, CFO-
    Harcon, Inc., Alpharetta, Georgia

    Bill Craig, Director
    Computer Guidance Corporation, Scottsdale, Arizona

    Josh Stearns, Vice President-
    AccuBuild Construction Software, Round Rock, Texas

    Scott Saunders, Consultant-
    Viewpoint Construction Software, Portland, Oregon

    Discover how integrated software for accounting and project management is working out for construction companies who have implemented this total solution. Listen to a panel of three construction company CFOs and their software providers who have gone through the process and have been up and running for one year or more. Learn how they went through the decision, selection, installation, and training, and how it improved their bottom line.
3:30 - 3:45 p.m.

Break
3:45 - 5:00 p.m.

Concurrent Sessions (select one)

  1. Construction Tax Panel
    (1.5 CPEs in the field of Taxes)

    Jim Lundy, CPA-
    Davidson, Golden, and Lundy, CPAs, Brentwood, Tennessee

    John Armour, Director-
    CBIZ MHM, LLC, Denver, Colorado

    Hear an interactive discussion on trends and techniques in construction taxation, including updates on the latest IRS and regulatory decisions. Learn tricks and traps related to taxation of construction contractors.

  2. Good Intentions Gone Wrong: “Ok, so you held on to your good employees in tough times. Now, will they keep you?”
    (1.5 CPEs in the field of Personnel/HR)

    Jeff Robinson, President-
    PAS, Inc., Saline, Michigan

    Find out how to make sure your best employees work for you and not your competitors, and if your compensation practices can withstand an economic rebound. Discover indicators to predict when market values are going to change and tips for compensation planning for 2011. Learn from your peers about practical strategies to get the most out of your compensation program.

  3. What You Need to Know about International Financial Reporting Standards (IFRS)
    (1.5 CPEs in the field of Accounting)

    Clint Rivet, Senior Manager-
    Ernst and Young, Denver Colorado

    Hear an assessment of the impact of IFRS on the construction industry through an update on the status of the regulatory and political landscape; analysis of accounting and business implications; and highlights of lessons learned from past conversion to IFRS.

  4. Integrated Accounting and Project Management Software Solutions
    (1.5 CPEs in the field of Computer Science)

    Jackie Buck, CFO-
    AGI General Contracting, Stanton, California

    Danny Parrish, CFO-
    Zebra Construction Company, Inc., Suwanee, Georgia

    Mel BurgEs, CFO-
    Harcon, Inc., Alpharetta, Georgia

    Bill Craig, Director-
    Computer Guidance Corporation, Scottsdale, Arizona

    Josh Stearns, Vice President-
    AccuBuild Construction Software, Round Rock, Texas

    Scott Saunders, Consultant-
    Viewpoint Construction Software, Portland, Oregon

    Discover how integrated software for accounting and project management is working out for construction companies who have implemented this total solution. Listen to a panel of three construction company CFOs and their software providers who have gone through the process and have been up and running for one year or more. Learn how they went through the decision, selection, installation, and training, and how it improved the bottom line.
5:00 - 5:10 p.m.

Break
5:10 - 6:00 p.m.

General Session 4

  1. Audit (1 CPE in the field of Audit)
    Building (1 CPE in the field of Management Advisory Services)
    Family Business (1 CPE in the field of Management Advisory Services)
    Highway (1 CPE in the field of Management Advisory Services)
    Tax (1 CPE in the field of Taxes)
6:00 - 7:00 p.m.

Reception

Sponsored by
Computer Guidance Corporation
Friday, October 22, 2010
7:00 - 7:30 a.m.

Continental Breakfast
7:30 - 8:45 a.m.

General Session 5

  1. From Survivors to Superheroes: Unleash the Potential of Your Twenty–Something Workforce
    (1.5 CPEs in the field of Personal Development)

    Vanessa Kiley, Consultant-
    Kiley and Company, Warren, Rhode Island

    Hear the latest workforce trends among “Generation Y” and why it matters to you. Learn how to find young “Superheroes” and how to help them flourish in your company. Discover common practices that stifle the energy, productivity, and loyalty of your junior staff.
8:45 - 9:00 a.m.

Break
9:00 - 10:15 a.m.

Concurrent Sessions (select one)

  1. Financial Markets Update
    (1.5 CPEs in the field of Finance)

    Ed Shill, Chief Investment Officer-
    QCI Asset Management, Pittsford, New York

    Find out if the economy is going to take a “double dip” and how to structure your portfolio to survive continued market volatility. Hear where stocks are headed in 2011 and beyond and what stocks to own now.

  2. Construction Insurance and Risk Management: What Makes a Difference
    (1.5 CPEs in the field of Management Advisory Services)

    Steve Davis, Director-
    McGriff, Seibels, and Williams, Inc., Birmingham, Alabama

    Learn about contract documents and compliance associated with construction insurance and risk management. Find out what services impact costs and how to control and reduce costs. Listen to a market update and current challenges.

  3. Unscrambling and Balancing Your Equipment Account: Gains and Losses in Your Equipment Account Need Not Be a Mystery
    (1.5 CPEs in the field of Finance)

    Mike Vorster, President-
    CEMPCentral, Inc., Blacksburg, Virginia

    Discover how to generate separate budgets for owning and operating costs and manage both sides of the house with skill, care, and diligence. Learn how to distinguish between budget variances caused by under recovery of fixed costs and those caused by over spending on variable costs. Find out how to balance internal equipment rates to provide for cost recovery at varying levels of utilization.

  4. Construction Enterprise Risk Management: A State–of–the–Art Construction Business Management Process
    (1.5 CPEs in the field of Management Advisory Services)

    David Druml, Specialist-
    My Risk Control, LLC, Foster City, California

    David Allison, Director-
    CBIZ MHM, LLC, Leawood, Kansas

    Find out what “Enterprise Risk Management” (ERM) is and how to apply it to your company today. Learn the inner workings of ERM, including how to use risk analysis as a diagnostic tool and how to implement risk controls for your company.
10:15 - 10:30 a.m.

Break
10:30 - 11:45 a.m.

Concurrent Sessions (select one)

  1. Financial Markets Update
    (1.5 CPEs in the field of Finance)

    Ed Shill, Chief Investment Officer-
    QCI Asset Management, Pittsford, New York

    Find out if the economy is going to take a “double dip” and how to structure your portfolio to survive continued market volatility. Hear where stocks are headed in 2011 and beyond and what stocks to own now.

  2. Construction Insurance and Risk Management: What Makes a Difference
    (1.5 CPEs in the field of Management Advisory Services)

    Steve Davis, Director-
    McGriff, Seibels, and Williams, Inc., Birmingham, Alabama

    Learn about contract documents and compliance associated with construction insurance and risk management. Find out what services impact costs and how to control and reduce costs. Listen to a market update and current challenges.

  3. Unscrambling and Balancing Your Equipment Account: Gains and Losses in Your Equipment Account Need Not Be a Mystery
    (1.5 CPEs in the field of Finance)

    Mike Vorster, President-
    CEMPCentral, Inc., Blacksburg, Virginia

    Discover how to generate separate budgets for owning and operating costs and manage both sides of the house with skill, care, and diligence. Learn how to distinguish between budget variances caused by the under recovery of fixed costs and those caused by over spending on variable costs. Find out how to balance internal equipment rates to provide for cost recovery at varying levels of utilization.

  4. Construction Enterprise Risk Management: A State–of–the–Art Construction Business Management Process
    (1.5 CPEs in the field of Management Advisory Services)

    David Druml, Specialist-
    My Risk Control, LLC, Foster City, California

    David Allison, Director-
    CBIZ MHM, LLC, Leawood, Kansas

    Find out what “Enterprise Risk Management” (ERM) is and how to apply it to your company today. Learn the inner workings of ERM, including how to use risk analysis as a diagnostic tool and how to implement risk controls for your company.
11:45 a.m. - 12:30 p.m.

Lunch
12:30 - 1:20 p.m.

General Session 6

  1. Buy, Sell, or Hold: Outlook for Publicly Traded Construction Companies
    (1 CPE in the field of Economics)

    Todd Vencil, Analyst-
    Davenport and Company, Richmond, Virginia

    Listen to what the market is telling us about the construction outlook. Find out whether public spending is “rocket fuel” or a “dead weight” to the market. Hear how demographics are destiny when it comes to markets for energy and power.
1:20 - 1:30 p.m.

Break
1:30 - 2:45 p.m.

Concurrent Sessions (select one)

  1. Contractors’ Financial Statements from a Surety Perspective
    (1.5 CPEs in the field of Management Advisory Services)

    Emilio Alvarez, President-
    E. F. Alvarez and Company, P.A., Miami, Florida

    David Pesce, Vice President-
    Berkley Surety Group, LLC, Morris Township, New Jersey

    Find out what disclosures are most important to a surety and what a surety needs beyond the requirements. Learn how presentation creates credibility.

  2. Tips, Tools, and Techniques to Improve Your Productivity Using Technology Resources to Master Your Craft
    (1.5 CPEs in the field of Computer Science)

    Danny Parrish, CFO-
    Zebra Construction Company, Inc., Suwanne, Georgia

    Richard Forrestel, Jr., Treasurer-
    Cold Spring Construction Company, Akron, New York

    Mike Stearns, President-
    AccuBuild Construction Software, Round Rock, Texas

    Eric Newton, Vice President-
    Comdata Corporation, Brentwood, Tennessee

    Herb Brownett, Executive Vice President-
    Textura Corporation, Deerfield, Illinois

    From this panel of industry veterans, technology vendors, and suppliers, learn how to use various technology tools to improve the performance and productivity of the accounting and financial functions. Areas of focus include time and task management; accounts payable; payroll processing; care payment systems; billing and payment processing; automated systems; project management techniques; and other built–in features of your system.

  3. Free Money: Federal and State Hiring Incentives
    (1.5 CPEs in the field of Finance)

    Dave Estrada, Senior Manager-
    Moss Adams, LLP, Scottsdale, Arizona

    Gain an understanding of the credits and incentives available to contractors. Discover which credits your company may be entitled to already. Learn how recent legislation can save your company cash today.

  4. Lessons Learned: How to Thrive In a Tough Economic Market
    (1.5 CPEs in the field of Management Advisory Services)

    Steve Lords, CFO-
    Martin–Harris Construction, Las Vegas, Nevada

    Tony Stagliano, National Director-
    CBIZ MHM, LLC, Plymouth Meeting, Pennsylvania

    Discover how every economic market presents both perils and opportunities. Find out what great companies have done to thrive in the current tough economic market. Learn how to improve your day–to–day operations, get lean, and manage cash. Hear how you can develop creative strategies so you can thrive, not merely survive in this economic market.
3:00 - 4:15 p.m.

Concurrent Sessions (select one)

  1. Contractors’ Financial Statements from a Surety Perspective
    (1.5 CPEs in the field of Management Advisory Services)

    Emilio Alvarez, President-
    E. F. Alvarez and Company, P.A., Miami, Florida

    David Pesce, Vice President-
    Berkley Surety Group, LLC, Morris Township, New Jersey

    Find out what disclosures are most important to a surety and what a surety needs beyond the requirements. Learn how presentation creates credibility.

  2. Tips, Tools, and Techniques to Improve Your Productivity Using Technology Resources to Master Your Craft
    (1.5 CPEs in the field of Computer Science)

    Danny Parrish, CFO-
    Zebra Construction Company, Inc., Suwanne, Georgia

    Richard Forrestel, Jr., Treasurer-
    Cold Spring Construction Company, Akron, New York

    Mike Stearns, President-
    AccuBuild Construction Software, Round Rock, Texas

    Eric Newton, Vice President-
    Comdata Corporation, Brentwood, Tennessee

    Herb Brownett, Executive Vice President-
    Textura Corporation, Deerfield, Illinois

    From this panel of industry veterans, technology vendors, and suppliers, learn how to use various technology tools to improve the performance and productivity of the accounting and financial functions. Areas of focus include time and task management; accounts payable; payroll processing; care payment systems; billing and payment processing; automated systems; project management techniques; and built–in features of your system.

  3. Free Money: Federal and State Hiring Incentives
    (1.5 CPEs in the field of Finance)

    Dave Estrada, Senior Manager-
    Moss Adams, LLP, Scottsdale, Arizona

    Gain an understanding of the credits and incentives available to contractors. Discover which credits your company may be entitled to already. Learn how recent legislation can save your company cash today.

  4. Lessons Learned: How to Thrive In a Tough Economic Market
    (1.5 CPEs in the field of Management Advisory Services)

    Steve Lords, CFO-
    Martin–Harris Construction, Las Vegas, Nevada

    Tony Stagliano, National Director-
    CBIZ MHM, LLC, Plymouth Meeting, Pennsylvania

    Discover how every economic market presents both perils and opportunities. Find out what great companies have done to thrive in the current tough economic market. Learn how to improve your day–to–day operations, get lean, and manage cash. Hear how you can develop creative strategies so you can thrive, not merely survive in this economic market.

Save the Date: 15th Annual Constructioin Financial Management Conference, October 27-28, 2011, Caesars Palace, Las Vegas, Nevada

Registration

Download Form

Register online

Visit the registration page.

Download registration form

Follow the instructions on the registration form.

List of Attendees

View the current list of attendees.

Hotel Accomodations

A block of rooms has been reserved for the 14th Annual Construction Financial Management Conference at Caesars Palace. To make your reservation, call (866) 227–5944 and identify yourself as an “AGC/CFMA Conference Attendee” or use Group Code “SCAGC0” to receive the discounted group rate.

“Early Bird” discounted room rates through September 2, 2010:

  • Run-of-House: $189/night plus taxes
  • Forum Tower: $209/night plus taxes
  • Palace Tower: $219/night plus taxes
    (the Palace Tower is the location of all meeting space)

From September 3, 2010 until September 28, 2010:

  • Run-of-House: $209/night plus taxes
  • Forum Tower: $229/night plus taxes
  • Palace Tower: $239/night plus taxes

The hotel reservation cut–off date is September 28, 2010. All reservation changes and/or cancellations must be made directly through the hotel. Reservations may be cancelled up to 72 hours prior to arrival.

For online hotel reservations, visit www.harrahs.com

Travel Information

Continental Airlines offers meeting travel discounts! For a 5 percent discount or more, book reservations online at www.continental.com. Access your meeting discounts by inserting "ZFEWAK16T3" in the Offer Code Box. Or, call your travel professional or Continental MeetingWorks at (800) 468–7022 and refer to Z Code "ZFEW" and Agreement Code "AK16T3". MeetingWorks offers Zone fares and are discounts off published fares (2 percent to 18 percent). Discounts valid on Continental, Continental Express, and Continen¬tal Connection flights.

Continental Airlines

Sponsors

AGC and CFMA greatly appreciate the generous support of our sponsors:

Sponsorships Available

The 14th Annual Construction Financial Management Conference brings together financial professionals in the construction industry to discuss the latest industry issues and their financial implications. If your company does work in the construction industry or is contemplating working with the construction industry, this conference is where you need to be. Show your support by becoming a sponsor and place your company before this focused market.

All sponsorships include:

  • Recognition as a sponsor in marketing materials and conference program
  • Signage at event registration and sessions
  • Company literature display

Sponsorship benefits:

  • Demonstrating your company’s dedication to the construction industry
  • Increasing your company’s brand awareness
  • Creating consumer preference and brand loyalty
  • Creating positive corporate public relations
  • Recognition as a key player in construction financial management
  • Supporting sales promotions, campaigns, and objectives
  • Setting your company apart from your competitors

For more information on sponsorships, please contact Karen Lapsevic (AGC) at (202) 547–4733 or lapsevick@agc.org.