Description:
As contractors grow, so often does their use of technology and therefore the amount of data. Often this poses a challenge whereby CFOs and Executives alike have to hop between systems to get a view into the past, current and future. In this session, you will hear from the Chief Accounting Officer of one of the nation’s largest ready-mix contractors on the evolution of their finance organization over a period of high growth and the challenges they faced. In this panel discussion and presentation, you also will hear from their CPA partner and their chosen technology provider on their reporting and planning processes, how they evolved over time, and their use of various forms of technology to help steer the course of growth, turning the Finance Department into a strategic business partner for the company. You’ll learn about Corporate Performance Management (CPM) and Enterprise Resource Planning (ERP) systems ideal for improving accounting & finance management, processes, and reporting.
Learning Objectives:
- Understand the growth strategies of one the nation’s largest ready mix contractor
- Learn about the challenge growth and business complexity created for accounting and finance leadership and personnel.
- Gain insight into the solution process the contractor and their advisor deployed
- Discover how Corporate Performance Management software improved accounting, finance, and operations
- Learn how to leverage similar approaches and processes in your organization
Sponsored By:
Speakers:
Joseph Natarelli
CPA
MARCUM LLP
Joseph Natarelli, CPA, is a specialist in accounting for construction contractors, and serves as leader of Marcum’s Construction Services practice, overseeing audit, consulting, and taxation services to construction contractors nationally. Joe has served as a technical reviewer for the AICPA’s construction audit and taxation guides for more than two decades and had the privilege of chairing the AICPA National Construction Program Conference Committee from 2012-2014. Joe is a sought after contributor, presenter, speaker, and thought-leader for industry conferences and industry publications
Daniel Fellows
Product Marketing Manager of Construction & Real Estate
Prophix
As the Product Marketing Manager of Construction & Real Estate at Prophix, Daniel works tirelessly to refine our industry-leading construction solution to meet the needs of contractors. Daniel started at Prophix in 2017 as an intern, where he held roles in consulting and solution design. In 2020, Daniel was one of the founding members of Prophix’s Construction Essentials offering, which has since been widely adopted across the Construction industry.
Chuck Schwartz
Construction ERP Software Specialist
Marcum LLP
Chuck Schwartz is a director of Business Development in the Firm’s national construction practice. Chuck also consults with the firm’s construction clients and other clients in the areas of accounting and business management software. Mr. Schwartz brings the firm over 30 years of professional experience, with much of it focused on the construction industry. His experience includes serving in an Operations leadership position for a leading northeast construction materials contractor, Director for a New York City based IT consulting firm, President of Technology Consulting for a northeast based CPA firm, and Chief Operations Officer of a leading construction software company.
Mr. Schwartz has consulted with General Contractors, Specialty Subcontractors, and the construction divisions of national companies on identifying, selecting, and implementing construction accounting, construction management, and project management software and systems.
Patrick O’Brien
Chief Accounting Officer
Smyrna Ready Mix Concrete
WebEd Recording:
Everyone who registers for an AGC WebEd will receive a link with access to the audio recording and the presentation.
Technology Requirements:
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