S conference exhibition - Amazon S3 · 2014-11-12 · I look forward to you joining me in Las Vegas...

c f m a ’ s 2 0 1 4 a n n u a l

june 7-11, 2014

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AboutTime TechnologiesAccuBuild Construction Softwarealliantgroup, LPAnterra TechnologyArch Insurance GroupAsta DevelopmentB2W SoftwareBaker Tilly Virchow Krause, LLPBest Offer ArbitrationBKD, LLPBrink’s MoneyCEM Business SolutionsCFMA/Naylor LLCCLC LodgingCliftonLarsonAllen LLPCNACOINSComdataCompseeComputer Guidance CorpConstruction Business OwnerConstruction Executive MagazineDexter + Chaney

Earthwave Technologies Inc.Electronic Funds SourceeMars Inc.Enterprise Fleet ManagementExakTimeExplorer Software GroupFMI CompensationFoundation SoftwareGallagher Construction ServicesGE Capital Fleet ServicesGlenn M. Gelman & AssociatesGrant Thornton LLPHard DollarHCSSHikuu/CMiCHitachi SolutionsICCIFPIllumitiiSqFtJonas Construction SoftwareKronosManagement Planning, Inc.McGraw Hill Construction

McGriff, Seibels & Williams, Inc./TSIBMicrosoft Dynamics for ConstructionMobile Solutions Services Inc.Moss AdamsNewformaOman SoftwareOn Center SoftwarePalmer Consulting GroupPantera Global TechnologyPaperless EnvironmentsPenta TechnologiesPro Est EstimatingRequordit Inc.RMP Capital Corp.Sage SmartBidNet & SmartComplianceTextura CorporationUnion Leasing Inc.Viewpoint Construction SoftwareWennSoft, Inc.Western ComputerWinning Technologies, Inc./Xpress HostZurich

SUNDAY, JUNE 8 3:00pm-5:00pm: Exhibition Open

6:00pm-7:30pm: Welcome Reception with Exhibitors

MONDAY, JUNE 9 2:45pm-4:15pm: Exhibition Open

5:00pm-7:00pm: Networking Reception with Exhibitors

TUESDAY, JUNE 10 12:30pm-2:00pm: Luncheon with Exhibitors

More than 8 hours focused on the exhibition and 3 networking events on the trade show �oor allow you to get the most face-to-face time with product and service providers.EXHIBITORS

For information and availability, contact Warrie Howell at

[email protected] or (609) 945-2409.

in sponsoring or exhibiting?

interested

SPONSORS

*Sponsors and Exhibitors as of 5/13/14. All dates and times are subject to change.

www.cfma.org/2014 3

JUNE 7-11, 2014

I look forward to you joining me in Las Vegas at Caesars Palace for our Annual Conference & Exhibition. We hope to exceed last year’s attendance of nearly 1,200 people who shared their experiences and learned from others for an outstanding educational and networking experience.

As we highlight CFMA’s Strength in Numbers…our members, our chapters, our sponsors as well as the relationships that are created, you’ll be o�ered the opportunity to earn up to 34 CPE credits and be able to learn from dynamic speakers about current topics. The experts in our Exhibi-tion will o�er solutions to the challenges we face in the construction industry, and they’ll be interested in learning from you about what some of those challenges are.

Our roundtable discussions, mini-conferences, and construction technology forum supplement our core Conference, but don’t forget about the fun that attendees will have at our golf tournament, our Amazing Las Vegas Chase, and our closing night party.

Stay informed about the Conference by visiting www.cfma.org/2014, or follow us on Facebook, Twitter, LinkedIn, and CFMA’s Connection Café and watch your e-mail for more information.

Reconnect with old friends, make new friends, enjoy the education, and network with exhibitors. Strengthen Your Bottom Line in Las Vegas at CFMA’s Annual Conference & Exhibition!

WELCOME

CHOOSE HOW YOU LEARNFrom early morning Dawn Peer Groups to informative Breakout Sessions, four types of learning provide the tools and skills you need to keep up with the changes and challenges in construction �nancial management.

♠ General Sessions: One motivational, one productivity, and two industry-specific General Sessions will energize and inspire

as the speakers share their stories, strategies for the future, and the challenges and opportunities they see on the horizon.

♣ Mini-Conferences: The industry’s top experts cover seven critical areas of construction financial management in a mix of full

and half-day sessions.

♥ Dawn Peer Groups: Kick off Monday and Tuesday mornings by joining your peers and engaging in rousing discussions on

specific challenges and ideas led by moderators in roundtable style.

♦ Breakout Sessions: These traditional sessions cover seven tracks of focused learning, including Accounting & Finance, Benefits

& Human Resources, Heavy/Highway, Sub-Specialty, Leadership & Management, Risk Management & Surety, and Technology.

WHO SHOULD ATTENDThis Conference is designed for CFOs, controllers, and �nancial managers in the construction industry; construction CPAs; bank-ing and �nancial service professionals; insurance professionals; surety underwriters; attorneys; and other construction industry specialists. Unless otherwise indicated in the session description, there are no prerequisites or advanced preparation required.

GAIN KNOWLEDGE WITH. . . ♠ 4 General Sessions ♣ 7 Mini-Conferences

♥ 7 Dawn Peer Groups

♦ 7 Tracks of focused learning

♠ 35 Breakout Sessions

♣ Up to 7 hours of insurance CE credits

♥ More than 50 exhibitors

Steve C. Tenney CFMA Chairman, 2014-2015

AC ACCOUNTING BE BEHAVIORAL ETHICSBMO BUSINESS MEETING/ORG IT COMPUTER SCIENCE/ INFO TECHNOLOGY EC ECONOMICS FIN FINANCE HR PERSONNEL/HR SEB SOCIAL ENVIRONMENT OF BUSINESS SKA SPECIALIZED KNOWLEDGE & APPLICATIONS TX TAX

fields of study key


c f m a ’ s 2 0 1 4 a n n u a l


4 CFMA’s 2014 Annual Conference & Exhibition = General Sessions = Mini-Conferences = Dawn Peer Groups = Breakout Sessions = Networking = Other

DAY & TIME Accounting & Finance

Benefits & Human Resources

Heavy/Highway or Sub-Specialty

Leadership & Management

Risk Management & Surety Technology

SAT 6.78:00am–5:00pm

8 CPE CreditsMini-Conference I – Risk Management

Mini-Conference II – IRMI CRIS Course: Contractual Risk Transfer for Contractors Sponsored by: IRMI

Mini-Conference III – Cash Management & Advanced Cash Forecasting

8:00am–2:00pm Chapter Summit XII Sponsored by: Viewpoint

9:00am–1:30pm Certification Exam

SUN 6.87:30am–12:00pm

4.5 CPE Credits

Mini-Conference IV – Women in Construction:Paving the Road to Success Sponsored by: Chubb

Mini-Conference V – Prequalification: An Integrated Risk Management Strategy

Mini-Conference VI – CCIFP Overview Seminar (Part 1)

7:00am–12:00pm Golf Tournament Sponsored by: Ernst & Young

8:00am–11:30am The Amazing Las Vegas Chase Sponsored by: COINS

12:00pm–2:00pm Construction Technology Forum

3:00pm–5:00pm Exhibition Open

3:30pm–5:00pm CFMA Board of Directors Meeting & Annual Membership Meeting Sponsored by: Explorer Software

5:00pm–6:00pm First-Time Attendee Mixer Sponsored by: Viewpoint

6:00pm–7:30pm Welcome Reception with Exhibitors Sponsored by: Viewpoint & Willis

7:30pm–9:00pm ICCIFP 10 Year Anniversary Celebration

MON 6.97:00am–8:00am

1 CPE Credit

Continental Breakfast

Dawn Peer Group – Benchmarking Behind the Scenes: Why You Want to Know How You Compare

Dawn Peer Group – Heavy/Highway Contractors Risk Management: What Keeps You Up At Night

Dawn Peer Group – Sub-Specialty:

Hot & Emerging Topics for Subcontractors

Dawn Peer Group – Getting the Most VALUE Out of Your

CFMA Membership (CPE Credit Not Available)

8:15am–10:00am 1.5 CPE Credits

Welcome & General Session I – Leave Your Mark – Dr. Joseph Michelli Sponsored by: Viewpoint


The Family Owned Business of the 21st Century – Not

Your Grandfather’s Company

What a Life Insurance Agent Won’t Tell You: How to

Analyze, Compare, & Select Life Insurance to Protect Your

Construction Company

How to Survive a DOL Prevailing Wage Audit &

Mitigate the Risk

What Your Broker Should Be Doing for You

Construction Technology Forecast 2014 –

Collaboration, Integration & Cloud Computing

11:45am–1:15pm Chairman’s Luncheon Sponsored by: Viewpoint

1:30pm–5:00pm 4 CPE Credits

Mini-Conference VII – Emergency Management Planning: Practical Business Continuity Strategies & Solutions

1:30pm–2:45pm 1.5 CPE Credits

Federal Tax Update & Strategies for 2014

Navigating the Health Care Landscape: The New Normal

Post-Recession Strategies for Your Construction Business: Positioning for the Upturn

Crossing the Line – An Insider’s Story of Fraud

Mobile Devices: How Contractors Can Manage

the Risks

2:45pm–4:15pm Exhibition Open


And Not a Penny More: Tax Strategies to Ease

Your Burden

Cash – The Success or Failure of a Subcontractor

The Real Outlook from Capitol Hill: An Insider’s

Perspective

Performance Management, Accountability & Loss Cost Allocation Panel

BYOD – Tool, Toy, or Trap?

5:00pm–7:00pm Networking Reception with Exhibitors

TUES 6.107:00am–9:05am

2.5 CPE Credits

Dawn Peer Group: Large-Firm CFO Roundtable Discussions Sponsored by: CMiC & PricewaterhouseCoopers

Dawn Peer Group: Medium-Firm CFO Roundtable Discussions Sponsored by: PricewaterhouseCoopers

Dawn Peer Group: Small-Firm CFO Roundtable Discussions Sponsored by: PricewaterhouseCoopers


The CFM & the CPA – A Partnership

DOL Confidential: Understanding ERISA Investigations & Your

Fiduciary Duties

You Can Defer Replacement But You Cannot

Deny ItContinuity Planning for

Construction ContractorsSurety Industry Update

11:00am–12:30pm 1.5 CPE Credits

General Session II – Level Headed: One of the Greatest Turnaround Stories in the 21st Century – J. Doug Pruitt Sponsored by: CNA

12:30pm–2:00pm Luncheon with Exhibitors

2:15pm–3:55pm 2 CPE Credits

What You Need to Consider Before You Acquire a

Construction Company

It’s All About People: How Successful Contractors

Manage the People Process

Be in the Know with FASB’s Private Company Council Chairman Billy Atkinson’s

PCC Roundup

Health Risk & Workers’ Comp – Unlocking the Value

Best Practices in Field Technology


Federal Tax Update & Strategies for 2014

REPEATBright Lights, Big City

Keeping Score – Implementing Performance Management Tech- niques – Translating Vision & Strategy into Action & Results

21st Century Reality: Construction Project Cost Audits – How to Prepare &

What to Expect

Construction Technology Forecast 2014 – Collaboration, Integration & Cloud Computing

REPEAT

7:00pm–10:00pm Closing Night Party Sponsored by: Marsh & CMiC

WED 6.117:00am–8:30am

1.5 CPE CreditsGeneral Session III – Back to the Future – Anirban Basu Sponsored by: Viewpoint


Construction Contractors Advanced Issues – From a

CPA Perspective

Developing Sound, Market Based, Competitive Pay

Programs

Know Your Costs – Practical Accounting for Indirect &

Equipment Costs in Today’s Business Environment

Building a Zero Injury CultureSocial Tsunami: How to Drink

from the Information Fire Hose Using a Straw


Closing General Session IV – It’s App-tastic: 60 Apps in 60 Minutes – James Spellos Sponsored by: Travelers

33CPE CREDITS

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JUNE 7-11, 2014

= General Sessions = Mini-Conferences = Dawn Peer Groups = Breakout Sessions = Networking = Other

MONDAY, JUNE 98:15am-10:00am Welcome & General Session I

Leave Your Mark (GS1) 1.5 CPE credits (BMO)

“Why do you come to work here?” That fundamental question is the foundation for a presentation that looks at the transformational power of work and service. By shifting the focus away from the task nature of work to the underlying purpose of a person’s job choice, Dr. Michelli helps participants re-identify

and ignite that passion and calling of the work in which they engage. Dr. Michelli helps employees at all levels of the organization understand how they can do more than transact business and instead how they can develop gifts and talents in the service of powerful, transcendent goals.

Dr. Joseph Michelli, Organizational Psychologist

Sponsored by:

WEDNESDAY, JUNE 117:00am-8:30amGeneral Session III

Back to the Future (GS3) 1.5 CPE credits (EC)

This session will provide the latest data and most up- to-date information regarding the performance of the U.S. construction industry and policies that will shape that performance over time. The discussion will touch upon �nancial markets, capital markets, labor markets, energy markets, and key segments of the U.S. con-

struction industry. After attending this session, you will be able to:

• ComprehendthesourcesofriskthatfacetheU.S.economicoutlookandthe construction industry in 2014

• Characterizetheperformanceofindividualconstructionsegmentswithafocus on both levels of spending and input cost growth

• Establishtheextenttowhichthevarietyofpublicpoliciesareshapingthe ongoing reconstruction recovery, including policies related to capital budgeting and health care

• Discussthelikelytrajectoryofconstructionlaborandmaterialscosts

Anirban Basu, CFMA’s Economic Advisor, Chairman & CEO, Sage Policy Group, Inc.

Sponsored by:

WEDNESDAY, JUNE 1110:15am-11:45amClosing General Session IV

It’s App-tastic: 60 Apps in 60 Minutes (GS4)1.5 CPE credits (IT)

Do you still have your computer? Or is your business becoming more productive and more mobile by using tablets instead? Whether you’re using an iPad, Android, or Windows 8 device, without knowing the best pro-

ductivity apps available, you’re not making the most e�cient use of your time. This fast-paced session will review and showcase 60 of the most useful apps for business professionals. Attendees are encouraged to bring their tablet and smart phones and share their favorite apps with their peers.

After attending this session, you will be able to:

• Identify60ofthemostusefulbusinessappsavailable• UnderstandhowtheAndroidandWindowsmobilesolutionscompare

against the Apple apps• Useyourmobiledevicesmoreeffectivelyforbusinessapplications

James Spellos, President, Meeting U.

Sponsored by:

TUESDAY, JUNE 1011:00am-12:30pm General Session II

Level Headed: One of the Greatest Turnaround Stories in the 21st Century (GS2) 1.5 CPE credits (BMO)

This presentation will identify the many risks associat-ed with the construction industry and how Sundt Con-struction, with a storied history of successful complex

construction projects and a great reputation in the industry, found itself in serious �nancial di�culty; and what was done to turn the company around to become successful again and a leader in the construction industry.

J. Doug Pruitt, who was President and COO at the time of the �nancial crisis, will take you through the many areas of focus that were critical to making this turnaround a success. He’ll cover:

• Sundt’scorporateculturerelatedtomanagingrisk• The“CometoJesusMeeting”–dealingwiththebrutalfacts• Theartofstrategicplanning• Whatitmeanstoinvestinyourfuture• Whyworkingforacompanythatismakingadifferencecounts• Thepowerofemployeeownership• Whygrowingthebusinessmatters• Whyneverforgettingwhatgotyouherematters

J. Doug Pruitt, J.D. Pruitt & Associates, LLC

Sponsored by:

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GENERAL SESSIONS


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SATURDAY, JUNE 78:00am-5:00pmConcurrent SessionsMini-Conference IRisk Management (MC1)8 CPE credits (SKA)Learn how to design and implement an e�ective risk management strategy. This mini-conference goes through all aspects of insurance, project bidding, safety/loss control, claims management, contract administration, and legal issues. After the session, participants will be able to:

• Discusspracticaltechniquesforriskmanagement• Designaneffectiveriskmanagementstrategy• Explaintheinsurancerenewalprocess• Managethe“insuranceyear”• Covertherecentunrealisticinsurancerequirementsfromprojectowners• Understandthenewtechnology-drivenissues

Robert Heuer, Vice President, Guy Hurley Blaser & Heuer LLC Patrick Monea, CCIFP, VP/CFO, Granger Construction Company

Mini-Conference IIIRMI CRIS Course: Contractual Risk Transfer for Contractors (MC2)8 CPE credits (SKA)/7 CE creditsConstructioncontractscanbeeithervaluabletoolsordeadlytraps.Unfortu-nately, many contractors routinely accept onerous contractual provisions (oftenwithoutnoticingthem).Thisblindacceptanceofriskexposescontrac-tors to potentially catastrophic losses. Based on the IRMI Construction Risk and Insurance Specialist (CRIS) curriculum, this course will enable you to:

• Discusskeyrisktransferprovisionsinconstructioncontracts• Proposesuggestionsformodifyingproblematicclauses• Identifypotentialgapsbetweenacontractor’sliabilitiesanditscoverage• Implementtacticsthatwillenableyoutoshiftawayrisk• Efficientlyandeffectivelyhackthroughtheindemnificationjungle• Employtechniquestoutilizeyourlawyereffectively

Attendees will leave this mini-conference well prepared for the correspond-ingexamforCRIScertification.

William Perkins, Instructor, Florida Association of Insurance Agents

Sponsored by:

Mini-Conference III Cash Management & Advanced Cash Forecasting (MC3)8 CPE credits (SKA)Cash Management:Effectivecashmanagementiscrucialtoallconstructioncompanies. This informative session will cover the principles of the cash �ow lifecycle,optimizingcashflow,andcashforecasting.Learnhowto:

• Explainthevalueofcashflowmanagement• Establishanduseinternalcontrols• Recommendandapplysoundcashmanagementtechniques

Advanced Cash Forecasting: This presentation will build on the tools presented in Cash Management. In this session, you will:

• Getahands-onapproachtodevelopingcashforecastsusingmocked-upcompanyfinancialstatements

• Learnhowtoforecastsales/volumebeyondexistingbacklog• Takehometools,samplespreadsheets,andtemplatesforcashforecasting• Learnhowtopredictfuturecashflowbasedonpastperformanceandtrends

Steven Lords, CCIFP, CFO,ArizonaPipelineCompany

SUNDAY, JUNE 87:30am-12:00pmConcurrent SessionsMini-Conference IVWomen in Construction: Paving the Road to Success (MC4)4.5 CPE credits (SEB)Not just for women, this interactive mini-conference will focus on various aspectsoftheconstructionindustryasitrelatestowomen.Thefirsthalfofthe session will feature roundtables facilitated by industry leaders address-ing the topics of Work/Life Balance; Mentors and Mentoring; and Women inConstruction–FromaMan’sPerspective.Afterward,apanelofindustryexecutiveswillanswerquestionsdevelopedfromtheroundtables.Bringyourcomments,experiences,andquestionstoshareanddiscuss.Afterthesession, participants will be able to:

• Identifytheuniquepositivesandpitfallsencounteredbywomen in the construction industry

• Understandtheimportanceofmentorsandmentoringforfemales in the workplace

• Recognizethedifferencesinmaleandfemaleperspectives–andwhy theyexist

• Say“No”withoutbeingnegative–maintainingahealthybalance between work life and home life

Jackie Buck, CCIFP, CFO, Harper Construction Marsha Davis, Owner,FunCoachUSA Richard “Dood” Forrestel, Jr., Treasurer, Cold Spring Construction Company Kelli Franco, Partner,MossAdamsLLP Marilyn Klinger, Chair Emeritus-Construction Practices Group,Sedgwick,LLPModerator: Pam Hummel, Associate Director, alliantgroup, lp

Sponsored by:

Mini-Conference VPrequali�cation – An Integrated Risk Management Strategy (MC5)4.5 CPE credits (SKA)This program is designed to be an interactive workshop, providing a thorough understandingandmultipleperspectivesoftheprequalificationprocess.Theprogram will be led by a panel of speakers and include case studies and examples.Attheconclusionoftheprogram,attendeeswillbeableto:

• Identifytherisks,rewards,systemsandbenefitsofeffective prequalificationfortheconstructionindustry

• Identifythekeyareastoevaluate–resources,deliveryandperformance,safety,financial,andotherriskfactors

• Beknowledgeableofthegoals,needs,concerns,andpointsofviewofGCs, subcontractors, and sureties

• Beknowledgeableofindustrytechnologysolutionsfromavarietyofsources• Understandhowaprequalificationprocesscanbeintegratedintomultiple

areas of a construction business• UnderstandhowtobetterpresentyourcompanytoownersandGCswhen

youcompleteprequalificationforms• Identifyopportunitiestoimprovetheeffectivenessandresultsofyour

company’sprocesses

George Rebeck, Jr., CCIFP, VP-Finance & Accounting, Straub ConstructionKevin Burnett, SVP CFO, The Sundt Companies James L. Bly, CPA, CPCU, Managing Director Regional Construction Practice Leader,MarshUSA,Inc. Padraic D. McGrath, CFO, Limbach Facility Services LLC Dave Anderskow, SVP CFO, PowerConstructionCompany andPalmerConsultingGroup

MINI-CONFERENCES

www.cfma.org/2014 7

JUNE 7-11, 2014

SUNDAY, JUNE 8 (con’t)7:30am-12:00pmConcurrent SessionsMini-Conference VICCIFP Overview Seminar (Conference and WebLive) (MC6) 4 CPE credits (AC)TakethefirsthalfofthisseminarliveattheConference(orviaWebLive) and then take the second part virtually via WebLive at a later date*.

Intheconstructionindustry’sever-changing,rapidlyadvancingmarketplace,becomingaCertifiedConstructionIndustryFinancialProfessional(CCIFP)willsetyouapartfromthecrowd.CCIFPcertificationensuresthatyouandyourcompanyarewell-preparedtofacethespecialization,sophistication,andcomplexitiesofconstructionfinancialmanagementtoday.

TheCCIFPOverviewSeminaristhebestwaytobenchmarkyourknowledgeagainsttheonlyindustrystandard–theCCIFP.Afterthistwo-partintensiveprogram, you will be able to:

• IdentifythebodyofknowledgeaCCIFPshouldknow• Identifythefinancialandaccounting“specifics”uniquetothe

construction industry • Assessyourlevelofknowledgeandidentifywheretoconcentrate

your study e�orts

Part I (Conference or WebLive) 4 CPE credits (SKA)PartIwillcoveraccounting and reporting, risk management, and information technology.

Emma Pierce, CCIFP, ARESLLC/ColconDevelopmentLLC Melanie Tucker, CCIFP, VP-Finance,JEDunnConstruction Philip Zak, CCIFP, Pre-Implementation Manager, Viewpoint Construction Software

Part II (WebLive Only)* PartIIwillcoverbudgetandplanning,HR,taxes,incomerecognition, and legal issues.

June 19 & 26, 2014 Time: 3:00pm – 5:00pm EST

MONDAY, JUNE 91:30pm-5:00pmMini-Conference VIIEmergency Management Planning: Practical Business Continuity Strategies & Solutions (MC7)4 CPE credits (SKA)Is your company prepared for a man-made emergency or a natural disaster? Doyouknowthecostofa“downday”ora“downweek”foryourcompany?Learn practical strategies to keep your company operating and reduce the adverseconsequencesofunexpectedbutforeseeablebusinessdisruptions.

This session is fast-paced and highly interactive with facilitated discussions andhands-onexercisesthatwillenableyouto:

• Determineyourcompany’scriticalbusinessprocesses• Assessyourcompany’svulnerabilitiestobusinessdisruptions• Integratebusinesscontinuityintoyourcompany’sriskprogram• DevelopaZeroDisruptionsbusinesscontinuitystrategy• Prioritizenextstepstoimplementpracticalsolutions

Calvin Beyer, Vice President, Large Account Sales & Development, Murray Securus Brian Cooney, CCIFP, Executive Vice President – Finance and Administration, Barriere Construction Co., L.L.C.

NON-CPE CREDIT SESSIONSSATURDAY, JUNE 7 8:00am-2:00pmChapter Summit XII (CS) Chapter Summit XII provides opportunities for chapter leaders and those interestedinbecomingchapterleaderstoexchangeideaswithotherattendeesthroughinteractivediscussionslike“IgnitingPassioninYourChapter,”“ChapterBestPractices,”and“ChapterChallengesandOppor-tunities.”We’llalsofindoutabout“HQ’sNewEducationalOpportunities”andlearn“What’sNewatHQ,”includingareviewofthenationalandchapter websites. Sponsored by:

SUNDAY, JUNE 812:00pm-2:00pmConstruction Technology Forum (CTF1-9) Join us for the Construction Technology Forum and take advantage of valuable face time with your current construction software provider fromourrosterofnineparticipatingtechnologyfirms.Duringtheseforums, you will:

• Hearaboutthelatestandgreatestproductupdates• Learnaboutlong-termstrategiesforsoftwareproductdevelopment• Networkandmeetwithotherconstructionsoftwareusers• ParticipateinanopenQ&Asessionwithsoftwareproductexperts

The participating software providers are:


c f m a ’ s 2 0 1 4 a n n u a l


MONDAY, JUNE 97:00am-8:00amConcurrent SessionsBenchmarking Behind the Scenes: Why You Want to Know How You Compare (DPG1)1 CPE credit (FIN)Knowing how your company compares is one thing. Knowing why that comparison is important is where the fun starts! Go behind the scenes with ourpanelofBenchmarkerBelieversandyou’lllearnto:

• Betterunderstandyourcompany’sfinancialhealth• Identifyabaselineforperformancemanagement• Appreciatetheconceptualdifferencebetweenreporting&projectingresults• Uncoverbestbusinessprocesses,practices,andstrategies,includingusing

keyfinancialratiostoevaluateandelevateyourcompany’sperformance

Caryl Coronis, Vice President, Finance, OpenTech George Maguire, Vice President and CFO, The Systems GroupFern Oram, Associate Director, Product Management, CFMABilly Stockton, CFO, Advanced Building Concepts

Heavy/Highway Contractors Risk Management: What Keeps You Up at Night (DPG2) 1 CPE credit (SKA)Join your industry peers for thought-provoking roundtable discussions con-cerning critical Heavy/Highway risk management issues that keep (or should keep)constructionfinancialprofessionalsawakeatnight.Thesediscussionswill be facilitated by industry professionals and participants will have an oppor-tunitytosharechallenges,successes,andbestpracticesforimprovedprofit-ability. The following topics will be focused on during the roundtable sessions:

• Contractualrisktransfer• Workzoneliability• Equipment/vehicletheft• Workers’compmedicalfraud

Calvin Beyer, Vice President, Large Account Sales & Development, Murray Securus Greg Stefan, VP – Risk Control, Arch Insurance Group

Sub-Specialty: Hot & Emerging Topics for Subcontractors (DPG3)1 CPE credit (SKA)GetreadytoexchangeideasandshareyourexperienceswithotherSpecialtyTradeattendees.Participateinmoderatedroundtable-stylediscussionsfocus-ing on current and emerging challenges and opportunities. Then, listen as eachgroupreportsbestpracticesandsolutions.Discussiontopicswillinclude:

• Technologyforsubcontractors• AffordableHealthCareAct–lessonslearnedthusfar• Emergingissuesforsubcontractors

Pamela Hepburn, CCIFP, Vice President, OCPContractors,Inc.

Getting the Most VALUE Out of Your CFMA Membership (DPG4)After attending this session, you will have a better understanding of the valuablebenefitsCFMAoffersitsmembers.Duringthissession,youwill:

• TestdrivetheFinancialandITBenchmarkerproducts• Sampleachapterof“TheBook” • Explorevolunteeringopportunitiesatboththenationalandlocalchapterlevel• Getabetterunderstandingofeducationcourses–bothonlineandlive• ReceiveaCCIFPexambriefing• Learnmoreaboutsavingsprogramsavailabletomembers

Michael Verbanic, Director, Member Experience, CFMA

TUESDAY, JUNE 107:00am-9:05amConcurrent SessionsCFO Roundtable Discussions Following a brief presentation on select topics of importance to you, join your like-minded peers for thought-provoking roundtable discussions about theissuesthatchallengeconstructionfinancialprofessionals.Backbypopu-lardemand,thesesessionsareintendedforCFOs/financialmanagementsta� of construction companies in the revenue categories outlined below. And,forthefirsttime,weareincludinganOpenForumattheendofeachsession so you can share issues and concerns with other members.

Large-Firm CFO Roundtable Discussions (DPG5) 2.5 CPE credits (SKA)ThissessionisintendedfortheCFOs/financialmanagementstaffof contractorswithrevenuesinexcessof$100M.

• AnupdateontheimpactofthePatientProtectionandAffordableCareActon large contractors

• Incentivizingemployeesthroughemployeeownership

Kevin Burnett, CCIFP, Senior Vice President, CFO, The Sundt Companies, Inc. William Judge, Controller, Kitchell CorporationChristian Moreno, Vice President, LocktonDunningBenefitsModerator: Stuart Binstock, President & CEO, CFMA

Sponsored by: and

Medium-Firm CFO Roundtable Discussions (DPG6) 2.5 CPE credits (SKA)ThissessionisintendedfortheCFOs/financialmanagementstaffof contractorswithrevenuesof$25-100M.

• DeepeningtheBench:Recruitment/DevelopmentofLeaders• PaperlessEnvironments

Jim Schug, FMI James Benham, JB Knowledge Technologies Inc. Moderator: Erica O’Grady, CAE, Vice President, Operations, CFMA

Sponsored by:

Small-Firm CFO Roundtable Discussions (DPG7) 2.5 CPE credits (SKA)ThissessionisintendedfortheCFOs/financialmanagementstaffof contractorswithrevenuesof$1-25M.

• DashboardJob/FinancialReportingBestPractices• RightSize/RightFit–CreatingtheRightRiskManagementProgramfor

YourCompany

Robert Biehl, CCIFP, Director of Construction Industry Services, GBQPartnersLLC Moderator: Brian Summers, CAE, Vice President, Content Management and Education, CFMA

Sponsored by:

DAWN PEER GROUPSMonday DAWN PEER

GROUPS Sponsored by:

www.cfma.org/2014 9

JUNE 7-11, 2014

MONDAY, JUNE 910:15am-11:30amThe Family Owned Business of the 21st Century – Not Your Grandfather’s Company (A1) 1.5 CPE credits (BMO)A vast majority of construction companies are family owned. However, today’seconomicandbusinessenvironmentsdemandthattheseentitiesaddressmorethanageneric“successionplan.”LearnhowtheCFOsoftwoprominent, family owned construction companies have addressed the challenges that are particular to the family owned business in order for their companies to not only survive, but thrive.

After this session, you will understand:

• Theriskoffamilyownedbusinessfailure• Thechallengesandthekeyactionsneededtopreventcommonpitfalls• Thebenefitsofafamilybusinesscounselorandthestepsforselection• Documentsandprocessesneededtoensurelong-termsuccess• Howtoturnfamilyownershipintoacompetitiveadvantage

David Allison, CCIFP, CAO/CFO, Crossland Construction Company, Inc. Herb Brownett, CCIFP, CFO, BrubacherExcavating

1:30pm-2:45pmFederal Tax Update & Strategies for 2014 (A2) 1.5 CPE credits (TX)Learnwhatchangesinthetaxlawwillimpactyourcostsandcashflow including legislative, regulatory, and case law revisions. What is in store as Congress moves through another election year?

• Identifyandapplyrecenttaxlegislationandrulingsapplicabletocontractors• Understandopportunitiestoimplementtaxstrategiesandavoidtraps• Learnhowchangesintaxlawsmayimpactyourformofbusinessor

accounting methods

John Armour, CCIFP, Managing Director, CBIZMHM,LLC

3:00pm-4:15pmAnd Not a Penny More: Tax Strategies to Ease Your Burden (A3)1.5 CPE credits (TX)FromthenewMedicaresurtaxtothenewNetInvestmentIncomeTaxtotheendoftheBush-erataxcuts,onethingisclear:thetaxlandscapehasshifted.Have you shifted along with it or are you still practicing business as usual?

Attendthissessiontogaininsightonwaysyoucanreduceyourcompany’soveralltaxburdenandunderstandaudittriggersfortheIRS.You’llhearstoriesandlearnstrategiesfroma20-yearconstructiontaxveteranandaformer IRS attorney who now sits on the other side of the table.

This session will cover:

• Overallstrategiesforreducingyourcompany’staxburden• Taxdeferraltactics(sincetheexpirationoftheBush-erataxcuts)• Howtoavoidanauditandhowtoprepareshouldoneoccur• HowyoucantakeadvantageofthefederalR&Dcredit• ImplicationsoftheMedicareContributionTax

Kelli Franco, Partner, MossAdamsLLP Gary Stirbis, Director, Tax Controversy & Dispute Resolution, MossAdamsLLP

TUESDAY, JUNE 109:30am-10:45amThe CFM & the CPA – A Partnership (A4) 1.5 CPE credits (AC)ThissessionwilldissecttherelationshipbetweenaconstructioncompanyCFO/ControlleranditsCPA.ThepaneloftwoCFOs(aGCandSubcontractor),plusanationallyknownconstructionpracticeCPAwilldiscussthepartnershipfromtheinitialRFPandengagementprocessthroughtheyear-endreviewandaudit process. After this session, you will be able to:

• DescribehowtoprepareaneffectiveRFPforchoosingaCPAfirm• DiscusstheCPA’sroleinthedevelopmentoftheconstructioncompany• ReviewtheCPA’sexpectationsofacontractor’sCFM• Identifyvaluabletipsforyear-endprocessesfrombothperspectives• DeterminewhenyourCPAisnottherightfit

Kevin Foley, CCIFP, CFO, E.AllenReeves,Inc. Anthony Stagliano, CCIFP, National Managing Director of A/E/C Services, CBIZMHM,LLC Marj Weber, CCIFP, Treasurer & CFO, Irontree Construction, Inc.

2:15pm-3:55pmWhat You Need to Consider Before You Acquire a Construction Company (A5) 2 CPE credits (SKA)As companies continue to look for ways to increase their revenue base, mergersandacquisitionscontinuetobeasignificantmethodofaccomplish-ingthisobjective.Therearemanydosanddon’tstoconsiderwhengoingthroughthisprocess.Participantsofthissessionwillgainexposuretocom- monmistakesthataremadeinthisprocessthroughreallifeexamples,andwill take away best practices to be applied in performing the due diligence ofanothercontractoracquisitiontarget.

Gene Huebner, CFO, AldridgeElectric,Inc. Michael Lux, Partner, CroweHorwathLLP Jonathan Zeiler, CCIFP, Partner, CroweHorwathLLP

4:10pm-5:25pmFederal Tax Update & Strategies for 2014 (A2R) REPEAT1.5 CPE credits (TX)John Armour, CCIFP, Managing Director, CBIZMHM,LLC

WEDNESDAY, JUNE 118:45am-10:00amConstruction Contractors Advanced Issues – From a CPA Perspective (A6) 1.5 CPE credits (AC)This session will cover advanced issues that all contractors should be aware of, includingaccountingandtaxissues.Afterthissession,youwillbeableto:

• Recognizegoodinternalcontrolsandidentifypotentialfraud• Employsoundcashmanagement• Definemethodsofaccountingforjointventures• Analyzebenchmarkinganddeterminecostallocations• Identifyadvancedtaxissues

Warren Hennagin, CCIFP, Director, GlennM.Gelman&Associates,CPAs

ACCOUNTING & FINANCE Track Sponsored by: ACCOUNTING & FINANCEACCOUNTING & FINANCE


c f m a ’ s 2 0 1 4 a n n u a l

conferenceexhibitionBENEFITS & HUMAN RESOURCESMONDAY, JUNE 910:15am-11:30amWhat a Life Insurance Agent Won’t Tell You: How to Analyze, Compare & Select Life Insurance to Protect Your Construction Company (B1) 1.5 CPE credits (HR)Many construction companies are forced to rely on a commissioned insur-ancesalesmantoassisttheminprocuringandanalyzingtheirlifeinsuranceneeds. The emphasis of this session is to assist contractors in making the right long-term life insurance decision without relying on a product pusher to guide them through the process. This session will cover analyzing,comparing,andselectingcoverage,andwhatinformedquestionstoask,alongwith:

• Whatalifeinsuranceagentmaynottellyou• Whatistheprocessforobtainingtherightinformationtomake

the right long-term decision• Constructionbusinesslifeinsuranceplanningtechniques

Anthony Ivener, President, Ivener Management Group

1:30pm-2:45pmNavigating the Health Care Landscape: The New Normal (B2) 1.5 CPE credits (HR)The health care landscape is changing underneath the feet of employers who sponsor health plans – and changing the cost/risks of providing these benefitstoemployees.Whatischanginginthesupplyanddemandsideofhealth care that will negatively or positively impact employers? This session will enable attendees to:

• UnderstandthehealthcarerealitiesposedbyPPACA• Explain“TheNewNormal”–themarketimpactandemployer

responses to legislative changes• Detailtheemergingcost/riskcontrolmeasures• Usewellnessprogrammingeffectivelyinthe“reformera”• CreatearoadmapforleveragingthetoolsaffordedbyPPACA

and payer reform to control health plan costs

Christian Moreno, Vice President, LocktonDunningBenefits

TUESDAY, JUNE 109:30am-10:45amDOL Con�dential – Understanding ERISA Investigations & Your Fiduciary Duties (B3) 1.5 CPE credits (HR)TheriskofyourERISAplanbeingselectedbytheDOLforaninvestigation has never been higher. With an increased enforcement emphasis, it is critical tounderstandwhatissuescantriggeraDOLinvestigation,howtoproactivelyaddress these risks, and how to avoid common pitfalls. After this session, you canexpectto:

• LearnabouttheauthorityoftheDOL,IRS,andPBGCunderERISA• Recognizehowandwhyaplanbecomesselectedforaninvestigation

includingredflags,targetedissues,andtheDOL’sgoals• Learnabouttheprocessoftheinvestigation,whattheDOLislooking

for, what are your obligations to provide information, and what you can expecttooccurfrombeginningtoend

• Learnaboutyourfiduciaryobligations,duties,andgovernancebestpracticesSamuel Henson, VP – Senior Counsel, Lockton Retirement Services

2:15pm-3:55pmIt’s All About People: How Successful Contractors Manage the People Process (B4) 2 CPE credits (HR)This session will describe the best practices of successful contractors throughouttheentirespectrumofthehumanresourceprocess.Youwillreceive insight into how to provide oversight and supportive interaction with the HR manager in the following areas:

• Recruitment,selection,andorientation• Traininganddevelopment• Evaluationandreview• Compensation,recognition,andrewardprograms• Motivation,counseling,andretention• Disciplineandtermination

Danny Parrish, Partner, Leveraged Resources, LLC

WEDNESDAY, JUNE 118:45am-10:00amDeveloping Sound, Market Based, Competitive Pay Programs (B5)1.5 CPE credits (HR)After this session, you will walk away with the knowledge to develop sound, market based compensation programs, as well as strategies to ensure their pay programs are competitive in the construction sector.

• Defineamarketbasedcompensationprogramandunderstandits impact on maintaining the best possible workforce

• Identifyaworkablecompensationphilosophyandstrategy• Explainhowexternalpaydataandyourcompensationphilosophy

transition into a market based program• Determinethepropermixofcompensationfrommarketdata• Establishpracticesnecessarytoattractandretainkeyemployees

for 2014 and beyond

Je�rey Robinson, President, PAS,Inc.

BENEFITS & HUMAN RESOURCESBENEFITS & HUMAN RESOURCES

www.cfma.org/2014 11

JUNE 7-11, 2014

HEAVY/HIGHWAYMONDAY, JUNE 910:15am-11:30amHow to Survive a DOL Prevailing Wage Audit & Mitigate the Risk (H1) 1.5 CPE credits (SKA)TheriskofbeingselectedforaninvestigationbytheDOLhasneverbeenhigher.Withanincreasedenforcementemphasis,theDOL’sactivityispresent-ingcontractorswithdifficultnewcomplianceobligations.Avoidinganauditis the ultimate goal, but if selected, employers must be prepared in order to achieve the best outcome. Learning objectives of this session will include:

• Recognizehowandwhyacompanybecomesselectedforaninvestigation• Learnabouttheauditprocessoftheinvestigation,whattheDOLis

looking for, what your obligations to provide information are, and whatyoucanexpecttooccurfrombeginningtoend

• LearnhowtobestcomplywithSCAandDavis-Baconrulesandregulations• LearnhowtoprepareyourmanagementteamandemployeesforaDOLaudit

Samuel Henson, VP – Senior Counsel, Lockton Retirement Services

TUESDAY, JUNE 109:30am-10:45amYou Can Defer Replacement But You Cannot Deny It (H2) 1.5 CPE credits (AC)Whentoreplaceequipmentassetsandhowmuchtoinvesteachyearisaninteresting,complex,andcriticallyimportantissue.Thissessionwillbrieflyreview the theory that drives the replacement decision and present workable tools that can be e�ectively used to assist in long-term capital replacement planning. At the end of the session, attendees will be able to:

• Applytheconceptofeconomiclifetosupportthereplacementdecision• Understandtheimportanceoffleetaverageageinreplacementplanning• Usetheverypragmaticnotionof“buywhatyouburn”toproducerational

and defendable long-term capital investment budgets• Useanumberofsimplegraphicstoillustrateanddrivehometheimpor-

tance of developing a well-considered long-term replacement strategy

Mike Vorster, President, CEMPCentralInc.

4:10pm-5:25pmBright Lights, Big City (H3) 1.5 CPE credits (EC)ThispresentationwillprovidesignificantstatisticaldetailregardingthelevelofactivityintheU.S.Heavy/HighwayConstructionIndustry,withspecialfocus 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. After the session, participants will be able to:

• Synthesizeinformationregardingcurrentandprospectivelevelsof highwayinvestmentintheU.S.

• Providestatisticaldetailregardingthegeographicdistributionof highwayinvestmentacrosstheU.S.

• Summarizependinglegislationthathasthepotentialtoshapethe level and types of highway investment to take place in the future

Anirban Basu, CFMA’s Economic Advisor, Chairman & CEO, SagePolicyGroup,Inc.

MONDAY, JUNE 91:30pm-2:45pmPost-Recession Strategies for Your Construction Business: Positioning for the Upturn (S1)1.5 CPE credits (SKA)The construction industry is fragmented, and the economic recovery across the industry mirrors this diversity. Surviving GCs are hungry for backlog, and theresultisfiercecompetitionforthescantprojectsandincreasingpricepressuresonsubcontractors.Thissessionwillfocusontheuniquecontextsubcontractors compete in and o�er some suggestions and ideas to inspire improved strategy for the future. At the end of the session, you will be able to:

• Differentiateyourcompanyfromyourcompetitors• Motivateyourmanagerstobuy-inandimproveproductivity• DiscoverhowthebuyingbehaviorsofGCshavechanged–andwhat

can be done about it

Jim Schug, Principal, FMI Corporation

3:00pm-4:15pmCash – The Success or Failure of a Subcontractor (S2) 1.5 CPE credits (AC)Intheworldofsubspecialtytradecontractorcashflow,expertcashmanage-ment can be the di�erence between success and failure. More contractors go outofbusinessforlackofcashthanlackofwork.Thispanelofexperiencedprofessionals will discuss proven cash management methods and ways to identify trouble before it is too late. They will provide real life stories of successes and failures in the various areas and components of contractor cash �ow management. This session will enable you to:

• Identifybestpracticeconceptsofoverallcashflowmanagement• Determineifyourcompanyhasenoughliquidity• EngageyourCPAinassistingyourcashflowunderstanding• Recognizeandunderstandtheimpactofproperjobcashflowmanagement

Shawn Erickson, CFO, C.J.EricksonPlumbingCo. Rick Kress, Managing Director, ThePrivateBank Scott Morrison, CCIFP, Founder & Managing Partner, Morrison&AssociatesCPAs

WEDNESDAY, JUNE 118:45am-10:00amKnow Your Costs – Practical Accounting for Indirect & Equipment Costs in Today’s Business Environment (S3)1.5 CPE credits (AC)GenerallyAcceptedAccountingPrinciples(GAAP)areclearabouthowcon-struction companies should account for their costs. There is a di�erence in whatGAAPsaysandwhatisbeingpracticedinthe“realworld.”Thissessionwill enable you to:

• Understandtheimportanceofknowingyourcosts• Learnthedifferencebetweenvariouscostsandhowtoaccountforeach• Learnhowtoproperlyaccountforunder/overallocatedindirectand

equipmentcosts

Robert Biehl, CCIFP, Director of Construction Industry Services, GBQPartnersLLC

SUB-SPECIALTY


c f m a ’ s 2 0 1 4 a n n u a l

conferenceexhibitionLEADERSHIP & MANAGEMENTMONDAY, JUNE 91:30pm-2:45pmCrossing the Line – An Insider’s Story of Fraud (L1) 1.5 CPE credits (BE)WestonSmithisaformerCFOofHealthsouthCorporation,aNYSE-tradedcompanyatwhicha$3billionfinancialstatementfraudoccurred.Werethereredflags?Yes,many.Inhindsight,theredflagswerestiffinthewind.Attheend of the session, you will learn:

• Thecorporatecultureleadingtofraud• Mechanicsoffraudandhowtodiscoverthem• Howtovisualizethefinancialandnon-financialredflagsoffraud• Howtoassessthetolloffraudontheinnocent• HowtoprotectyourselffromunethicalconductofothersWeston Smith, President, ChalkLine Solutions, Inc.

3:00pm-4:15pmThe Real Outlook from Capitol Hill: An Insider’s Perspective (L2) 1.5 CPE credits (TX)Recent legislative updates covered will include:

• Implicationsoftaxlegislationonbusinessandpersonaltaxes• Whichkeyconstruction-relatedprovisionswillbeextended• Impactofcapitalgainsanddividends• Impactoftheestatetax• Impactofhealthcarereformtaxprovisions

Dean Zerbe, National Managing Director, alliantgroup,LP

*Subject to change, based on breaking developments.

TUESDAY, JUNE 109:30am-10:45amContinuity Planning for Construction Contractors (L3)1.5 CPE credits (BMO)This dynamic presentation will include an overview of current issues and trends in the continuity planning process for closely held construction com-panies. Additionally, it will include ideas and strategies to e�ectively prepare forownershipandleadershiptransitions.Participantswillreceivepracticalinformation regarding the implementation of strategies that have proven to be e�ective. Topics to be covered will include:

• Theeffectofconstructionindustryissuesandtrendsonthecontinuityplanning process

• Reviewofestatetaxlawsandregulations• Constructioncompanyvaluationtechniquesandstrategies• Newcoconcept–formationandimplementation• Phantomstockconcept• Suretyandbankingconcernsandconsiderations• Continuityplanningstrategiestoavoid

Robert Davidson, Managing Partner,DGLFCPAs&BusinessAdvisors

2:15pm-3:55pmBe in the Know with FASB’s Private Company Council Chairman Billy Atkinson’s PCC Roundup (L4) 2 CPE credits (AC)JoinusinwelcomingBillyM.Atkinson,PrivateCompanyCouncil(PCC) Chairman (and past chairman of the National Association of State Boards of Accountancy (NASBA) from 2009-10), as he dives into recent e�orts of thePCCtochangecurrentGAAPtosimplifytheaccountingforprivatecompanies.IncludingaQ&Asession,participantswillspendtimewithBillyto provide feedback and gain an understanding of current and in-process PCCactivitiescovering:

• Goodwillamortizationandimpairment• Interestrateswapaccounting• Intangibleassetsrecognizedinabusinesscombination• Applyingvariableinterestentityguidancetocommon

control leasing arrangementsBilly Atkinson, Private Company Council Chairman, FASB Mike Sobolewski, Partner - Private Company Services, PricewaterhouseCoopersLLP

4:10pm-5:25pmKeeping Score – Implementing Performance Management Techniques – Translating Vision & Strategy into Action & Results (L5) 1.5 CPE credits (BMO)Conscientious people with the right process almost always yield the right results. As managers, how can you tell if the process is working and whether it is being followed? At the conclusion of this session, the participant will understand how to:

• UseascorecardasacriticaltoolforSOPcompliance,workflowdefinition,and training

• Implementascorecardprocessforpreconstruction,construction,andcloseout

• Drivestrategyandculturalinitiativesthroughascorecardprocess• Avoidcommonpitfalls

Marcus McKerley, Partner, CroweHorwathLLP Rodney Moss, Sr. Vice President & Regional Managing Director, Aon Risk Solutions

WEDNESDAY, JUNE 118:45am-10:00amBuilding a Zero Injury Culture (L6)1.5 CPE credits (HR)Zeroinjury–mythorreality?Thissessionwillhelpyouunderstandthetruthsbehindzeroincidents,identifywhereyourorganizationisonthatpath,recognizestrategiesdesignedtoenhanceyoursafetyandculture,andlearnfrom real-lifetestimonyonthebenefitsandchallengesencounteredonthejourneytoZeroInjury. At the end of the session, you will be able to:

• Understandwhereyourcompanystandsinthesafetyculture development cycle

• Utilizemeasurementtechniquesandassessmentcriteriato determineyourcompany’ssafetyculture

• Reviewculturalbuildingblocksandchallengesthatneedtobe addressedandovercometotrulydrivetozero

• Investigatestrategiescontractorsareusingtoimprovesafetyand enhance the culture of their companies

Eric Lambert, National Safety & Quality Director, ZurichNorthAmerica John Tessicini, CCIFP, Controller, Consigli Construction Co., Inc.

LEADERSHIP & MANAGEMENTLEADERSHIP & MANAGEMENT


JUNE 7-11, 2014

RISK MANAGEMENT & SURETYMONDAY, JUNE 910:15am-11:30amWhat Your Broker Should Be Doing for You (R1) 1.5 CPE credits (SKA)Haveyoueveraskedyourselfifyouaremaximizingyourrelationshipwithyourcurrentbroker.Thisprogramwillexplorethebrokerrelationshipandreviewthemanywaysconstructioncompaniescanmaximizetheirservices.At the conclusion of the program, you will be able to:

• Reviewwhatservicesagentsandbrokersincludeinstandard commission or fee arrangements

• Understandthetoolstousewhenlookingforanewagent/broker• Understandthevariousbenchmarkscommissions/fees• Discusstheprosandconsofnationalvs.regionalfirms• Discussthesignificantchangesintheindustryandwhattheagent/broker

will look like in the future

William Noonan, Vice President, Risk Management,StructureToneOrganization Michael Anderson, Managing Director & CEO, MARSH Construction

3:00pm-4:15pmPerformance Management, Accountability & Loss Cost Allocation Panel (R2) 1.5 CPE credits (SKA)ThisCFOpanelsessionfocusesoncriticalconceptsofmanagerialaccount-ability for performance and realistic approaches a contractor can take to manage loss cost allocation to individual projects, operating divisions, and companies.Participantsinthissessionwill:

• Understandthebenfitsofestablishingformalizedaccountabilityprograms• Discoverrealisticapproachestolosscostallocation,measurement,and

data tracking• Hearfrompeercontractorsthathavesuccessfullyimplementedlosscost

allocation programs• Learntodevelopanallocationprogramthatfitstheircompanystructure,

insurance program, and technology platforms

Greg Stefan, VP – Risk Control, Arch Insurance Group

TUESDAY, JUNE 109:30am-10:45amSurety Industry Update (R3) 1.5 CPE credits (SKA)This session will provide the latest updates on this critical industry. By attending this session, the participant will:

• Knowthelatestsuretyindustryresults• Receiveinsightintothecurrenttrendsaffectingsuretycredit• Beabletoapplytheseresultsintotheirownsuretyrelationships

tomaximizetheirsuretycredit

David Pesce, CCIFP, Director of Surety, AXIS Insurance Company

2:15pm-3:55pmHealth Risk & Workers’ Comp – Unlocking the Value (R4) 2 CPE credits (SKA)Workers’compcostsandassociatedinjuryrisksescalatewithrisinghealthrisk factors. This session will focus on unlocking the rationale and emerg-ing best practices around integration of health risk improvements and risk management.Specifically,thelearningobjectiveswillinclude:

• Understandingthevalueofhealthrisk/workers’compclaimsdata• Explainingthecurrenterrorsinfinancialcalculationsofriskfactors• Showingwhythe“beta”ishigherfortheconstructionindustry• Integratinghealthriskmanagementprogramswithworkers’comp/other

riskexposures• Definingthebestpracticesfornextgenerationprograms

Christian Moreno, Vice President,LocktonDunningBenefits

4:10pm-5:25pm21st Century Reality: Construction Project Cost Audits – How to Prepare & What to Expect (R5) 1.5 CPE credits (SKA)This session will focus on the topic of construction project cost audits, which are becoming a common occurrence for contractors and subcontractors due to the evolution and creation of more sophisticated construction procure-ment contractual arrangements.

This session will enable you to:

• Understandthedeveloper’sorprojectowner’scontractual “righttoauditprovision”

• Prepareproactivelyfortheauditprocess• Understandtheauditor’sfocusandapproach• Strategizeoncostnegotiationsattheforefrontofaproject• Learncommonpracticesobservedinnegotiatingcostrecovery

improvement

Ridge Miller, Partner, CroweHorwathLLP

Certified today.Skilled for tomorrow.

CCIFP means you know construction.

certification examThe CCIFP certification examination measures

essential core competencies in eight knowl-

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to human resources and risk management. The

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ognize that financial professionals truly know

the business of construction. It’s the best way to

maintain your knowledge and expertise in this

rapidly changing industry.

June 7, 20149:00am-1:30pm

saturdayeligibility, application

+ registrationwww.iccifp.org

study guide + examprepcourses www.cfma.org

RISK MANAGEMENT & SURETYRISK MANAGEMENT & SURETY


c f m a ’ s 2 0 1 4 a n n u a l

conferenceexhibitionTECHNOLOGYMONDAY, JUNE 910:15am-11:30amConstruction Technology Forecast 2014 – Collaboration, Integration & Cloud Computing (T1) 1.5 CPE credits (IT)Haveyoueverquestionedthesecurityofdatainthecloud?Doyouwanttolearn more about integrating your independent software and how it could benefityourfirm?Doyouknowwhataugmentedrealitywilllooklikeonthejobsite? Learn about real companies whose implementation of innovative technologyhasallowedthemtomaximizeefficiency.

The results of the second annual Construction Technology Integration Report will also be discussed. The learning objectives include:

• Abriefhistoryofcollaborativetechnology• Learningthelatestfreeweb-basedservicesandmobileapplications

to implement today• Defining“TheCloud”andaddressthecurrentfearsandefficiencies• Analyzingcasestudiesofhowindustryleadersareusinginnovative

technol ogy to inspire collaboration

James Benham, President & CEO, JB Knowledge Technologies, Inc.

1:30pm-2:45pmMobile Devices: How Contractors Can Manage the Risks (T2) 1.5 CPE credits (IT)Mobile devices are the communication and computing platforms of the future.Constructioncontractorsshouldtakeadvantageofthebenefits o�ered by mobile computing while managing the risks. At the conclusion of the session, you will be able to:

• Understandthecurrentmobiledeviceandapplicationenvironment• Beawareoftherisksinvolved• Knowthecontrolsthatshouldbeimplementedandwhattoaudit• Examinestrategies(people,rules,andtools)tomanagethecontrol

for mobile applications within your business

Mark Eich, Principal, CliftonLarsonAllenLLP

3:00pm-4:15pmBYOD – Tool, Toy, or Trap? (T3) 1.5 CPE credits (IT)Oneofthemostexcitingandpromisingtechnologytrendsofthelast20yearsistheBringYourOwnDevice(BYOD)movement.Afterthissession, you will be able to:

• UnderstandwhatBYODis,whereitcamefrom,andwhereitisgoing• UnderstandwhyBYODrepresentsarealopportunityforyourcompany• Takehomepracticalapplication(s)ofBYODforyourcompany• PlanfortheuseofBYODinyourcompanyandimplementeffective

controls to mitigate risk• Outlineriskfactorstoconsiderwiththistechnologyandhowto

mitigate them• CreateaplanandstrategyforintegratingaBYODstrategy

Scott Lewis, President & CEO, Winning Technologies

TUESDAY, JUNE 102:15pm-3:55pmBest Practices in Field Technology (T4)2 CPE credits (IT)Many companies are looking to leverage cloud-based technologies to deliver betterinformationtothefieldwithoutsidesteppingtraditionalcorporateITpractices. After this session, attendees will be able to:

• Communicatecorporateinitiativeswhileworkingtowardenduserhappiness• LeveragetheNISTClouddefinitionintheirdailyassessmentoftechnologies• Understandthedifferencebetweenintegratedandstandalonesolutions• Opendialogswithvendorstopromoteinteroperability• Focusonprocurementofforwardthinkingsolutions

Jeremy Sibert, Director of Technology,HenselPhelps Wesley Smith, Cloud Executive O�cer,TheCramGroup/AECCloud

4:10pm-5:25pmConstruction Technology Forecast 2014 –Collaboration, Integration & CloudComputing (T1R) REPEAT1.5 CPE credits (IT)James Benham, President & CEO, JB Knowledge Technologies, Inc.

WEDNESDAY, JUNE 118:45am-10:00amSocial Tsunami: How to Drink from the Information Fire Hose Using a Straw (T5) 1.5 CPE credits (IT)Areyouoverwhelmedwithinformation?Doyouhavetroublekeepingupwiththe tidal wave that comes from di�erent tech resources? Take control of the “SocialTsunami”bylearningaboutcontentcuration.Curationmakesyouacontent publisher and provides the tools to manage the information �ow that comes into your computer, tablet, or smart phone. These tools are the critical time savers and information managers every business person needs.

After attending this session, you will be able to:

• Understandcriticalwebservicedefinitionssuchassocialand mobile curation, social bookmarking, and RSS

• Identifymorethan10curationtoolsthatcanhelpyoupublishand manage information

• Recognizetablet-specifictoolstohelpdelivercustomizedcontent toyouriPadorothermobiledevices

• Identifyhowsocialsharingtoolsenhancethecurationprocess

James Spellos, President, MeetingU.

Track Sponsored by:


JUNE 7-11, 2014

SUNDAY, JUNE 87:00am-12:00pmGolf TournamentTPC Las Vegas

Nestled within the spectacular master-planned community of Summerlin, just20minutesfromtheworld-renownedLasVegasStrip,TPCLasVegas(formerlyknownasTPCCanyons)offersastunningandcompellingtestofgolfsetagainstthebackdropofRedRockCanyon.TheHomeofProfessionalGolfinLasVegas,TPCLasVegasispartofthePGATOUR’sawardwinningTPCNetwork – a premier collection of destination, private, and resort golf clubs which have played host to more than 350 professional tournaments.

Sponsored by:

8:00am-11:30amThe Amazing Las Vegas ChasePutonyourrunningshoesandbringyoursmartphonewithGPSasyoujoinateamof4-6peopleforafunyetchallengingAmazingChasedowntheLasVegasStrip.Thisisnotthetraditionalfunrunbutratherateam“hustleandbustle”eventwherecameras,clues,andconnectionsarepartofthecompe-tition.BecompetitiveorgetintoourFunZoneforalessintensechallengeas you help raise funds for charity. The proceeds will be divided among two worthwhilecharities:ThreeSquareFoodBank,whichdistributesfoodto600ProgramPartnersinSouthernNevadaincludingfoodpantries,soupkitchens,shelters,after-schoolprograms,andseniorcitizens;andHabitatfor Humanity, renowned for helping hard-working families own their own homes,viaourprimaryeventsponsorTheCOINSFoundation.

Hosted by: CFMA’s Las Vegas Chapter

Sponsored by:

5:00pm-6:00pmFirst-Time Attendee MixerWelookforwardtowelcomingyoutoyourfirstCFMAConference!Don’tmisstheopportunitytomeetCFMA’sofficersandnetworkwithfellowfirst-time attendees.

Sponsored by:

6:00pm-7:30pmWelcome Reception with ExhibitorsJoinyourpeerstokickoffCFMA’s2014AnnualConference&ExhibitionwithourExhibitors!Thisisthenetworkingeventoftheyearforconstructionfinancialprofessionals.Catchupwitholdfriendsandmeetnewones,allwhileenjoyinganopenbar,horsd’oeuvres,andlocalentertainmentontheExhibitionfloor.

Sponsored by: and

SUNDAY, JUNE 87:30pm-9:00pmICCIFP 10th Anniversary CelebrationCelebrateICCIFP’s10thanniversaryontheone-of-a-kindOctaviusTerrace.Join us for an evening of fun on the open-air balcony overlooking the GardenoftheGodsPoolOasiswhileenjoyingcocktailsanddesserts.Catchup with old friends and share your stories with new friends.

MONDAY, JUNE 95:00pm-7:00pmNetworking Reception with ExhibitorsMeetwithExhibitorsandprofessionalstodiscoverthelatestproducts,services, and tools to help your company strengthen its bottom line. This is agreatopportunitytonetworkwiththeExhibitorsandyourfellowConfer-enceattendeesinasocialsetting.Don’tmissthefabulousprizedrawings!

TUESDAY, JUNE 107:00pm-10:00pmClosing Night Party – A Night in Havana (Una Noche en Havana)

As the sun sets on the iconic Las Vegas strip, things are heating up in the Havana Room and Beach Club. This chic South Beach-inspired nightclub, nestled within the recently renovated Tropicana Hotel, has a guest list so exclusivethatonlytheVIPguestsofCFMAareallowedbeyondthevelvetrope.Drenchedinchicwhite,thenightclubiselegantlyappointedwithamagnificentcrystalchandeliersuspendedoverthecirculardancefloorarea.Make your way poolside and enjoy an assortment of delectable delights prepared just for you by the talented Tropicana chefs. A montage of cabanas lines the palatial tropical poolside setting and provides the perfect spot to enjoy a cocktail under the Las Vegas stars. So whether youarelookingtodancethenightawaytothepopularsoundsofthe“AllRequestLiveVegasLimit”bandorjustrelaxandunwindpoolside…thereissomething for everyone at the Havana Room and Beach Club.

State issued ID required, must be 21 or older to attend.

Sponsored by: and

SPECIAL EVENTS

Full Conference Registration Full Early Bird Registration $1,195 $1,495*(payment received by 3/31/14)

Full Registration $1,295 $1,595* (payment received after 3/31/14)

Daily Conference Registration Saturday (6/7) $200 $240

Saturday(6/7)&Sunday(6/8) $300 $360

Sunday(6/8) $100 $120

Sunday(6/8)&Monday(6/9) $645 $775

Monday(6/9) $545 $655

Monday(6/9)&Tuesday(6/10) $1,090 $1,310

Tuesday(6/10) $545 $655

Tuesday(6/10)&Wednesday(6/11) $695 $835

Wednesday(6/11) $150 $180

REGISTRATION TYPE GUEST REGISTRATION OPTIONS only needed for your guest(s)

First-TimeAttendeeMixer $25WelcomeReceptionwithExhibitors $75Chairman’sLuncheon $45NetworkingReceptionwithExhibitors $75LuncheonwithExhibitors $45ClosingNightParty $150

Visit www.cfma.org/2014 to REGISTER ONLINE or to download a PDF of the registration form to mail to CFMA HQ, along with your payment.

Warrie Howell, Director, Meeting Services • [email protected]•(609)945-2409

Book your hotel reservation at Caesars Palace Las Vegas early and SAVE! A special discounted midweek room rate of $161/night is available if you make your reservation by April 1, 2014! Friday and Saturday rate

and the midweek rate is $191/night after April 1, 2014.

To make your reservation, call the Caesars Palace Las Vegas Call Center at (866) 227-5944 and mention Group Code: SCCFM4, Group Name: CFMA 2014 or visit www.cfma.org/hotel_travel for the direct link to CFMA’s personalized group reservation page.

If you plan to extend your stay in Las Vegas, make sure to book early – space is limited at our discounted rate!

Please note: If you make your reservation at Caesars Palace Las Vegas outside the CFMA room block you will be charged a $25/day Resort Fee.

ADDITIONAL ATTENDEE/GUEST OPTIONS not included in Full Conference Registration Fee or Daily Registration Fees

TheAmazingLasVegasChase* $30

GolfTournament $185GolfClubRental $55

ICCIFP10YearAnniversaryCelebration $100

REGISTRATION INFO

HOTEL INFO

GENERAL CONFERENCE INFO

MEMBER NON-MEMBER

3570 Las Vegas Boulevard South, Las Vegas, NV 89109 Phone: (866) 227-5944 www.caesarspalace.com

caesars palace las vegas


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 RegistryofCPESponsors.StateboardsofaccountancyhavefinalauthorityontheacceptanceofindividualcoursesforCPEcredit.ComplaintsregardingregisteredsponsorsmaybesubmittedtotheNationalRegistryofCPESponsorsthroughitswebsite: www.learningmarket.org. This conference was prepared in accordance with the Joint AICPA/NASBA Statement on Standards for Continuing Profes-sional Education (CPE) Programs e�ective as of July 1, 2012. The recommended CPE credits are in accordance with these standards; however, your individual state board is the �nal authority on the acceptance of programs for CPE credit.

AC ACCOUNTING BE BEHAVIORAL ETHICS BMO BUSINESS MEETING/ORG IT COMPUTER SCIENCE/ INFO TECHNOLOGY EC ECONOMICS FIN FINANCE HR PERSONNEL/HR SEB SOCIAL ENVIRONMENT OF BUSINESS SKA SPECIALIZED KNOWLEDGE & APPLICATIONS TX TAX

fields of study key

*Non-memberFullConferenceregistrantswillreceiveacomplimentaryCFMAmembershipthroughMarch31,2015.

*Onsiteregistrationfeeis$50.

brochure sponsored by:

www.cfma.org/2014

and the midweek rate is

To make your reservation, call the Caesars Palace Las Vegas Call Center at (866) 227-5944 and mention

c f m a ’ s 2 0 1 4 a n n u a l


3570 Las Vegas Boulevard South, Las Vegas, NV 89109 Phone: (866) 227-5944 www.caesarspalace.com

REGISTRATION TYPE

$___________

Full Conference RegistrationForeachregistrant,theFullConferencefeeincludes:Yourchoiceofmorethan50interactivesessions;seminarmaterials;continentalbreakfast, coffee,andrefreshmentbreaksthroughouttheConference;First-TimeAttendeeMixer(forfirst-timeattendeesonly)andWelcomeReceptionwithExhibitorsonSundayevening;CFMAChairman’sLuncheononMondayandNetworkingReceptionwithExhibitorsonMondayevening;LuncheonwithExhibitorsonTuesdayandClosingNightPartyonTuesdayevening.AdvanceConferenceregistrationisencouraged;however,onsiteregistrationisavailable. Payment is required at the time of registration – CFMA will not bill for registration fees.

Full Early Bird Registration $1,195 $1,495 $___________(payment received by 3/31/14)

Full Registration $1,295 $1,595 $___________ (payment received after 3/31/14)*Non-memberFullConferenceregistrantswillreceiveacomplimentaryCFMAmembershipthroughMarch31,2015.

Daily Conference RegistrationDailyregistrationisavailableSaturday,June7throughWednesday,June11,2014.Thisfeeincludesadmissiontogeneralandconcurrentsessions, mini-conferences,continentalbreakfasts,coffeeandrefreshmentbreaks,andlunch(exceptSundayandWednesday).AdvanceConferenceregistration is encouraged; however, onsite registration is available. Payment is required at the time of registration – CFMA will not bill for registration fees.

Saturday (6/7) $200 $240 $___________

Saturday (6/7) & Sunday (6/8) $300 $360 $___________

Sunday (6/8) $100 $120 $___________

Sunday (6/8) & Monday (6/9) $645 $775 $___________

Monday (6/9) $545 $655 $___________

Monday (6/9) & Tuesday (6/10) $1,090 $1,310 $___________

Tuesday (6/10) $545 $655 $___________

Tuesday (6/10) & Wednesday (6/11) $695 $835 $___________

Wednesday (6/11) $150 $180 $___________**Thisnon-memberfeedoesnotincludemembershipinCFMA.

Guest Registration OptionsFirst-TimeAttendeeMixer $25GuestQty._____ $___________

Welcome ReceptionwithExhibitors $75GuestQty._____ $___________

Chairman’sLuncheon $45GuestQty._____ $___________

NetworkingReceptionwithExhibitors $75GuestQty._____ $___________

LuncheonwithExhibitors $45GuestQty._____ $___________

ClosingNightParty $150GuestQty._____ $___________

Additional Attendee/Guest OptionsTheAmazingLasVegasChase $30Qty._____ $___________

ICCIFP10YearAnniversaryCelebration $100Qty._____ $___________

GolfTournament $185Qty._____ $___________

GolfClubRental $55Qty._____ $___________

Men’s Women’s Left-Handed Right-Handed Avg.Score/Handicap_____

PreferredFoursome:

1._____________________________2._____________________________3._____________________________4._____________________________

Payment Information: Please make checks payable to: CFMA / Credit Card: AMEX Visa MasterCard Discover

______________________________________________________________________________________________Name on Card (Please Print)

______________________________________________________________________________________________Address

______________________________________________________________________________________________City State Zip Code

______________________________________________________________________________________________Card Number Expiration Date

______________________________________________________________________________________________Signature

REGISTRATION FORM

MEMBER NON-MEMBER** total

total

total investment

MEMBER NON-MEMBER* total





c f m a ’ s 2 0 1 4 a n n u a l


___________________________________________________________________First Name Last Name

___________________________________________________________________ Name on Badge

____________________________________________________________________Company Name First-Time Attendee? r Yes r No

____________________________________________________________________

Title

____________________________________________________________________Address

____________________________________________________________________City State Zip Code

___________________________________________________________________Phone Fax

___________________________________________________________________E-Mail

___________________________________________________________________Guest First Name Guest Last Name

session selection(required)Pleasepre-registerforthesessionsyouplanon attendingsowecanensureadequateroomsize and seating.

SATURDAY, JUNE 78:00am-2:00pm Chapter Summit XII (CS) q

8:00am-5:00pm MINI-CONFERENCESRisk Management (MC1) qIRMI CRIS Course: Contractual Risk Transfer for Contractors (MC2) qCash Management & Advanced Cash Forecasting (MC3) q

SUNDAY, JUNE 87:30am-12:00pm MINI-CONFERENCESWomeninConstruction:PavingtheRoadtoSuccess(MC4)qPre-Qualification-AnIntegratedRiskManagementStrategy(MC5)qCCIFPOverviewSeminar(Part1)(MC6)q

12:00pm-2:00pm CONSTRUCTIONTECHNOLOGYFORUM(Pleaseonlyselectone)CEMBusinessSolutions(CTF1)qCMiC (CTF2) qCOINS(CTF3)qDexter+Chaney(CTF4)qExplorerSoftware(CTF5)qSage (CTF6) qViewpoint (CTF7) qWennSoft (CTF8) qComputer Guidance Corporation (CTF9) q

MONDAY, JUNE 97:00am-8:00am DAWNPEERGROUPSBenchmarking Behind the Scenes: WhyYouWanttoKnowHowYouCompare(DPG1)qHeavy Highway Contractors Risk Management: WhatKeepsYouUpAtNight(DPG2)qSub-Specialty:Hot&EmergingTopicsforSubcontractors(DPG3)qGettingtheMostVALUEOutofYourCFMAMembership(DPG4)q

8:15am-10:00am WELCOME&GENERALSESSION LeaveYourMark (GS1) q

10:15am-11:30amCONCURRENTSESSIONS Accounting q Benefitsq Heavy q Risk q Technology q (A1) (B1) (H1) (R1) (T1)

1:30pm-2:45pmCONCURRENTSESSIONS Accounting q Benefitsq Specialty q Leadership q Technology q (A2) (B2) (S1) (L1) (T2)

1:30pm-5:00pm MINI-CONFERENCE EmergencyManagementPlanning: PracticalBusinessContinuityStrategies&Solutions (MC7) q

3:00pm-4:15pm CONCURRENTSESSIONS Accounting q Specialty q Leadership q Risk q Technology q (A3) (S2) (L2) (R2) (T3)

TUESDAY, JUNE 107:00am-9:05am DAWNPEERGROUPSLarge-FirmCFORoundtableDiscussions(DPG5)qMedium-FirmCFORoundtableDiscussions(DPG6)qSmall-FirmCFORoundtableDiscussions(DPG7)q

9:30am-10:45am CONCURRENTSESSIONS Accounting q Benefitsq Heavy q Leadership q Risk q (A4) (B3) (H2) (L3) (R3)

11:00am-12:30pmGENERALSESSION LevelHeaded:OneoftheGreatestTurnaroundStoriesinthe21stCentury (GS2) q

2:15pm-3:55pm CONCURRENTSESSIONS Accounting q Benefitsq Leadership q Risk q Technology q (A5) (B4) (L4) (R4) (T4)

4:10pm-5:25pm CONCURRENTSESSIONS Accounting q Heavy q Leadership q Risk q Technology q (A2R) (H3) (L5) (R5) (T1R)

WEDNESDAY, JUNE 117:00am-8:30am GENERALSESSION Back to the Future (GS3) q

8:45am-10:00am CONCURRENTSESSIONS Accounting q Benefitsq Specialty q Leadership q Technology q (A6) (B5) (S3) (L6) (T5)

10:15am-11:45am GENERALSESSION It’sApp-tastic:60Appsin60Minutes (GS4) q

ONLINE: www.cfma.org/2014 FAX: 609.452.0474

MAIL: MeetingServicesDept.,CFMA•100VillageBlvd.,Ste.200,Princeton,NJ08540

Conference Registration Cancellation Policy: Registration cancellations must be received by CFMA inwritingnolaterthan5:00pmETonFriday,May9,[email protected]. Substitutions are permissible. Cancellations received prior to May 9th are eligible for a full refund. Cancellations received May 10-31, 2014 are eligible for a 50% refund. Cancellations received on or after June 1, 2014, including no-shows, are not eligible for refund.

Golf Tournament & Amazing Chase Cancellation Policy: Golf tournament cancellations must bereceivedbyCFMAinwritingnolaterthan5:00pmETonFriday,May9,2014andsentto [email protected]. Golf cancellations received after that time will be refunded only if another playerfillsthespace.Refundswillbeissuedaftertheannualmeeting;allrefundsaresubjecttoa5%processingfee.AmazingChaseregistrationsareNON-REFUNDABLE.Substitutionsarepermissible.

AreyouaCPA? qYes qNoIf“yes,”areyoulicensedin(checkallthatapply):qNew Jersey qNewYork qTexas qOther:____________________

How did you hear about the Conference?Ifyouselect“other,”pleasespecify.qBrochure qCFMAUpdate qChapter Meeting qColleague qE-MailqFacebook qLinkedIn qTwitter qCFMA Website qOther:___________________________________________________________

ByattendingCFMA’s2014AnnualConference&Exhibition,youauthorizeCFMAtocopyright, use, and publish your photo in print and electronically for purposes of public-ity, advertising, and print/web content.

CFMAisgoingmobile!Our“AnnualConference&ExhibitionGuide”willnowbeaccessible via our new mobile conference app. If you would prefer to receive a hard copy of the “AnnualConference&ExhibitionGuide,”select“HardCopy”below.(Defaultforthosewhodonotindicateapreferencewillreceivethe“AnnualConference&ExhibitionGuide”viathe mobile app.)qMobile App qHard Copy

DoyouauthorizeCFMAtopublishyourcontactinformation(name,company,address,and phone number) on the registration list to all Conference attendees? qYes qNo

Beintheknow!Select“yes”toshareyoure-mailaddresswithExhibitorstoreceive product updates and information about special events during the Conference. qYes qNo

Doyouhaveanyfoodallergiesordietaryrestrictions/specialdietaryneeds?qYes qNo If“yes,”pleasespecify:_____________________________________________

THREE EASY WAYS TO REGISTER

33CPE CREDITS

EARN UP TO

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n & earn ♠ learn & earn ♠ learn & earn ♠

learn & earn ♠ learn & earn

♠

34CPE CREDITS

EARN UP TO

S conference exhibition - Amazon S3 · 2014-11-12 · I look forward to you joining me in Las Vegas...

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