Registration form | CCC926

Early bird fee: register by Sept. 12❏ KyCPA and/or CFMA member: $300 ❏ Nonmember: $325

Regular fee: after Sept. 12❏ KyCPA and/or CFMA member: $325 ❏ Nonmember: $350

Name__________________________________Firm/Company_______________________________________

Address ________________________________City/State/Zip _______________________________________

Phone______________________Fax __________________Email_____________________________________Dietary or other: If you have specific dietary (vegetarian, etc.) or other needs, please contact KyCPA.

Cancellation policy: Cancellations or transfers made one to six business days before the event will pay a $35 administrative fee. Cancellations on the date of the event and no shows forfeit the entire registration fee.Lodging: Rooms are being held at the Horseshoe Southern Indiana; Elizabeth In. Registrants must indicate their attendance at the CFMA/KyCPA conference (group code S09CFMA) to receive the special room rate of $89. To make reservations, call the hotel at 866.766.2671. Please make your reservations by Sept.11 (sleeping room cancellation fees and policies are subject to hotel rules and may differ from conference registration cancellations).Manuals: This conference provides electronic manuals only. You will receive the manual prior to the conference by email.

❏ KyCPA Member ❏ Non-CPA Staff ❏ Other State Society ❏ CFMA Member ❏ Nonmember

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Total Amount $___________ ___ Company ___ Personal___ Enclosed is a check payable to KyCPA___ Please charge MC/Visa/AMEX _________________________________Exp. Date________

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Please return to: KyCPA, 1735 Alliant Avenue, Louisville, KY 40299-6326 Phone: 502.266.5272 / 800.292.1754 (in KY) FAX: 502.261.9512Register online at kycpa.org.

The CerThe Certified Constrtified Construction Iuction Industrndustry Fy Financial Pinancial Prrofession (CCIFP) test will be administerofession (CCIFP) test will be administered on ed on WWednesdayednesday, S, Sept. 25 at Hept. 25 at Horseshoe Casinoorseshoe Casino. Contact Laura N. Contact Laura Neewwcomb at 609.945.2400 for morcomb at 609.945.2400 for more e information or to rinformation or to register for the exam. wwwegister for the exam. www.iccifp.iccifp.org.org

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Kentuckiana chapterTri-State Indiana chapter Bluegrass chapterCentral Indiana chapter

$1,000 cash card giveaway courtesy of Bale Equipment Solutions and CASE Equipment will be given away at the end of the conference.

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Ohio Valley construction conferenceSept. 26 - 27 16 CPE hoursHorseshoe Southern Indiana, Showroom

ProgramThursday, Sept. 267:30 – 8:00 Registration

8:00 – 8:10 Welcome and announcements

8:10 – 9:50 Increasing challenges to the surety market – panel discussionThis top panel of surety experts will cover the changing landscape in the surety marketing including key legislative issues, how contractor failures are impacting the market, personal surety at a glance, and compliance with statutory bonding requirements, and other topics.Gary Dunbar, Great American Insurance, Cincinnati, Ohio Larry LeClaire, NASBP, Washington, D.C.Todd Loehnert, Pinnacle Surety of Kentucky, Louisville Dave Walla, Aetna/Travelers Bond, Cincinnati, Ohio

9:50 – 10:10 Networking break

10:10 – 11:00 From chase to execution: the study of two Ohio River bridgesYou will gain an insider’s understanding of what it took to chase, bid and execute on these mega projects, an explanation of the differences in the procurement of the two bridges as well as public private partnerships and their place in the Ohio River bridge projects. This session will cover accounting issues for large joint venture jobs and tax implications of cross-state projects.Tim Gerken, The Walsh Group, Chicago, Ill.

11:00 – 11:50 Public/private partnerships: beyond the bridges – more facts you should you know about P3sThis session will focus on both the policy and practical aspects of P3 projects in the region and will address both challenges to the successful execution of P3 projects as well as innovative breakthroughs in the structuring of these projects.Buck Hinkle, Stites & Harbison, Lexington

11:50 – 12:35 Lunch – Jack Binion’s Steakhouse

to contractors doing business in Kentucky and Indiana and addressing matters such as correctly reporting Kentucky use tax exemptions, special consideration when contractors sell or transfer assets and claiming special refund incentives, among other topics.Ricky Haven, Kentucky Dept. of Revenue, Frankfort Shane Corbin, Indiana Dept. of Revenue, Indianapolis, Ind.

9:20 – 9:40 Networking break

9:40 – 11:20 Using technology to improve results This three-part session will: a) provide an overview of key technologies and emerging trends, b) include a panel of users who will discuss the practical aspects of deploying technology for improved decision making and effectiveness, and c) conclude with an enhanced Q&A session with the panelists and technology presenter. Moderator: Jason Miller, Dean Dorton Sue Regan, Viewpoint Software, Portland, Ore. Dennis Smith, CPC, Pinnacle, Inc., Benton Christopher Bane, CPA, CCIFP, Mac Construction, New Albany, Ind.Luke Hankins, Gray Construction, Lexington

11:20 – 11:35 Networking break

11:35 – 12:25 Going up for the rebound: economic updateThis presentation will focus on the economy’s recent expansion and its sustainability. Special attention will be given to the performance of the global economy, the local and US economies, financial markets, labor markets, real estate and other salient aspects of the economic environment. Anirban Basu, Sage Policy Group, Baltimore Md.

12:25 – 1:10 Lunch – Jack Binion’s Steakhouse

1:10 – 2:00 Emerging financial reporting issuesThis session will cover the latest information on the new revenue recognition standard, the new lease exposure draft, AICPA framework for small-and medium-sized entities, Private Company Council exposure draft activity and a roundup of other relevant matters Jerry Henderson, CPA, CCIFP, BKD, Louisville

Ricky Haven has been employed by the Kentucky Department of Revenue for 31 years, the last 10 as director of the division of sales and use tax. Jerry Henderson is a firm-wide leader involved in BKD’s national construction & real estate group. Henderson provides technical input on matters unique to the construction and real estate industry.Buck Hinkle’s practice is concentrated exclusively on the construction industry and business litigation. He currently chairs Stites & Harbison’s construction service group and is a member of the business litigation service group. Larry LeClaire, director of government affairs for National Association of Surety Bond Producers, (NASBP) Washington, DC, has advocated policy interests on behalf of trade and professional associations. Todd Loehnert is managing director at Pinnacle Surety of Kentucky and has more than 25 years of experience in the industry. Loehnert is a past-president of NASBP. Jason Miller has more than 15 years of experience providing technology and business consulting services to small and mid-sized clients. Miller focuses primarily in the health care, equine, legal services, and coal industries. Jeff Nuttall is the CFO for Abel Construction Company and Bale Equipment Solutions. His professional accounting experience spans both the tax and auditing departments in public accounting to controllership and ultimately to his current CFO role.Danny Parrish is president of Parrish Consulting Group and a partner with Leveraged Resources, LLC. They are both consulting firms that work with leaders and managers in construction firms.Sue Regan is a senior sales representative with Viewpoint Construction Software. She has more than 20 years experience in the software industry, 10 of those with construction management software firms. John Rittichier, CPA, is a vice president in the tax department at Harding, Shymanski & Company, P.S.C. He has been with the firm since 1998 and serves as co-leader of the firm’s manufacturing team.Greg Schoppman is a principal with FMI management consultants and investment bankers for the construction industry. Schoppman specializes in the areas of productivity and project management. C. Michael Shull, III, Frost Brown Todd LLC, focuses his practice on construction law and litigation. He has experience with claims involving delay costs, differing site conditions, defective plans and specifications, change order disputes and more.Dennis Smith is president of Pinnacle, Inc. a general contractor serving in western Kentucky and surrounding areas. He is the current chairman of the Associated General Contractors-Self Insurers’ Fund (AGC-SIF) board of directors.Mike Vogel is a vice president in the tax department at Harding, Shymanski & Company, P.S.C. He has been with the firm since 1998 where he concentrates in the federal, state and multi-state taxation. Dave Walla, is an account executive officer with Aetna/Travelers Bond of Cincinnati. He is a member of the CFMA Cincinnati chapter.

12:35 – 2:15 Improving project performanceContrary to popular belief, productivity is not a field problem, but an important management and leadership issue. Whether it is your people, your systems or a combination that needs improvement, the change has to come from the top. In this session you will learn what’s changing in the industry and understand how these changes impact productivity. We will define productivity and identify the controllable variables that impact productivity. Greg Schoppman, FMI, Raleigh, NC

2:15 – 2:35 Networking break

2:35 – 4:15 CFO and financial executive panel This all-star panel will address important issues that all financial executives need to be aware of to ensure they are providing the insights necessary for their executive leadership team to be successful. Moderator: Jeff Nuttall, CPA, Abel Construction, Louisville Tim Gerken, The Walsh Group, Chicago, Ill. CFMA Chairman, Pat Cebelak, CPA, CCIFP, Lansing, Mich. Danny Parrish, Parrish Consulting Group, Suwanee, Ga.

4:15 – 4:30 Networking break

4:30 – 5:30 Killer contract clauses: navigating the biggest risks to your companyMargins are already thin enough without surprises eliminating your profit altogether. This session will cover contract provisions which shift risks between owners, contractors and subcontractors. Scope surprises, payment terms, hidden site condition, termination clauses, and other key issues will be discussed. C. Michael Shull, III, Frost Brown Todd, Louisville D. Scott Gurney, Frost Brown Todd, Cincinnati, Ohio

5:30 – 5:35 Concluding remarks

5:35– 6:30 Networking reception (Showroom)

Friday, Sept. 277:30 – 8:00 Registration/continental breakfast

8:00 – 8:05 Welcome and opening remarks

8:05 – 9:20 Contractor activity in Kentucky and Indiana: basic information you need to know about sales and use tax This session will cover sales and use tax issues of particular interest

2:00 – 2:50 Hot tax topics affecting contractorsAn update on federal and state tax law changes that are impacting contractors. Topics include various planning and compliance changes that could significantly impact your bottom line. Mike Vogel, CPA, Harding Shymanski & Co., Louisville John Rittichier, CPA, Harding Shymanski & Co., Louisville

2:50 – 3:10 Networking break

3:10 – 4:25 Navigating the rough waters of health care reformEven though a one-year deferral has been granted, now is not the time to turn attention away from this important new law. The new insurance rating rules are having an impact on your organization with fees, penalties and taxes. This session will give you a competitive advantage in managing ACA compliance and help you learn how to control your cost trend so that you can remain competitive. Dan Grelicki, Old National Insurance, Indianapolis, Ind.

4:25 – 4:30 Concluding remarks

Speakers and panelistsAnirban Basu is the chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm in Baltimore. Basu is one of the Mid-Atlantic region’s most recognizable economists and is CFMA’s economic advisor.Christopher Bane is the CFO for Mac Construction and Excavating Inc. His professional accounting experience spans from the tax and auditing departments in public accounting, to controllership and ultimately to his current CFO role.Patrick A. Cebelak joined Rehmann in July 2013. He serves as a principal in the accounting, consulting and tax practice. Cebelak also serves as national chairman of the Construction Financial Management Association (CFMA).Shane Corbin is the deputy director of tax policy at the Indiana Department of Revenue. He has been with the department since 2008. Gary Dunbar is divisional president of the bond division of the Great American Insurance Company. He joined Great American in 1989 and became president of the bond division in 1993. Timothy Gerken is the chief financial officer at The Walsh Group. Gerken is responsible for the guidance and oversight of all financial operations for the company, including its regional officesDan Grelecki is the director of health care reform at Old National Insurance. He assists companies in developing strategies around regulatory changes due to health care reform. Scott Gurney is a member with Frost Brown Todd and has advised and represented contractors and other participants in the construction process on risk management, contract negotiation and dispute resolution for 25 years.