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Ritz carlton, lake tahoe

September 29th - October 1st

THE FUTURE OF CONSTRUCTION

Education. Motivation. Development.

The construction industry is ever evolving, and sometimes keeping up can be overwhelming! Join construction professionals and thought leaders from across the region as they discuss the latest trends and hot issues impacting the industry and affecting your company directly.

nationally recognized KEYNOTE SPEAKERS

Reach peak performance as you progress towards the future with sessions from established and respected industry experts.

MEET OUR SPEAKERS

conference agenda

Conference activities will take place on Saturday September 28 and the morning of Sunday September 29. Arrive early to ELEVATE your conference experience!

Salon I
Salon II / III
Pinyon / Ponderosa
Foxtail / Lodgepole
  • 11:00am - 5:00pm
    William Johnson
    Speaker
  • 1:00pm - 1:30pm
    William Johnson
    Speaker
  • 1:30pm - 3:30pm
    William Johnson
    Speaker
  • 3:30pm - 3:45pm
    William Johnson
    Speaker
  • 3:50pm - 4:40pm

    Session details coming soon.

    Concurrent session

    William Johnson
    Speaker
  • 3:50pm - 4:40pm
    Clint Herndon - Slippery Schemes (Fraud) in the Construction Industry

    The construction industry offers so many opportunities for financial success... but also so many opportunities for fraud. The schemes are varied, but can generally be grouped into contractor billing schemes, sub-contractor billing schemes, shell company contract fraud, and internal employee/partner misappropriation. Come hear Clint break down some of the basics of the fraud schemes and how to protect yourself against them.

    Concurrent session

    William Johnson
    Speaker
  • 4:50pm - 6:30pm
    William Johnson
    Speaker
Salon I
Salon II / III
Pinyon / Ponderosa
Foxtail / Lodgepole
  • 7:00am - 8:00am
    William Johnson
    Speaker
  • 7:40am - 7:50am
    William Johnson
    Speaker
  • 8:00am - 8:50am
    Craig Boyce - Succession Planning

    The truth about most traditional succession models used in the construction industry. How to avoid costly inefficient mechanisms which take too much time to implement or which may not provide the desired results. Join us for a practical look at models that have been successful for construction contractors.

    Concurrent session

    William Johnson
    Speaker
  • 8:00am - 8:50am
    Lisa Bracero - Workers’ Compensation – a view of this bumpy road and whether a Captive program may be the right solution for you

    This presentation will evaluate the current Workers’ Compensation landscape based upon historical industry performance, governmental impact and political influence compared to current trends.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am
    Smith Miller - Section 179 R&D Credits

    Our objective is to provide our audience with knowledge of how the R&D Tax Credit works, what types of industries qualify for the credits, the process involved in capturing the credits and most of all the benefits our clients receive.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am
    Michael Reese - Cybersecurity

    We will be discussing "hacking in the news", ways that you are exposed and how to protect yourself. Current threats that are being publicized today, password protection and tools. Security framework and IoT in today's business.

    Concurrent session

    William Johnson
    Speaker
  • 9:50am - 10:00am
    Tom River
    Speaker
  • 10:00am - 10:10am
    Principle Partners - ViewPoint and BKD
    Tom River
    Speaker
  • 10:15am - 11:15am
    Keynote Speaker: Anirban Basu

    Economics Keynote - To All the Economists I've Loved Before

    Tom River
    Speaker
  • 11:25am - 12:15pm
    Eric Taylor - Avoiding Harassment Lawsuits : Stories from the Front Line

    Eric will provide you with understanding on how to navigate California anti-harassment laws through stories from the front lines. He firmly believes owners are in control if they are proactive. He wants to remind employers that they direct their companies and should manage problem employees before they become a legal problem. You can train performance, but not personality.

    Concurrent session

    William Johnson
    Speaker
  • 11:25am - 12:15pm
    Rod Barbour - The Role of the Construction Industry CFO

    This informative and entertaining presentation will explore how the industry's best CFO's are transcending the accounting function to help build the value and future of their companies.

    Concurrent session

    William Johnson
    Speaker
  • 12:20pm - 1:20pm
    Tom River
    Speaker
  • 1:30pm - 2:20pm

    Everything you wanted to know but were afraid to ask about the Federal False Claims Act

    Concurrent session

    Tom River
    Speaker
  • 1:30pm - 2:20pm
    Anna Ferraro - Understanding the application of sales and use tax for California and Nevada.

    We will discuss the requirements for collecting or self-reporting tax on sales and purchases, common exemptions and how to document, and areas to be aware of for sales/use tax purposes.

    Concurrent session

    Tom River
    Speaker
  • 2:30pm - 3:20pm

    As a new year begins, what tax strategies should construction companies be considering to strengthen their position? In addition to an overall update on where we are with tax reform, this session will cover strategies on deferring tax liabilities, taking advantage of lower tax rates, and how to prepare your construction company for an economic downturn.

    Concurrent session

    Tom River
    Speaker
  • 2:30pm - 3:20pm
    Chemene Phillips - Creating a Revenue Generation Model From the Office to the Field

    Effective branding & marketing is no longer something companies in the AEC industry can just talk about implementing, it has become a strategic investment that has a substantial impact on the company bottom line.

    Concurrent session

    Tom River
    Speaker
  • 3:20pm - 3:35pm
    Tom River
    Speaker
  • 3:45 pm - 4:45 pm

    Mark III is working on a new way to build. Using prefabrication and kitting reduces the number of hours spent installing in the field. Faster install time, increased standardization, and decreased costs lead to happier customers and a better bottom line.

    William Johnson
    Speaker
  • 4:45pm - 6:30pm
    William Johnson
    Speaker
Salon I
Salon II / III
Pinyon / Ponderosa
Foxtail / Lodgepole
  • 7:00am - 7:50am
    William Johnson
    Speaker
  • 8:00am - 8:50am
    Warren Hennagin - Understand IRC Section 199A Deduction for Contractors

    Help construction contractors understand the pitfalls and benefits of the new IRC Section 199A deduction. Does it apply to every pass-through business? What are specific rules and regulations as it relates to this new deduction.

    Concurrent session

    William Johnson
    Speaker
  • 8:00am - 8:50am
    Noli Snobar - Revenue Recognition

    The presentation will provide the audience with condensed information about ASC Topic 606 (Revenue from Contracts with Customers) and how it is already impacting the construction industry.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am
    Jason Reid - Understanding Bond Underwriting

    Ever wondered what Surety Companies do with your Financial Statements? This is your Opportunity to learn the Mythology of Surety Underwriting.

    Concurrent session

    William Johnson
    Speaker
  • 9:00am - 9:50am

    A tax-planner’s perspective on how recently changed tax accounting methods present new opportunities and complexities while new GAAP accounting for revenue and leasing simultaneously emerge.

    Concurrent session

    William Johnson
    Speaker
  • 9:50am - 10:05am
    William Johnson
    Speaker
  • 10:15am - 12:15pm
    Keynote Speaker - Eric Anderton

    Leadership Keynote - The Construction Leaders Dashboard: A Powerful Tool to Help You Maximize Your Leadership Impact

    Tom River
    Speaker
  • 12:15pm - 12:30pm
    William Johnson
    Speaker
  • 12:30pm
    Lunch On-The-Go
    William Johnson
    Speaker

*Agenda subject to change based on Speaker Availability.

cpe credits

Receive up to 13 CPE credits for attending the sessions!

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses forCPE credit. Complaints regarding registered sponsors may be submitted to theNational Registry of CPE Sponsors through its website: www.learningmarket.org.

Sponsorship opportunities

We are currently looking for sponsors for the 2019 Regional Conference. If you would like to sponsor this important and exciting event,  please visit our sponsorship page for details or contact Mary Grandy at 916.576.1514.

BECOME A SPONSOR