Deloitte’s 2016 Engineering and Construction … 2016 Engineering and Construction Conference Bridging Innovation in the Industry 2 Dear Colleagues, On behalf of Deloitte, we welcome

Deloitte’s 2016 Engineering and Construction Conference Bridging Innovation in the IndustryJune 15–17, 2016 The Westin Austin Downtown

Deloitte’s 2016 Engineering and Construction Conference is an invitation-only event that brings together engineering and construction executives as well as our Deloitte subject matter specialists from all over the world. During this conference, you will hear luminaries discuss trends, hot topics, and innovative ideas for the engineering and construction industry.

Agenda

2016 Engineering and Construction Conference

Wednesday, June 15, 2016 Location

3:00 p.m. - 5:00 p.m. Registration Hotel Lobby

6:00 p.m. - 8:00 p.m. Opening Reception Rooftop Bar

Thursday, June 16, 2016

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

8:00 a.m. - 9:30 a.m. General Session - Innovation Through Design and Construction in Austin Continental Ballroom

9:30 a.m. - 9:45 a.m. Break

9:45 a.m. - 10:45 a.m. Breakout Sessions

Predictive Project Analytics for Projects: The Next Generation Is Here Continental Ballroom

Should You Form a Captive Insurance Company? Paramount I&II

Public-Private Partnerships: Evolution and Maturity Paramount III

Are You Prepared for a Cyber Attack? Gallery

10:45 a.m. - 11:00 a.m. Break

11:00 a.m.- 12:15 p.m. Breakout Sessions

What’s Your Next Move? Identifying Markets for Geographic Expansion Paramount III

Federal Tax Credits and Incentives That Make an Impact Gallery

Making Joint Ventures Work for You Paramount I&II

Working Smarter: Using Technology to Gain Project Efficiencies Continental Ballroom

12:15 p.m. - 12:30 p.m. Break

12:30 p.m. - 2:00 p.m. LunchContinental Ballroom

General Session - Economic & Tax Perspectives

2:00 p.m. - 2:15 p.m. Break

2:15 p.m. - 3:45 p.m. General Session - International Panel Continental Ballroom

Thursday, June 16, 2016

3:45 p.m. - 4:00 p.m. Break

4:00 p.m. - 5:30 p.m. Breakout Sessions

Are You Prepared for FASB’s New Revenue Recognition Standard? Continental Ballroom

Smart Cities: Opportunities for E&C Companies Gallery

Going Global: Structuring Cross-Border Operations Paramount III

Increasing the Adoption of Disruptive Technologies to Improve E&C Business Performance

Paramount I&II

6:45 p.m.-9:00 p.m. Austin Dine-AroundVarious locations. You will receive the location where you are having dinner on Thursday morning.

Friday, June 17, 2016

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

8:30 a.m. - 10:00 a.m. Breakout Sessions

Federal Government Contracting Hot Topics Gallery

Technology Solutions for E&C Growth Paramount I&II

Capturing Federal & State Tax Efficiencies Paramount III

E&C Outlook for Oil and Gas: Is 2016 the Year for Recovery? Continental Ballroom

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

10:15 a.m. - 11:45 a.m. General Session - M&A Trends and Drivers Continental Ballroom

12:00 p.m. Networking/Heavy Appetizers Stella Bar

Bridging Innovation in the Industry

1 2016 Engineering and Construction Conference Bridging Innovation in the Industry 2

Dear Colleagues,

On behalf of Deloitte, we welcome you to our third annual Engineering and Construction (E&C) Conference: Bridging Innovation in the Industry. We have created a program that includes new and exciting topics as well as recurring topics that are valuable and important each year. Our conference promises to bring you insights on industry trends, issues, and leading practices applicable to E&C companies as well as provide unique opportunities to network with your industry peers.

During the conference, you will hear our presenters speak on a broad range of topics relevant to the industry. We want these sessions to be interactive as well as insightful and we value your input, so please take advantage of the Q&A time during each session. In addition to our great conference agenda, we have organized activities for you to network with participants and speakers and enjoy the fine food and culture of Austin.

We would like to thank each of you for making time out of your busy schedules to join us this year. We would also like to thank the members of our steering committee. Your insight and direction throughout the entire planning of this conference will undoubtedly make it one of our best yet!

• Brian Albanese, Lithko Contracting, Inc.• Bona Allen, Kajima Building & Design Group, Inc.• Emily Gepner, AECOM• Greg Nook, JE Dunn Construction• James Crenshaw, KBR, Inc.• Karen O. Gould, Turner Construction Company

Deloitte is dedicated to positively impacting the E&C industry by focusing on you, the leaders of this space. Thank you again for your time. We look forward to a highly engaging and impactful conference!

Sincerely,

Rob Massey Todd BauerPartner PartnerDeloitte Tax LLP Deloitte & Touche LLP

Welcome

Share your thoughts and perspectives during this year's conference using the hashtag #ECC16.

Download our conference app for session details and your customized agenda.

Access thought leadership and presentation slides on our conference website at www.deloitte.com/us/ecc16.

Kathleen FarlowCentral Texas Managing PartnerDeloitte Tax [email protected]+1 512 226 5237

Kathleen is Deloitte’s managing partner for Central Texas. She leads more than 500 client service professionals serving public and private clients across a variety of industries. She has served several of Deloitte’s multinational Fortune 500 clients for more than 30 years, advising them on tax issues. A CPA, Kathleen is Deloitte’s lead relationship partner for The University of Texas, has long been a member of The UT Accounting Department Advisory Council, and is the chair of the McCombs School of Business Dean’s Advisory Council. An active member of the community, Kathleen serves on the boards of United Way for Greater Austin and Ballet Austin. She received a B.B.A. in accounting from Texas A&M University and a master of professional accounting in taxation from The University of Texas at Austin.

Emily KirklandSenior AssociateEnnead Architects

Emily is a senior associate at Ennead Architects. She has worked with major universities across the United States to develop innovative teaching, research, and collaborative environments. Emily is active in Ennead’s research and outreach arm, Enneadlab, where she is involved in sustainable design initiatives and is managing a campus master plan and design project for Heroic Food, a nonprofit farm training program for military veterans in upstate New York. She has past experience in construction management, as well as in institutional and residential architecture. When not at work, she prefers to be quilting, doing yard work, or playing ice hockey. Emily received a bachelor of architecture from Rice University.

Peter Mullan Chief Executive Officer Waller Creek Conservancy

Peter is the chief executive officer of the Waller Creek Conservancy, the not-for-profit organization responsible for the restoration and redevelopment of Waller Creek in downtown Austin, Texas. In a unique public-private partnership with the City of Austin, the Waller Creek Conservancy is revitalizing Waller Creek into 28 acres of parks and public open space, and a connected network of trails from the University of Texas campus to Lady Bird Lake. The Waller Creek project will create a vital green artery that renews the natural environment, fosters the creative arts, stimulates the economy, and nourishes authentic and uplifting experiences for Austin’s diverse communities. Prior to joining the Waller Creek Conservancy in 2015, Peter was the executive vice president of Friends of the High Line (FHL), where he had served since 2004. FHL is the not-for-profit organization responsible for envisioning, creating, and maintaining the High Line, in partnership with the City of New York, and for engaging the local community through education and programming. As FHL’s vice president for planning and design from 2004-2013, Peter was responsible for all aspects of the physical development of the High Line, including planning, design, construction, and collaboration with the City of New York. Peter is a graduate of Princeton University and the Yale School of Architecture, where he was the recipient of the Alpha Rho Chi medal for Leadership.

General Session

Innovation Through Design and Construction in Austin

Austin, Texas, is booming. Look around the city and you’ll see dozens of major construction projects in various stages of completion, reflecting Austin’s transformation from a southwestern business capital into a national business center. As one of seven finalists in the Smart City Challenge, Austin hopes to become the first U.S. metropolitan area to fully integrate innovative technologies into its municipal infrastructure. In this opening panel, representatives from education, healthcare, and a public-private partnership will discuss how innovation has informed the design and construction of their Austin projects. We will also hear from one of the major medical projects in the area and the contractor who is involved in the construction.

Bridging Innovation in the Industry 43 2016 Engineering and Construction Conference


General Session

Innovation Through Design and Construction in Austin (cont.)

Austin, Texas, is booming. Look around the city and you’ll see dozens of major construction projects in various stages of completion, reflecting Austin’s transformation from a southwestern business capital into a national business center. As one of seven finalists in the Smart City Challenge, Austin hopes to become the first U.S. metropolitan area to fully integrate innovative technologies into its municipal infrastructure. In this opening panel, representatives from education, healthcare, and a public-private partnership will discuss how innovation has informed the design and construction of their Austin projects. We will also hear from one of the major medical projects in the area and the contractor who is involved in the construction.

Greg NookExecutive Vice President and Chief Marketing OfficerJE Dunn Construction

Greg joined JE Dunn Construction in 2004 after 28 years in the architectural profession. As executive vice president and chief marketing officer, he coordinates strategic growth initiatives, marketing, business development, and communication with JE Dunn staff throughout 20 offices nationwide. Greg is active in the Urban Land Institute, Association for Corporate Growth Kansas City Chapter (as a founding member and past Board member), Construction Industry Round Table, the University of Kansas Architectural Advisory Board, the Missouri Partnership Board, and is a member of the Hawthorn Foundation. Greg has previously served on the Juvenile Diabetes Research Foundation Board, The Urban Core Group, The Downtown Council of Kansas City, the Kansas City Area Development Council Executive Board, the Platte County Economic Development Council, the Iowa State University Architecture Advisory Council, and he was the previous Board Chairman of the Missouri Partnership. Greg is a registered architect in multiple states and is NCARB Certified. Greg has a B.A. in architecture from Iowa State University, a master of architecture from the University of Minnesota, and is a graduate of the Stanford University Graduate School of Business Executive Program.

Christann M. VasquezPresidentDell Seton Medical Center at The University of Texas, University Medical Center Brackenridge, and Seton Shoal Creek Hospital

Christann M. Vasquez, MHA, was named in August 2014 to be the first president of Seton Medical Center at The University of Texas, the new Austin teaching hospital scheduled to open in 2017, and the new president of University Medical Center Brackenridge. She was named president of Seton Shoal Creek Hospital in 2015. Christann is responsible for opening the new academic medical center and is a member of a team of Seton executives and UMC Brackenridge medical staff collaborating with the medical school and its medical staff to recruit faculty for the school and strengthen academic and clinical programs. She served as executive vice president and chief operating officer since 2009 of University Health System, a partner of The University of Texas Health Science Center at San Antonio. Christainn’s responsibilities included overall operational and financial accountability for University Hospital, Texas Diabetes Institute, Community Medicine Associates, 16 ambulatory sites and clinics, six ExpressMed sites, and all facilities and support services. Christann holds a master’s degree in hospital administration from the University of Houston, Clear Lake and a bachelor of science in applied behavioral sciences from George Williams College in Illinois.

Breakout Session

Predictive Project Analytics for Projects: The Next Generation Is Here

Predictive Project Analytics (PPA) is a suite of ready-to-deploy analytics that provides access to quantitative data proven to identify performance shortfalls, decrease likelihood of cost and schedule overruns, and improve chances for project success. You will learn how E&C companies can use PPA to guide team selection, monitor key risks throughout the project lifecycle, proactively identify areas requiring intervention, and monitor the confidence of broad and diverse stakeholder groups. This session will present the latest developments in PPA and demonstrate how E&C organizations can enhance performance and get ahead of risk in environments where unexpected events and complexities routinely challenge project execution success.

Michael HostettlerManaging DirectorDeloitte Transactions and Business Analytics [email protected] +1 714 436 7768

Michael is a leader in Deloitte’s Capital Projects Consulting group. He has more than 35 years of experience in the construction, engineering, real estate, and capital improvement segments across a range of industries: public works, commercial, and industrial development, energy, high-tech, and heavy industrial manufacturing. In the E&C sector, Michael has held a variety of positions, including estimator, field engineer, superintendent, legal counsel, and consultant on economic damage, delay analysis, operational valuation and assessment, dispute resolution, and process improvement. He received a B.S. in construction from Purdue University and a J.D. from Case Western Reserve University School of Law.

Gabriel RodriguezPartner, Enterprise Risk ServicesDeloitte [email protected]+1 416 601 6301

Gabriel leads Deloitte’s Canadian Project Governance, Risk, Analytics, and Delivery solutions for clients across several industries, and also leads Enterprise Risk Services service integration with Chile. His responsibilities also include global leadership of the firm’s PPA solutions, risk services from Canada to the Americas. In addition, he serves on Deloitte’s Global Executive Committee for Infrastructure & Capital Projects (I&CP). Gabriel received a B.B.A. in business and science from Pontificia Universidad Javeriana and a master’s degree in finance, economics, and capital markets from Universidad Escuela de Administración and Finanzas y Tecnologías.

Avi SchwartzPartnerDeloitte Transactions and Business Analytics [email protected]+1 212 653 7172

Avi has over 20 years’ experience working in the construction industry and advising owners of major capital construction projects. He routinely conducts management and financial controls assessments of significant capital projects with a goal of improving performance and mitigating strategic and operational risks. While his clients have included a range of Fortune 500 companies, Avi maintains a special focus on large-scale public sector construction and infrastructure projects, integrating leading practices from public, private, and global entities so that public sector projects can be built better. He received a B.S. in mechanical engineering from Binghamton University and an M.B.A. in operations management from Baruch College, City University of New York.


Breakout Session

Should You Form a Captive Insurance Company?

Owner-controlled insurance programs (OCIPs) and contractor-controlled insurance programs (CCIPs) are important tools for managing property and casualty insurance and surety bond expenses. Increasingly, E&C firms are using captive insurance companies as platforms for operating these programs and achieving other risk-management objectives. This session will review various structures for OCIPs and CCIPs, and discuss regulatory and tax developments, including recent changes to Internal Revenue Code Section 831(b).

Daniel LeffSpecialist LeaderDeloitte Consulting [email protected] +1 212 618 4512

Dan performs insurance due diligence in merger and acquisition engagements for strategic buyers and private equity clients across multiple industries, including E&C. He has more than 25 years of actuarial experience, which includes analysis of loss reserves for all major personal and commercial lines of business for insurance/reinsurance companies, captives, state workers compensation funds, and public and private sector self-insurance programs. Dan has also provided independent actuarial consulting services and support for different types of engagements, such as predictive underwriting models, pricing, state insurance department financial exams, statistical and statutory data reporting, litigation support, and Sarbanes-Oxley. A graduate of the University of Pennsylvania, Dan received a B.A. in biology and a B.S. in economics with a concentration in finance.

Jim MannelloPartner, TaxDeloitte Tax [email protected]+1 203 708 4275

Jim leads Deloitte’s Health Insurance Tax practice and heads Deloitte’s Captive Insurance Tax practice. He has more than 34 years of experience working with insurance companies. Jim started his career at Arthur Andersen, where he led the insurance tax group, and later led the Captive Insurance practice and the Northeast Region Insurance Tax Group at KPMG before joining Deloitte Tax LLP. Jim is a CPA and a member of the Connecticut Bar. He is active in various industry and professional organizations, and is a frequent speaker at tax conferences including the IASA, Executive Enterprises, TEI, and VCIA.


Breakout Session

Public-Private Partnerships: Evolution and Maturity

Public-private partnerships (P3s or PPPs) are contractual arrangements between state or local governments and private businesses to facilitate the design, build, financing, operation, and maintenance of large-scale transportation and social infrastructure projects. Over the last decade, public-private partnerships in the U.S. have come of age. We now see examples of success, failure, and a bit of consolidation. This session combines an overview of current developments in the P3 marketplace as well as perspectives on accounting and tax strategies associated with these projects. The panel will discuss the various PPP project types (i.e., toll/traffic risk, “availability style,” etc.) and discuss key accounting and tax considerations throughout the PPP lifecycle, including pre-bid financial modeling, legal entity structure, and post-close audit and tax compliance considerations.

Micah BibleSenior Manager, M&A Transaction ServicesDeloitte & Touche [email protected]+1 404 631 3340

Micah has 11 years of public accounting experience and advises both financial and strategic buyers. Micah draws on buy-side M&A experience from numerous transactions, varying in size and nature from single-asset acquisitions of $50 million to public company mergers of over $10 billion. He has extensive experience with transactions in a variety of industries, including infrastructure, energy/oil and gas, aerospace and defense, and technology. Micah also assists global E&C clients with pre-bid accounting due diligence on public-private partnerships. He earned a B.S. in accounting and political science from the University of Tennessee-Knoxville.

Lucian SpatoliatorePartner, M&A Transaction ServicesDeloitte Tax [email protected] +1 212 436 4383

Lucian has more than 22 years of experience with Deloitte, including 19 years as a dedicated M&A specialist. He leads Deloitte’s Northeast Region Infrastructure Tax practice and serves national and international clients on a wide array of transactions. He also works on domestic and cross-border transactions and acquisition financings. In addition, Lucian advises clients on the tax aspects of the formation and operation of private equity funds, and the tax consequences to typical private equity investors, including tax-exempt and foreign investors. He is admitted to the bar in New Jersey, New York, and Washington D.C., and is a licensed CPA in Maryland and New York. He holds a B.S. in accounting from Villanova University, a J.D. from Saint John’s University School of Law, and an L.L.M. in taxation from New York University School of Law.

Todd WilsonManaging Director, M&A Transaction Services Deloitte & Touche [email protected] +1 312 486 3892

Todd is an accounting managing director in Deloitte’s M&A Transaction Services practice. He has more than 29 years of experience with the firm, including more than 16 years as a dedicated M&A specialist. Todd has extensive transaction experience in advising financial and strategic buyers on due diligence, accounting structuring, and financial reporting aspects of transactions in the infrastructure, construction, and energy industries. He also has worked on wide array of deals for both strategic and private equity clients.


Jim Ziglar, Jr. Senior ManagerDeloitte Transactions and Business Analytics [email protected] 882 8661

Jim is a senior manager and leads Deloitte Transactions and Business Analytics LLP’s Infrastructure Advisory and Project Finance efforts, where he focuses on advising federal, state and local government, and private sector entities on the structuring, execution, and operation of major infrastructure transactions, including PPP’s, project financings, and project finance loans. He has particular experience in the transportation, energy, and social infrastructure (government facilities) sectors. Jim has 22 years of experience in U.S. municipal finance, project finance, strategic consulting, and marketing and CRM consulting. He received his B.A. from Yale University in Economics, and his M.B.A. from the Wharton School of the University of Pennsylvania in Finance and Strategic Management. Jim is a Series 24 Registered Securities Principal, and Series 7, 63, and 79 Registered Representative with FINRA.

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Breakout Session

Public-Private Partnerships: Evolution and Maturity (cont.)

Public-private partnerships (P3s or PPPs) are contractual arrangements between state or local governments and private businesses to facilitate the design, build, financing, operation, and maintenance of large-scale transportation and social infrastructure projects. Over the last decade, public-private partnerships in the U.S. have come of age. We now see examples of success, failure, and a bit of consolidation. This session combines an overview of current developments in the P3 marketplace as well as perspectives on accounting and tax strategies associated with these projects. The panel will discuss the various PPP project types (i.e., toll/traffic risk, “availability style,” etc.) and discuss key accounting and tax considerations throughout the PPP lifecycle, including pre-bid financial modeling, legal entity structure, and post-close audit and tax compliance considerations.

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Mike WyattManaging Director, Deloitte AdvisoryDeloitte & Touche [email protected]+1 512 226 4171

Mike is a managing director in Deloitte’s Cyber Risk Services practice, where he is responsible for identity management solutions and cybersecurity program delivery to clients in the public and private sectors. Mike has more than 25 years’ experience dealing with cybersecurity and privacy issues, including incident response and post-breach remediation, enterprise risk program assessment and program development, and policy development and adoption. In addition, Mike is a fellow with the University of Texas Center for Identity. He received a B.B.A. in sales and marketing from the University of Texas at Arlington and an M.B.A. in information systems from St. Edward's University.


Breakout Session

Are You Prepared for a Cyber Attack?

Cybersecurity has quickly become a top concern for all businesses. With just a few keyboard clicks, cybercriminals around the world can penetrate corporate IT systems and pilfer money, customer information, employee identities, and more. Is your E&C firm prepared to withstand such an attack? And if you do fall victim to infiltration by malware, ransomware, and other pernicious code, can your business recover? In this session, one of Deloitte’s top cybersecurity consultants will provide an update on the latest methods that cybercriminals are using and discuss how you can mitigate these risks.

Breakout Session

What’s Your Next Move? Identifying Markets for Geographic Expansion

Sooner or later, E&C firms look to expand beyond their home base. Some follow customers into new geographic markets, others go it alone. These and other strategies for growth can backfire if firms don’t develop and follow a strategic playbook for geographic expansion that addresses key questions, including: Do our target markets have sufficient size, growth, and profitability to allow us to meet our financial objectives? Does the intensity of competition allow us to meet our market position and share objectives? How should we organize and staff the new market to balance the need for local market experience and relationships with the need for company-level oversight and alignment? This interactive session will review factors that E&C firms should consider when developing plans for geographic expansion and present examples of strategies that work.


Yakir SiegalPrincipal, Monitor DeloitteDeloitte Consulting [email protected] +1 617 437 3300

As a principal, Yakir has advised clients in a variety of industries, including construction, energy, manufacturing, consumer products, and technology. His projects have included corporate and business unit strategy, commercial capability building, marketing and organic growth strategy, stakeholder management, new business development, leadership development, and organizational design. Yakir rejoined Deloitte in 2011 after spending two and a half years as the executive vice president for strategic planning and a member of the Executive Committee at Suffolk Construction, where he helped lead the company’s transformation from a regional to a national player. He drove the organization’s alignment with market sectors, designed and embedded management tools for an expanded set of business unit leaders, and helped drive the adoption of new process and technology tools into the organization. He also led the integration of three acquisitions. Yakir holds A.B., A.M., and Ph.D. degrees in physics from Harvard University. Monitor Deloitte is Deloitte Consulting’s strategy practice.

John WescottSenior Manager, Strategy & OperationsDeloitte Consulting [email protected]+1 206 473 2190

John has 17 years’ experience in the real estate and construction sector. As a consultant, he focuses his efforts on helping clients grow top line revenue and improve bottom line performance. John has worked with some of the largest E&C companies in the world in developing and executing corporate growth initiatives. His areas of focus include growth strategy, geographic expansion, sales and marketing effectiveness, organizational effectiveness, process and controls, cost optimization, and risk management. John holds a B.A. in supply chain management from Michigan State University and an M.B.A. in finance and accounting from Regis University.


Breakout Session

Federal Tax Credits and Incentives That Make an Impact

The federal tax code offers a number of tax credits and incentives that E&C firms can use to reduce ETR, provide cash benefits, and support growth. This interactive session will present an overview of significant federal credits and incentives, including tax equity investment, new markets tax credits, research and development tax credits, and Section 199 deductions. The session will provide insight on the trends Deloitte experts see within various market segments, the IRS exam environment, and will include testimonial and perspective from fellow conference attendees.


Raaj KumarPartner, Tax Deloitte Tax [email protected]+1 415 783 4681

As a tax partner in Deloitte’s Research & Development and Government Incentives (RDG&I) national practice, Raaj has more than 13 years of public accounting tax experience and maintains a full-time focus on IRC Section 199, Domestic Production Activities Deduction. This includes leading projects in the technology, construction, and diverse manufacturing industries. He is a CPA, licensed in California, and member of the AICPA. Raaj holds a B.A. in economics from the University of California, Berkeley, and an M.S. in taxation from California State University, Hayward.

Jarick PoulsonSenior Manager, TaxDeloitte Tax [email protected]+1 702 893 4261

Jarick is a senior manager in the National Federal Tax Solutions of Deloitte Tax LLP and is part of the Research and Development and Government Incentives group. He has 13 years of professional experience in public accounting, including federal income tax areas such as research and experimentation and IRS examination defense. Since 2004, Jarick has primarily advised clients in tax credit structuring and syndication for the New Markets Tax Credit Program. His clients include large financial institutions, tax-exempt organizations, manufacturers, retailers, municipalities, and real-estate developers. A graduate of Brigham Young University, Jarick has a B.S. in accounting and an M.S. in accounting with an emphasis in taxation.

Laura RayPartner, NFTS Research & Development & Government IncentivesDeloitte Tax [email protected] +1 312 486 1807

Laura is part of Deloitte’s National Research & Development and Government Incentives (RDGI) Tax Services group, which includes more than 160 professionals dedicated to R&D incentive work. She has more than 14 years’ experience performing R&D tax credit studies, and serves as the RDGI national service line industry leader for E&C. She has managed and led all aspects of credit claims, including conducting interviews, reviewing IRC 41 qualification memorandums, developing comprehensive cost collection strategies, responding to IRS audit exam issues, and negotiating settlements at appeals. A graduate of the University of Missouri-Columbia, Laura received a B.S. in accounting and a master’s degree in accounting. In addition, she is a member of the University of Missouri-Columbia’s Accountancy Advisory Board.


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Todd BauerPartner, AuditDeloitte & Touche [email protected]+1 213 688 5185

Todd is the national co-leader of Deloitte’s E&C Practice, Los Angeles real estate leader, and West Coast Real Estate co-leader. With more than 20 years of public accounting experience, he has served clients in various segments of the construction and real estate industries, including general contracting, construction management, self-performed construction, demolition and abatement. Todd has managed audits of SEC registrants and privately owned entities as well as buy-side and sell-side due diligence in mergers, acquisitions, and financing transactions, including IPOs and purchase-price disputes. He is a licensed CPA in New Jersey and New York (California pending). His memberships include the Urban Land Institute and NAREIT®, the National Association of Real Estate Investment Trusts®. He has a B.A. in accounting from Franklin & Marshall College.

Rob MasseyPartner, TaxDeloitte Tax [email protected]+1 415 783 6386

Rob is the national co-leader of Deloitte’s E&C practice. He has more than 18 years’ experience in tax consulting and concentrates on tax provisions, consolidated tax returns, corporate reorganizations, tax incentives, and accounting methods of large public multinational companies. Rob has spent his entire career working with large engineering, architecture, and construction firms; as a result, his tax technical background is focused on a wide range of industry-related projects, including design and build infrastructure contracts for federal, state, and international agencies; operation and maintenance contracts of government facilities; design, build, and operation of chemical weapon decommissioning sites; demolition contracts; remediation of contaminated land; and public-private partnerships. He has a bachelor's degree in accounting from the University of San Diego and a master’s degree in taxation from San Diego State University.

Breakout Session

Making Joint Ventures Work for You

Joint ventures (JVs) can help E&C firms win bigger and more lucrative projects. This session will explore leading practices, pitfalls, and other lessons learned when E&C companies bid and perform jobs through JVs. Subjects include tax and accounting considerations, logistical challenges, and risk mitigation. The presentation will also explore the dynamics of the relationship between JV participants throughout the project life cycle.


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Clif MathewsSenior Manager, Deloitte Advisory Deloitte & Touche [email protected] +1 212 653 5554

Clif has 14 years of experience in public accounting providing assistance to SEC registrants in the understanding and application of US GAAP and SEC rules and regulations. A CPA, Clif is licensed in New York and Texas. His experience includes the operationalizing of accounting guidance, carve-out financial statements, purchase accounting and other acquisition reporting, SEC reporting including Regulation S-X Rules 3-05, 3-09, 3-10, and 3-14, IPOs, discontinued operations reporting, and pro forma financial statements. Clif has worked with a number of E&C clients. He has a B.B.A. in accounting from Louisiana College.

Mike WhalenManaging DirectorDeloitte Transactions and Business Analytics [email protected]+1 214 804 1461

Mike has more than 28 years of mega-capital program experience on major international and domestic engineering and construction projects. His responsibilities have included planning, engineering, procurement, fabrication, project controls, construction management, program management, and despite resolution. Mike has led engagement teams on hundreds of projects around the world for some of the largest project owners and engineering, procurement, and construction organizations, and has worked in China as a US expatriate construction partner. His functional experience spans oil and gas, construction utilities, infrastructure, and transportation. Mike has a B.S. in civil engineering from the University of New Mexico.

Allison WelchProject ManagerFluor

Allison has 16 years of experience working at Fluor, which is one of the world’s largest publicly traded engineering, procurement, construction (EPC), maintenance, and project management companies. Her experience is primarily in the execution of projects ranging from small revamps to mega projects in the energy and chemical industry, both internationally and domestically. She has worked varying project phases from the initial conceptual design through the construction phase. She joined Fluor in 2000, straight out of college, working as a process engineer and now is a project manager. Allison has a bachelor’s degree in chemical engineering from the University of Houston.


Breakout Session

Making Joint Ventures Work for You (cont.)

Joint ventures (JVs) can help E&C firms win bigger and more lucrative projects. This session will explore leading practices, pitfalls, and other lessons learned when E&C companies bid and perform jobs through JVs. Subjects include tax and accounting considerations, logistical challenges, and risk mitigation. The presentation will also explore the dynamics of the relationship between JV participants throughout the project life cycle.



Mark BlumkinManaging Director, Capital Projects Consulting PracticeDeloitte Transactions and Business Analytics [email protected]+1 212 436 2359

Mark has over 30 years’ experience in design, construction, and management of major capital projects and programs. Mark’s experience includes strategy and operations and process improvement services for engineering and construction companies as well as construction cost assessments, project management oversight, and litigation support for major public and private sector construction projects. Mark is a frequent speaker and trainer on construction fraud prevention and detection, construction auditing, and contracting strategy and project delivery. He holds a B.S. in civil engineering from Union College.

Matthew T. MurchSenior Manager, Capital Projects, PMP Deloitte Transactions and Business Analytics [email protected] +1 312 486 2311

Matt is a senior manager for the Capital Projects practice of Deloitte Transactions and Business Analytics LLP. He has over 13 years of experience providing capital projects advisory services working in a variety of industries including public infrastructure, power and utilities, oil and gas, manufacturing, real estate, and entertainment. His previous work has been focused on construction project management, cost and schedule reviews, risk assessments, project management procedures and controls assessments, organizational assessments, change order analyses, contract reviews, damages analyses, and numerous other issues. Matt has a B.S. and M.S. in industrial and operations engineering from the University of Michigan.

Breakout Session

Working Smarter: Using Technology to Gain Project Efficiencies

The mantra “work smarter, not harder” can apply to E&C companies that explore and adopt new technologies. What may seem futuristic today – such as drones, wearable devices, and 5D technology that connect humans to computers using sensors, touch screens, and virtual reality gloves – will one day become common workplace resources. How can E&C companies use these and other emerging technologies to increase productivity, boost margins, and reduce costs?

This session will cover a variety of tools that E&C companies can use as well as data management and integration with enterprise resource management, dashboard technology, mobility, and more. The session will discuss how project management systems and dashboards may be utilized to analyze the plethora of available data to enhance performance and improve decision-making capabilities. Lastly, potential challenges and solutions will be highlighted with respect to the sharing of information between E&C firms and owners that may be utilizing different project management systems.


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Greg NookExecutive Vice President and Chief Marketing OfficerJE Dunn Construction Greg joined JE Dunn Construction in 2004 after 28 years in the architectural profession. As executive vice president and chief marketing officer, he coordinates strategic growth initiatives, marketing, business development, and communication with JE Dunn staff throughout 20 offices nationwide. Greg is active in the Urban Land Institute, Association for Corporate Growth Kansas City Chapter (as a founding member and past Board member), Construction Industry Round Table, the University of Kansas Architectural Advisory Board, the Missouri Partnership Board, and is a member of the Hawthorn Foundation. Greg has previously served on the Juvenile Diabetes Research Foundation Board, The Urban Core Group, The Downtown Council of Kansas City, the Kansas City Area Development Council Executive Board, the Platte County Economic Development Council, the Iowa State University Architecture Advisory Council, and he was the previous Board Chairman of the Missouri Partnership. Greg is a registered architect in multiple states and is NCARB Certified. Greg has a B.A. in architecture from Iowa State University, a master of architecture from the University of Minnesota, and is a graduate of the Stanford University Graduate School of Business Executive Program.

Tom PendergastManaging DirectorDeloitte Consulting [email protected]+1 617 437 3406

A leader in Deloitte Consulting LLP’s Oracle Technology practice, Tom has more than 25 years’ experience in E&C, real estate, and facilities management. He has deep information systems experience in Oracle JD Edwards, Oracle EBS, and Primavera, and extensive integration experience with project management, estimating, forecasting, scheduling software, and Internet of Things (IoT) systems. Tom has delivered a number of global technology projects and has a strong background in business process redesign, software selection and implementation, business case development, and project management. Prior to joining Deloitte in 2000, Tom worked in industry with Fluor Daniel GTI and The IT Corporation. He is an active member of PMI, CFMA and CSI. He received a B.S. degree from the University of Rhode Island and an M.B.A. from the University of Massachusetts Dartmouth.


Breakout Session

Working Smarter: Using Technology to Gain Project Efficiencies (cont.)

The mantra “work smarter, not harder” can apply to E&C companies that explore and adopt new technologies. What may seem futuristic today – such as drones, wearable devices, and 5D technology that connect humans to computers using sensors, touch screens, and virtual reality gloves – will one day become common workplace resources. How can E&C companies use these and other emerging technologies to increase productivity, boost margins, and reduce costs?

This session will cover a variety of tools that E&C companies can use as well as data management and integration with enterprise resource management, dashboard technology, mobility, and more. The session will discuss how project management systems and dashboards may be utilized to analyze the plethora of available data to enhance performance and improve decision-making capabilities. Lastly, potential challenges and solutions will be highlighted with respect to the sharing of information between E&C firms and owners that may be utilizing different project management systems.


General Session

Economic & Tax Perspectives

Dr. Patricia Buckley, the U.S. managing director for economics at Deloitte; the Honorable Thomas M. Davis III, Former Member of Congress (VA), Former Chair of the House Committee on Oversight & Government Reform; managing director, Deloitte LLP; and Jonathan Traub, Managing Principal of Deloitte’s Tax Policy Group, will share their perspectives about the current economic, political, and tax environment for this year and beyond on the E&C industry.

Patricia will analyze recent and emerging trends and geopolitical developments in the U.S. and global economies and discuss what they might portend for business opportunities and growth. Tom will discuss the current political landscape as well as the upcoming presidential election and implications for industry. Jon will examine the status of tax legislation at the midpoint of 2016, assess some of the major barriers to additional progress on tax reform, and discuss the tax plans of whoever is still standing in the race for the White House.

Dr. Patricia BuckleyU.S. Managing Director for EconomicsDeloitte Services [email protected]+ 1 571 814 6508

Patricia has extensive experience as a chief economic adviser to top leaders in business and government. Her responsibilities include advising Deloitte’s leadership team on changing domestic and international economic conditions, and contributing to the framing and development of the firm’s strategic messaging. Prior to joining Deloitte, Patricia was the senior economic adviser in the U.S. Department of Commerce’s Office of Policy and Strategic Planning, where she served as senior policy adviser to four Secretaries of Commerce. She holds a B.S. in economics from Clemson University and a Ph.D. in economics from Georgetown University.

Honorable Thomas M. Davis IIIFormer Member of Congress (VA)Former Chair of the House Committee on Oversight & Government ReformManaging Director, Deloitte [email protected]+1 202 734 3230

The Honorable Thomas (Tom) M. Davis serves as a managing director of Federal Government Affairs for Deloitte. He is a former seven-term member of the U.S. House of Representatives, where he represented the 11th Congressional District of Virginia. Widely recognized as a skilled legislator, Tom served as chairman of the House Government Reform and Oversight Committee, where he presided over congressional hearings on steroid use in baseball in 2005 and authored more than 100 bills that became law. He has twice won National Journal’s Political Genius Award and frequently appears as a guest on television news programs. Tom received a bachelor’s degree in political science from Amherst College and a law degree from the University of Virginia.

Jonathan TraubManaging PrincipalDeloitte’s Tax Policy GroupDeloitte Tax [email protected]+1 202 220 2055

Jon joined the Washington National Tax practice of Deloitte Tax LLP in June 2012 as managing principal of its Tax Policy Group. With extensive experience in the legislative arena, Jon is able to provide clients with critical insights on developments in tax policy and politics, helping them anticipate legislation and the potential impacts on their businesses. Before coming to Deloitte, Jon served as staff director for the Committee on Ways and Means of the U.S. House of Representatives, where he was responsible for developing legislative policies and strategy on issues in the Committee’s jurisdiction, including taxes, healthcare, and trade. He received his B.A. from Haverford College and J.D. from the University of Virginia.



Wei ChenChina Desk Leader/Partner International Center of Excellence Deloitte Tax LLP [email protected] +1 212 436 3682

Wei has more than 18 years of public accounting experience in the U.S. and in China. Currently, she heads Deloitte’s China Desk practice in New York. Wei has in-depth knowledge of IFRS, U.S. GAAP, China GAAP, U.S. and China tax systems, and international tax systems and treaties. Wei has helped companies develop global tax plans and design tax-efficient corporate structures and business models. She has extensive experience in advising cross-border investment, mergers and acquisitions, tax controversy, and foreign exchange control. Wei has been actively involved in IPO advisory services for companies listed on stock markets in China, Hong Kong, and the United States.

Jeffrey PlourdeClient Service Audit PartnerDeloitte & Touche [email protected]+1 213 688 5400

Jeff has over 26 years of industry and public accounting experience in various industries with a specialty in E&C and oil field services companies. Jeff has spent the major part of his career at Deloitte specializing in clients in the E&C industry with a portfolio of audit clients that are exclusively fully integrated EPC E&C companies. He has significant experience with fully integrated global EPC/EPIC contractors who focus on the energy spectrum of power and upstream /downstream oil and gas projects as well as industrial, civil, electrical, infrastructure, and other nonresidential construction. Jeff serves on Deloitte’s internal E&C Industry Group and is consulted on accounting and auditing issues for the firm’s engineering and construction clients.


General Session

International Panel

Opportunities for international growth have never been higher for E&C firms. In this session, a panel of Deloitte professionals from Canada, China, Japan, South America, LATCO, and the U.K. will address local trends and opportunities for E&C companies, including M&A and partnering arrangements. Panelists will cover regulatory, tax, and other potential issues arising from entry into new markets, and share their firsthand experiences working with U.S. firms abroad.



Gaston QuignonPartner, Tax and Legal in LATCODeloitte & Co. [email protected] +54 114 320 2700 Ext 3010

Gastón is an Argentinean Tax Partner based in Buenos Aires. Gastón is a member of the International Tax Service Line and has regional responsibilities. He assists multinational clients on cross border issues in Argentina and across the region. Gastón has developed extensive experience in international and Argentina tax planning, transfer pricing, cross-border transactions, structuring merger, acquisitions, and indirect taxation. Gastón has more than 20 years of experience in the international tax field. He has worked with clients in many industries including technology, pharmaceuticals, E&C, consumer business, manufacturing sectors, and life science.

Mark StephensonPartner, TaxDeloitte [email protected]+44 161 455 8290

Mark is an international tax partner from the UK with extensive experience advising multinational E&C business in the UK, Europe, and beyond. He has been with Deloitte for 23 years, serving many multinational clients. His experience includes international restructuring work, intangibles planning and transfer pricing work, as well as corporate M&A. Mark is also the UK and Swiss firm’s manufacturing industry leader.

Bessy TriantafyllosPartner, TaxDeloitte [email protected]+1 416 874 4425

With over 13 years’ experience, Bessy has led a number of tax engagements for some of the Canadian practice’s most significant engineering clients. She has advised on a variety of Canadian and international taxation issues, including acquisition/divestiture strategies, cross-border expansion, alternative financing arrangements, and executive compensation. Bessy has a bachelor’s of business administration from York University in Toronto as well as a master’s degree in taxation from the University of Waterloo.

Breakout Session


General Session

International Panel (cont.)

Opportunities for international growth have never been higher for E&C firms. In this session, a panel of Deloitte professionals from Canada, China, Japan, South America, LATCO, and the U.K. will address local trends and opportunities for E&C companies, including M&A and partnering arrangements. Panelists will cover regulatory, tax, and other potential issues arising from entry into new markets, and share their firsthand experiences working with U.S. firms abroad.



Jim BrantManaging Director, AuditDeloitte & Touche [email protected] +1 513 784 7348

Jim has more than 22 years of experience advising and serving a variety of clients in the real estate, construction, hospitality, and manufacturing industries. He also serves venture-backed clients within the emerging growth market and private-equity-owned businesses with a variety of complex capital and ownership structures. In addition, Jim serves as the firm’s Deputy Real Estate Industry Professional Practice Director over E&C. His focus in this national role includes identification and enhancements to the services Deloitte delivers to existing and prospective clients, and determination of how future changes in the regulatory and business environment will impact the real estate and construction industry. Jim earned a B.S. in accounting from the University of Kentucky.


Rob is the National co-leader of Deloitte’s E&C practice. He has more than 18 years’ experience in tax consulting and concentrates on tax provisions, consolidated tax returns, corporate reorganizations, tax incentives, and accounting methods of large public multinational companies. Rob has spent his entire career working with large engineering, architecture, and construction firms; as a result, his tax technical background is focused on a wide range of industry-related projects, including design and build infrastructure contracts for federal, state, and international agencies; operation and maintenance contracts of government facilities; design, build, and operation of chemical weapon decommissioning sites; demolition contracts; remediation of contaminated land; and public-private partnerships. He has a bachelor's degree in accounting from the University of San Diego and a master’s degree in taxation from San Diego State University.

Breakout Session

Are You Prepared for FASB’s New Revenue Recognition Standard?

With the new revenue recognition standard taking effect for public companies with annual reporting periods beginning after December 15, 2017, and privately held firms a year later, all E&C companies need to start preparing for the transition now. This session will enable companies to better understand the state of the standard, review recent interpretations, apply tax implications, and address ERP implementation challenges. The effort of implementation should not be underestimated and involves key stakeholders throughout the organization including accounting, finance, treasury, tax, IT, and operations.

From a technology perspective, the session will address the following questions: Does your accounting software have the new functionality to accommodate the new revenue recognition standards? What is your strategy for upgrading and/or installing the changes and converting and testing the contracts prior to the deadlines? How do you train your accounting team to understand the definition of a performance obligation and set up these performance obligations using the new software functionality? If your accounting software provider is not considering changes, what are your alternatives?



Clif MathewsSenior Manager, Deloitte Advisory Deloitte & Touche [email protected]+1 212 653 5554

Clif has 14 years of experience in public accounting providing assistance to SEC registrants in the understanding and application of US GAAP and SEC rules and regulations. A CPA, Clif is licensed in New York and Texas. His experience includes the operationalizing of accounting guidance, carve-out financial statements, purchase accounting and other acquisition reporting, SEC reporting including Regulation S-X Rules 3-05, 3-09, 3-10, and 3-14, IPOs, discontinued operations reporting, and pro forma financial statements. Clif has worked with a number of E&C clients. He has a B.B.A. in accounting from Louisiana College.

Tom PendergastManaging DirectorDeloitte Consulting [email protected] +1 617 437 3406

A leader in Deloitte Consulting LLP’s Oracle Technology practice, Tom has more than 25 years’ experience in E&C, real estate, and facilities management. He has deep information systems experience in Oracle JD Edwards, Oracle EBS, and Primavera, and extensive integration experience with project management, estimating, forecasting, scheduling software, and IoT systems. Tom has delivered a number of global technology projects and has a strong background in business process redesign, software selection and implementation, business case development, and project management. Prior to joining Deloitte in 2000, Tom worked in industry with Fluor Daniel GTI and The IT Corporation. He is an active member of PMI, CFMA and CSI. He received a B.S. degree from the University of Rhode Island and an M.B.A. from the University of Massachusetts Dartmouth.

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Breakout Session

Are You Prepared for FASB’s New Revenue Recognition Standard? (cont.)

With the new revenue recognition standard taking effect for public companies with annual reporting periods beginning after December 15, 2017, and privately held firms a year later, all E&C companies need to start preparing for the transition now. This session will enable companies to better understand the state of the standard, review recent interpretations, apply tax implications, and address ERP implementation challenges. The effort of implementation should not be underestimated and involves key stakeholders throughout the organization including accounting, finance, treasury, tax, IT, and operations.

From a technology perspective, the session will address the following questions: Does your accounting software have the new functionality to accommodate the new revenue recognition standards? What is your strategy for upgrading and/or installing the changes and converting and testing the contracts prior to the deadlines? How do you train your accounting team to understand the definition of a performance obligation and set up these performance obligations using the new software functionality? If your accounting software provider is not considering changes, what are your alternatives?

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Jim O'Gara Managing Director, Deloitte AdvisoryDeloitte Transactions and Business Analytics [email protected] +1 571 858 1921

Jim is a managing director with Deloitte Advisory in the civilian sector focused on emerging markets, based in Washington, DC. He has over 30 years of experience working on the design, construction, operation, and management of large-scale capital programs on behalf of public and private sector clients worldwide. He currently leads Deloitte’s work with the U.S. State Department’s Bureau of Energy and Resources (ENR). His experience includes designing, developing, and managing integrated regional and municipal development projects, cities, industrial estates, free zones, technology parks, free ports, and tourism areas that aim at removing administrative barriers, attracting foreign direct investment, facilitating trade, and expanding business activities. Jim has successfully implemented large-scale projects in over 25 countries in the past decade with assignments ranging from feasibility studies, to legislative reforms, master planning, management and implementation support, capacity building, developing institutional arrangements, and strategic planning. Jim earned his M.B.A. from the University of Limerick and his B.S. in Civil Engineering from the National University of Ireland in Galway.

Breakout Session

Smart Cities: Opportunities for E&C Companies

In 2015, Washington announced plans to invest more than $160 million in community-led efforts to improve local infrastructure and government services through research and adoption of new technologies. Known as the Smart Cities Initiative, this program offers opportunities for E&C firms to participate in projects that could lead to new revenue streams. This session will address such questions as: What is the overarching technology that will essentially become the nerve center for smart cities? What is the practical outcome? Where will the money go first? What is the low-hanging fruit for E&C firms? And what gaps will yield business opportunities?


Avi SchwartzPartnerDeloitte Transactions and Business Analytics [email protected]+1 212 653 7172

Avi has over 20 years’ experience working in the construction industry and advising owners of major capital construction projects. He routinely conducts management and financial controls assessments of significant capital projects with a goal of improving performance and mitigating strategic and operational risks. While his clients have included a range of Fortune 500 companies, Avi maintains a special focus on large-scale public sector construction and infrastructure projects, integrating leading practices from public, private, and global entities so that public sector projects can be built better. He received a B.S. in mechanical engineering from Binghamton University and an M.B.A. in operations management from Baruch College, City University of New York.

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Patrick LeeTax PartnerDeloitte Tax LLP [email protected]+1 612 397 4001

Patrick is a partner in the Minneapolis office of Deloitte Tax LLP, specializing in international tax matters. He has approximately 30 years of experience working with multinational clients in a variety of industries. Patrick’s primary areas of focus are global tax optimization; international mergers, acquisitions, and reorganizations; foreign tax credit planning, and general application of US corporate and international taxation. Patrick is an adjunct professor in the University of Minnesota’s Masters of Business Taxation program. He has a Master’s of business taxation from the University of Minnesota as well as a B.B.A. in accounting and management information systems from the University of Wisconsin – Eau Claire.

Sajeev SidherManaging Director, TaxDeloitte Tax [email protected]+1 408 704 4075

Sajeev leads Deloitte’s transfer pricing practice in Salt Lake City and manages the Silicon Valley transfer pricing practice. He has extensive experience consulting with clients on global transfer pricing planning and compliance. He has also worked with clients on their transfer pricing needs related to mergers and acquisitions, supply chain restructuring, and intangible property migration. In addition, Sajeev has assisted multinational engineering, construction, and drilling services companies with various transfer pricing planning and compliance services. He received his bachelor’s degree from San Francisco State University, has a J.D. from Albany Law School of Union University, and earned an LL.M. in taxation from Georgetown University Law Center.



Breakout Session

Breakout Session

Going Global: Structuring Cross-Border Operations

International growth presents many challenges to E&C companies, whose leaders must address a variety of issues when doing business abroad, including the complexities of providing services and people across borders, selecting efficient tax structures, and dealing with unfamiliar business cultures and regulatory regimes. This session, led by Deloitte professionals with extensive experience in global markets, tax, and transfer pricing, will take some of the mystery out of international business by discussing alternative structures for efficient global operations, highlighting pitfalls to avoid and sharing leading practices.



David BrownSpecialist Leader Technology, Strategy & Architecture PracticeDeloitte Consulting [email protected]+1 617 513 7101

With more than 25 years of IT experience, Dave has been involved in all phases of technology planning, development, and integration, from strategy through implementation across a number of industries. His experience includes IT strategic/tactical planning, project/program development and management, applications selection, development and management, governance, and financial management. He also has worked with a number of clients on developing and executing their IT plans, and selecting and implementing ERP systems. Prior to Deloitte, Dave held senior positions in corporate IT organizations. In this capacity, he provided leadership and oversight of process and systems development (both package and custom developed) to include infrastructure management.

Brenna SnidermanSenior ManagerDeloitte Services [email protected]+1 215 789 2715

Brenna is a senior manager and subject matter specialist at Deloitte’s Center for Integrated Research. She focuses on cross-industry themes and trends, specifically as they relate to additive and advanced manufacturing, Industry 4.0, the Internet of Things, and advanced technologies. She works with other thought leaders to deliver valuable insights into the strategic implications of these technologies. Before joining Deloitte, Brenna was the senior director of research for Forbes Insights, the thought leadership and sponsored research division of Forbes Media. She holds a B.A. in economics from the University of Pennsylvania and a master's degree in strategic communications from Columbia University.

Breakout Session

Increasing the Adoption of Disruptive Technologies to Improve E&C Business Performance

Disruptive technologies are innovations that dramatically change, or disrupt, traditional behavior. The creation of the Internet, for example, has disrupted countless business models. E&C executives should not fear disruptive technologies, but rather embrace them as a means of improving business performance.

This session will discuss current technology trends affecting E&C, such as the “Internet of Things” (e.g, apps that control home lighting systems), collaborative building information modeling (BIM), self-organizing maps (SOM), and the application of gaming and virtual reality to E&C.

In addition, the session will address (a) governance and change-management techniques for promoting the adoption and use of disruptive technologies, and (b) system consolidation and software selection considerations for improving the ability to deploy disruptive technologies.


Breakout Session

Federal Government Contracting Hot Topics

E&C companies that provide services to the federal government must stay on top of continuously changing rules and guidelines from the Defense Contract Management Agency (DCMA), the Defense Contract Audit Agency (DCAA), and other government agencies. This session will present an update on executive compensation and the use of blended rates, external restructurings, the DCAA’s use of “disclaimer of opinion” findings, the proposed Independent Research & Development rule, commercial item determinations, travel expenses, and other important issues.

Mark BurroughsManaging Director, Deloitte AdvisoryDeloitte & Touche [email protected]+1 571 766 7062

Mark Burroughs has more than 20 years’ experience providing auditing and consulting services to government contractors. A CPA licensed in Maryland and Virginia, Mark helps companies comply with the business system criteria established by the Department of Defense and deal with complex cost accounting issues to maximize the benefits associated with doing business with the federal government. He has helped companies understand and develop practical solutions when dealing with matters associated with Defense Contract Audit Agency (DCAA) audits, the Federal Acquisition Regulation (FAR), and the Cost Accounting Standards (CAS). Mark holds a B.S. in accounting from Frostburg State University and an M.B.A. in management information systems from Loyola College.



Breakout Session

Technology Solutions for E&C Growth

E&C firms need technology solutions that work together to provide easy and collaborative use, timely data for forecasting, faster accounting close, better reporting, and accurate revenue recognition. This session will look at the latest functionality innovations offered by a number of major software providers, such as JDE, EBS, Tier II providers, and others. Topics will include: enterprise resource planning capabilities for construction, the latest developments for International Financial Reporting Standards (IFRS) accounting regulation changes, “best of breed” solutions and integration strategies, and the integration of the Internet of Things (IoT) into enterprise resource planning (ERP). Presenters will also address the nature of software as a service (SaaS), platform as a service (PaaS), and infrastructure as a service (IaaS), and how these new offerings are changing the software delivery model. In addition, this session will showcase the new Oracle JDE SolutionPrint for E&C.

Jeff GallantSenior ManagerDeloitte Consulting [email protected]+1 404 631 2741

Jeff is a senior manager in the Oracle Package Technologies practice of Deloitte Consulting. He has more than 20 years of experience, including 13 years in the construction industry. His IT experience, coupled with 10 years of budget, accounting, and finance experience prior to joining Deloitte, provides clients with unique abilities to fulfill leadership roles and solve complex business issues. Jeff has extensive knowledge and experience implementing technology solutions to support construction field time entry and cost controls management. Prior to Deloitte, Jeff worked for Skanska, USA for more than seven years. He holds a B.S. in business management from the University of Maryland.

Tom PendergastManaging DirectorDeloitte Consulting [email protected]+1 617 437 3406

A leader in Deloitte Consulting LLP’s Oracle Technology practice, Tom has more than 25 years’ experience in E&C, real estate, and facilities management. He has deep information systems experience in Oracle JD Edwards, Oracle EBS, and Primavera, and extensive integration experience with project management, estimating, forecasting, scheduling software, and IoT systems. Tom has delivered a number of global technology projects and has a strong background in business process redesign, software selection and implementation, business case development, and project management. Prior to joining Deloitte in 2000, Tom worked in industry with Fluor Daniel GTI and The IT Corporation. He is an active member of PMI, CFMA and CSI. He received a B.S. degree from the University of Rhode Island and an M.B.A. from the University of Massachusetts Dartmouth.


Breakout Session

Capturing Federal & State Tax Efficiencies

As government seeks new sources and amounts of revenue, federal and state tax laws change. This session will cover many federal and state opportunities for E&C companies to capture tax efficiencies. Subjects will include core federal tax topics, including revenue recognition, and meals and entertainment; opportunities to benefit from new federal regulations for the capitalization for tangible personal property; federal and state tax incentives and tax credits, with a special focus on obtaining tax benefits when making capital expenditures; and multistate tax topics, including multistate apportionment.

Elizabeth KuckSenior Manager, Multistate Tax ServicesDeloitte Tax [email protected]+1 312 486 4193

Elizabeth has more than 11 years of experience in state and local income and franchise tax. She has worked with private and public institutions, large corporations, and various pass-through entities to prepare state income and franchise tax filings, and assist in all aspects of state tax planning and consulting matters. Elizabeth has significant experience with partnership multistate tax compliance, including tiered structures, composite tax returns, and nonresident income tax withholding. She also provides services related to state audits and accounting for income taxes to her client base, which includes many E&C firms. Elizabeth is a member of the AICPA and is a licensed CPA in Illinois. A graduate of the University of Notre Dame, Elizabeth holds a B.B.A. degree and an M.S. in accountancy.

Michael LocascioManaging Director, Multistate Tax, Credits & Incentives Deloitte Tax [email protected]+1 415 783 6041

Michael is a managing director in Deloitte’s Multistate National Credits & Incentives practice, where he manages all aspects of statutory credit and negotiated incentive reviews and similar projects. As a West Region Practice Leader and National Leader for Work Opportunity Tax Credit (WOTC) services, he advises clients on the nuances of various credits and incentives found in the Western states, including extensive consultation about the California Enterprise Zone Program and the newly enacted credit and incentive programs. Seven years of Federal tax experience and 14 years of multistate tax experience, combined with a strong knowledge of Deloitte’s tax technical resources from a national perspective, enable Michael to efficiently identify, develop, and implement opportunities that help to reduce state and local income and franchise tax and maximize negotiated incentives. He received a B.S. in accounting from New York University and an M.S. in taxation from Seton Hall University.


Paola MarteManager, TaxDeloitte Tax [email protected]+1 973 602 5881

Paola has been with Deloitte for more than six years, specializing in conducting strategic tax reviews to identify and implement federal income tax planning opportunities, such as asset class reclassifications and compliance with tangible property regulations. She also advises clients on tax accounting methods, such as revenue recognition and deduction of accrued expenses. Her experience spans multiple industries, including retail, manufacturing, life sciences, media, and electric utilities. Paolo holds a B.S. in accounting and business management from Barton College and an M.S. in taxation from Pace University.


Rob is the national co-leader of Deloitte’s E&C practice. He has more than 18 years’ experience in tax consulting and concentrates on tax provisions, consolidated tax returns, corporate reorganizations, tax incentives, and accounting methods of large public multinational companies. Rob has spent his entire career working with large engineering, architecture, and construction firms; as a result, his tax technical background is focused on a wide range of industry-related projects, including design and build infrastructure contracts for federal, state, and international agencies; operation and maintenance contracts of government facilities; design, build, and operation of chemical weapon decommissioning sites; demolition contracts; remediation of contaminated land; and public-private partnerships. He has a bachelor's degree in accounting from the University of San Diego and a master’s degree in taxation from San Diego State University.


Breakout Session

Capturing Federal & State Tax Efficiencies (cont.)

As government seeks new sources and amounts of revenue, federal and state tax laws change. This session will cover many federal and state opportunities for E&C companies to capture tax efficiencies. Subjects will include core federal tax topics, including revenue recognition, and meals and entertainment; opportunities to benefit from new federal regulations for the capitalization for tangible personal property; federal and state tax incentives and tax credits, with a special focus on obtaining tax benefits when making capital expenditures; and multistate tax topics, including multistate apportionment.


Breakout Session

E&C Outlook for Oil and Gas: Is 2016 the Year for Recovery?

The oil and gas industry has been hit hard over the last two years. Will 2016 be the year that the industry begins to recover? In this session, panelists will present an update on the oil and gas marketplace and offer perspectives for E&C companies. Will capital expenditures that were put on hold these last two years receive the green light? How can E&C firms position themselves to take advantage of emerging opportunities in the energy sector?

Dr. Patricia BuckleyU.S. Managing Director for EconomicsDeloitte Services [email protected]+ 1 571 814 6508

Patricia has extensive experience as a chief economic adviser to top leaders in business and government. Her responsibilities include advising Deloitte’s leadership team on changing domestic and international economic conditions, and contributing to the framing and development of the firm’s strategic messaging. Prior to joining Deloitte, Patricia was the senior economic adviser in the U.S. Department of Commerce’s Office of Policy and Strategic Planning, where she served as senior policy adviser to four Secretaries of Commerce. She holds a B.S. in economics from Clemson University and a Ph.D. in economics from Georgetown University.

Allison WelchProject ManagerFluor

Allison has 16 years of experience working at Fluor, which is one of the world’s largest publicly traded engineering, procurement, construction (EPC), maintenance, and project management companies. Her experience is primarily in the execution of projects ranging from small revamps to mega projects in the energy and chemical industry, both internationally and domestically. She has worked varying project phases from the initial conceptual design through the construction phase. She joined Fluor in 2000, straight out of college, working as a process engineer and now is a project manager. Allison has a bachelor’s degree in chemical engineering from the University of Houston.





Eric AndreozziManaging Director, Deloitte AdvisoryDeloitte Transactions and Business Analytics [email protected]+1 704 333 0518

Eric is head of Deloitte Corporate Finance LLC (DCF)’s E&C efforts. Prior to joining DCF, Eric served as a managing director and co-founding partner at McColl Partners, LLC. There he served as co-head of the firm's Infrastructure & Industrials Group. Eric’s transaction experience includes buy-side and sell-side assignments within numerous sectors of the infrastructure, industrials, and business services industries, including energy services, building products, commercial services, consulting, database services, education and training, printing and packaging, and rental services. He holds a B.A. in finance from the University of Rhode Island and an M.B.A. from the University of North Carolina at Chapel Hill.

J. Mark AndrewsManaging Director, M&A Transaction ServicesDeloitte Consulting [email protected]+1 973 602 6133

With more than 30 years of consulting experience, including 17 with Deloitte, Mark has assisted more than 200 companies with a variety of IT-related initiatives. Over the past decade, he has figured prominently in Deloitte’s M&A Transaction Services practice, providing IT assessment and process improvement services for more than 500 transactions. Mark’s broad industry background includes E&C services, consumer business, technology, manufacturing, media, and financial services. As the leader of Deloitte’s IT due diligence practice, Mark has participated in transactions involving clients and targets from the U.S., Canada, Central and South America, India, Japan, and China. A graduate of Tulane University, Mark has a B.A. in engineering and an M.B.A. in management science and international business.

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General Session

M&A Trends and Drivers

What’s driving M&A activity among E&C firms? Our popular M&A panel will review current M&A market conditions, drivers, and trends, with a special focus on integration challenges, which often make or break deals. In addition, panelists will share perspectives drawn from their experience advising on transactions in the E&C sector.

Bruce GribensPartner, TaxDeloitte Tax [email protected]+1 415 783 5959

Bruce has more than 24 years of professional experience in public accounting, specializing in corporate organizations and restructurings, tax controversy, and tax shelter compliance. Over the past 10 years, Bruce has served leading private equity investment firms and corporate acquirers in structuring acquisitions and performing due diligence reviews. Bruce currently serves as the national leader of Deloitte’s seller services tax practice, which supports organizations with all tax-related aspects of divestitures, spin-offs, and line of business / division sales. He holds a B.S. in accounting and management from Northeastern University and a J.D. from Suffolk law School.

Bryan JohnsonSenior Manager, Deloitte AdvisoryDeloitte & Touche [email protected]+1 617 437 3657

Bryan has extensive experience providing merger and acquisition support to corporate and private equity buyers and sellers. Bryan is recognized as a specialist in the E&C industries and his experience on transactions in these industries has included general, specialty, and self-performing contractors as well as design and engineering firms. Prior to joining Deloitte, Bryan served as the controller of a Boston-based construction contractor and has significant government contracting experience. Bryan is a licensed CPA in the state of Massachusetts, member of the AICPA and the Massachusetts Society of CPAs. He is a graduate of the University of Richmond.

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General Session

M&A Trends and Drivers (cont.)


Kevin LynchPartnerDeloitte Consulting [email protected]+1 714 913 1140

Kevin advises clients on complex integration and restructuring issues. He has served on Deloitte’s Consulting Executive Committee, built and led the Strategy practice, built and led substantial portions of the firm’s M&A and Restructuring practices, and delivered some of the firm’s most complex integration client engagements. He also has served as national managing director for the Technology, Media and Telecommunications Industry practice. In addition, Kevin has held several senior positions with AECOM. He holds a bachelor’s degree in business/corporate communications from the University of Southern California and an M.B.A. in strategy from the University of Washington.

Todd WilsonManaging Director, M&A Transaction Services Deloitte & Touche [email protected] +1 312 486 3892

Todd is an accounting managing director in Deloitte’s M&A Transaction Services practice. He has more than 29 years of experience with the firm, including more than 16 years as a dedicated M&A specialist. Todd has extensive transaction experience in advising financial and strategic buyers on due diligence, accounting structuring, and financial reporting aspects of transactions in the infrastructure, construction, and energy industries. He also has worked on wide array of deals for both strategic and private equity clients.

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General Session

M&A Trends and Drivers (cont.)


About DeloitteDeloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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Deloitte’s 2016 Engineering and Construction … 2016 Engineering and Construction Conference Bridging Innovation in the Industry 2 Dear Colleagues, On behalf of Deloitte, we welcome