2018 SCHEDULE conference.cfma.org/agendaSATURDAY, JUNE 238:00 a.m.-2:00 p.m. Chapter Summit CS

SPONSORED BY: VIEWPOINT

8:00 a.m.-5:00 p.m. 9 CE/CPE Credits

Mini-Conference I: CRIS Course: Commercial Liability MC1 Insurance for Contractors (includes one hour lunch)

Mini-Conference II: CCIFP Overview Seminar MC2 (includes one hour lunch)

8:00 a.m.-12:00 p.m. 4.5 CPE Credits

Mini-Conference III: Risk Management Triage: Can a CFM Be Saved? MC3

Mini-Conference IV: The CFM Challenge MC4

1:00 p.m.-5:00 p.m. 4.5 CPE Credits

Mini-Conference V: Strategic Financial Leadership: Redefining How to Maximize Company Value MC5

Mini-Conference VI: The Next Frontier in Safety/Culture: Addressing the Suicide Epidemic MC6

Mini-Conference VII: Heavy/Highway: Best Practices in Equipment & Fleet Management MC7

SUNDAY, JUNE 247:00 a.m.-1:00 p.m. Golf Tournament

SPONSORED BY: B2W SOFTWARE

8:00 a.m.-10:00 a.m. 5K Walk Run for Charity SPONSORED BY: COINS

8:00 a.m.-12:00 p.m. 4.5 CPE Credits

Mini-Conference VIII: Work-in-Progress: A Deep Dive & Advanced Perspective of WIP MC8

Mini-Conference IX: Contracts 101 MC9

Mini-Conference X: Understanding the Fraud Life Cycle: A Former FBI Agent Tells All MC10

Mini-Conference XI: Practical Leadership Strategies for the Emerging CFM MC11

12:00 p.m.-2:00 p.m. Construction Technology ForumPARTICIPATING VENDORS: B2W SOFTWARE, CMiC, COINS, EXPLORER SOFTWARE. SAGE, AND VIEWPOINT

2:00 p.m.-3:30 p.m. First-Time Attendee Mixer SPONSORED BY: VIEWPOINT & BKD Volunteer Appreciation Mixer SPONSORED BY: BKD Spring Creek Mixer

3:45 p.m.-5:15 p.m. CFMA Board of Directors Meeting

4:00 p.m.-5:30 p.m. Exhibition Open

5:30 p.m.-7:30 p.m. Welcome Reception with ExhibitorsSPONSORED BY: VIEWPOINT

8:00 p.m.-10:0 p.m. ICCIFP Reception

MONDAY, JUNE 257:00 a.m.-8:15 a.m. 1.5 CPE Credits

Dawn Peer Group I: CFMA Benchmarker 2018 Preliminary Results DPG1 SPONSORED BY: SAGE

Dawn Peer Group II: The Path to Your CCIFP Designation DPG2SPONSORED BY: SAGE

Dawn Peer Group III: Presentation Pointers/ Public Speaking 101 DPG3 SPONSORED BY: SAGE

Dawn Peer Group IV: Specialty Trades: When & How to Walk Off a Job & How to Identify the Leading Indicators DPG4 SPONSORED BY: SAGE

Dawn Peer Group V: Heavy/Highway: How to Mentor & Elevate Talent in Your Company DPG5 SPONSORED BY: SAGE

8:30 a.m.-10:15 a.m. 1.5 CPE Credits

Welcome & General Session I: Why Winners Win - Robyn Benincasa GS1SPONSORED BY: BKD & VIEWPOINT

10:30 a.m.-11:45 a.m. 1.5 CPE Credits

ACCOUNTING & FINANCE SPONSORED BY: BKD The Power of Planning: Preparing & Communicating Year-End Financial Results A1

HUMAN RESOURCES & OPERATIONS Resilience at Work: Why Positive Psychology Is a Health & Safety Priority HR1

HEAVY/HIGHWAY Improving Your Bottom Line with Equipment Management Metrics Overview H1

LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA

Extended Cut Breakout Session - Robyn Benincasa L1

TECHNOLOGY SPONSORED BY: VIEWPOINT The Ultimate Mobile Device Program for Your Company T1

ADVANCED Driving Profits Using WIP Throughout the Construction Cycle ADV1

12:00 p.m.-1:15 p.m. Chairman’s LuncheonSPONSORED BY: BKD & VIEWPOINT

1:15 p.m.-2:30 p.m. Dessert & Prizes with Exhibitors

2:45 p.m.-4:00 p.m. HUMAN RESOURCES & OPERATIONS Gain a Competitive Advantage Through Health & Welfare Plan Management HR2

SPECIALTY TRADE Effective Cost Projections: Create a WIP Tool for Cash Flow & Project Performance Management, Part I S1

LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Get Rock Solid Employee Engagement: Why Companies Still Fail L4

RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Do I Have These Protections in My Contracts? R1

TECHNOLOGY SPONSORED BY: VIEWPOINT The Connected Jobsite T2

ADVANCED Forecasting for Strategic Planning ADV2

4:15 p.m.-5:30 p.m.1.5 CPE Credits

ACCOUNTING & FINANCE SPONSORED BY: BKD 2018 Tax Update: How to Strategically Position Your Company in Today’s Tax World A3

HUMAN RESOURCES & OPERATIONS Improve Hiring & Retention with Better Vetting HR3

SPECIALTY TRADE Effective Cost Projections: Create a WIP Tool for Cash Flow & Project Performance Management, Part II S2

LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA The Leadership Connection L2

RISK MANAGEMENT & SURETY SPONSORED BY: SAGE 10 Tips for Closing Gaps & Saving Money in Workers’ Comp R2

ADVANCED Mentoring Programs: A Renewed Approach to Growth, Culture & Collaboration ADV3

4:00 p.m.-5:00 p.m. Executive Committee & Chapter Connection Program Mixer

5:30 p.m.-7:30 p.m. Networking Reception & Prize Drawings with Exhibitors

TUESDAY, JUNE 267:00 a.m.-9:30 a.m. 3 CPE Credits

Dawn Peer Group VI: Large-Firm CFO Roundtable (Over $100 Million) DPG6

Dawn Peer Group VII: Medium-Firm CFO Roundtable ($25-100 Million) DPG7

Dawn Peer Group VIII: Small-Firm CFO Roundtable ($1-25 Million) DPG8

9:45 a.m.-10:15 a.m. IGNITE Session SPONSORED BY: BKD

Top 10 Contractor Tax Mistakes IG1

IGNITE SessionRecruiter-Proof Your Organization IG2

IGNITE Session SPONSORED BY: COMDATA

Balance: #LifeGoal or #BS? IG3

IGNITE Session SPONSORED BY: VIEWPOINT

The History & Evolution of ERP Solutions IG4

IGNITE SessionAdvisory Boards-What Are They Really & How Do They Work? IG5

10:30 a.m.-12:00 p.m. 1.5 CPE Credits

General Session II: 3 Behaviors of Self-Aware CFOs - Dr. Tasha Eurich GS2SPONSORED BY: VIEWPOINT & BKD

12:00 p.m.-2:00 p.m. Luncheon & Grand Prize Drawing with Exhibitors

2:15 p.m.-3:30 p.m. 1.5 CPE Credits

ACCOUNTING & FINANCE SPONSORED BY: BKD Improving Cash Flow & Inequitable Payment Practices A4

HUMAN RESOURCES & OPERATIONS Sexual Harassment HR4

HEAVY/HIGHWAY

Utilizing KPIs to Achieve Improved Financial Results: Are You Achieving KPI Synergy? H2

LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Impactful Organizational Alignment L3

RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Mock Trial: Change Dispute Between General Contractor & Subcontractor R3

ADVANCED Anatomy of a Surety Bond Claim: The Rest of the Story ADV4

3:45 p.m.-5:30 p.m. 2 CPE Credits

ACCOUNTING & FINANCE SPONSORED BY: BKD Emerging Issues Update A5

SPECIALTY TRADE The Numbers That Matter to the People Who Matter: Internal Reporting S3

RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Active Shooter: Are You Prepared? R4

TECHNOLOGY SPONSORED BY: VIEWPOINT Evaluate Your IT Investment & Establish an IT Budget T3

ADVANCED Engaging Stakeholders to Effectively Negotiate Contracts ADV5

7:30 p.m.-10:30 p.m. Closing Night PartySPONSORED BY: CMiC

WEDNESDAY, JUNE 278:00 a.m.-9:30 a.m. 1 .5 CPE Credits

General Session III: Economic Update - Anirban Basu GS3

9:45 a.m.-11:00 a.m. 1.5 CPE Credits

ACCOUNTING & FINANCE SPONSORED BY: BKD Death of a Contractor A6

HUMAN RESOURCES & OPERATIONS Encore

HEAVY/HIGHWAY Economic Update H3

LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Leading Through Guiding for Managers L5

RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Encore

ADVANCED Vehicle Accident Investigation & Reconstruction ADC6

11:15 a.m.-12:30 p.m. 1.5 CPE Credits

ACCOUNTING & FINANCE SPONSORED BY: BKD Encore

HUMAN RESOURCES & OPERATIONS Update Your Approach to Employee Onboarding HR5

SPECIALTY TRADE Indicators of a Good Sub-Specialty Contractor – Managing by KPI’s and Using Benchmarking to Evaluate, Achieve and Maintain Financial Health S4

LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Encore

RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Risks & Rewards of Public-Private Partnerships R5

TECHNOLOGY SPONSORED BY: VIEWPOINT Examination of a Breach: How do Cyber-attacks Actually Happen? T4

12:30 p.m.-12:45 p.m. Box Lunch

12:45 p.m.-2:15 p.m. 1.5 CPE Credits

General Session IV: Construction Disruption - James Benham GS4

MINI-CONFERENCE

DAWN PEER GROUP

GENERAL SESSION

IGNITE SESSION

ACCOUNTING & FINANCE SPONSORED BY: BKD

HUMAN RESOURCES & OPERATIONS

HEAVY/HIGHWAY OR SPECIALTY TRADE

LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA

RISK MANAGEMENT & SURETY SPONSORED BY: SAGE

TECHNOLOGY SPONSORED BY: VIEWPOINT

ADVANCED

Session Key

MONDAY, JUNE 25WHY WINNERS WINROBYN BENINCASA Adventurer Who Inspires8:30 a.m.-10:15 a.m.1.5 CPE CreditsDrawing inspiration from Robyn’s team of World Champion adventure athletes as well as “winners” from all walks of life, this session presents the common traits and attitudes among the world’s most consistent high performers.

TUESDAY, JUNE 263 BEHAVIORS OF SELF-AWARE CFOsDR. TASHA EURICH Organizational Psychologist/Researcher/New York Times Best-Selling Author10:30 a.m.-12:00 p.m.1.5 CPE CreditsLeaders who cultivate self-awareness perform better, make smarter decisions, and lead more profitable companies. Dr. Eurich shares researched-based strategies for increasing your self-awareness and building insightful teams.

WEDNESDAY, JUNE 27ECONOMIC UPDATEANIRBAN BASU Chairman & CEO, Sage Policy Group, Inc./CFMA’s Economic Advisor8:00 a.m.-9:30 a.m. 1.5 CPE CreditsWith a detailed, data-driven performance update of the global, national, and relevant regional economies, this presentation also gives special attention to key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.

WEDNESDAY, JUNE 27CONSTRUCTION DISRUPTIONJAMES BENHAM President & CEO, JBKnowledge, Inc.12:45 p.m.-2:15 p.m.1.5 CPE CreditsEverywhere you look, there’s a new mobile, drone, or wearable device. How are these technologies evolving construction projects? Review the technology tools and strategies you can implement today to be ready for the tech of tomorrow.

sponsored by

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sponsored by

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FULL REGISTRATION OPTIONSTHROUGH FEBRUARY 26 MEMBER $1,195 / NON-MEMBER $1,545

FEBRUARY 27-MARCH 26 MEMBER $1,245 / NON-MEMBER $1,595

MARCH 27-MAY 14 MEMBER $1,295 / NON-MEMBER $1,645

AFTER MAY 14 MEMBER $1,395 / NON-MEMBER $1,745

Non-member full Conference registrants will receive a complimentary CFMA membership through March 31, 2019.

OTHER REGISTRATION OPTIONSSATURDAY/SUNDAY (includes the Construction Technology Forum) MEMBER $500 / NON-MEMBER $600

MONDAY MEMBER $650 / NON-MEMBER $750

TUESDAY MEMBER $650 / NON-MEMBER $750

For more information, contact conferences@cfma.org.

REGISTRATION & PRICING

MIAMI/FONTAINEBLEAU HOTEL

JUNE 23-27, 2018CFMA’S ANNUAL CONFERENCE & EXHIBITION

BRONZE SPONSOR

DIAMOND SPONSORS

PLATINUM SPONSOR

(as of 12-8-17)

GOLD SPONSORS

SILVER SPONSORS

AboutTime / WorkMax Acumaticaalliantgroup LPArch InsuranceArthur J. Gallagher ConstructionAustin Lane Technologies, Inc.AvidXchangeB2W SoftwareBKD, LLPBRAYN Consulting LLCBuilding Industry Credit Associationbusybusy Mobile Time Tracking for Crews & EquipmentCICPACCliftonLarsonAllenCMiCCOINSComdataCommerce BankConstruction Business Owner Magazine Construction Executive MagazineCrewTracksCrowe Horwath LLPDodge Data & AnalyticseMars Inc.EML PaymentsEquipmentWatch

Event 1 SoftwareExplorer Software

Foundation Software

Fringe Benefit Group - The Contractors Plan

GCPay.com

Global Software

Grant Thornton LLP

HCSS

hh² Cloud Services

INEIGHT

Infintech

Infor

JBKnowledge

Liberty Mutual Surety

McGriff, Seibels & Williams, Inc.

mJobTime Corporation

Mobile Solutions

Moss Adams LLP

myCOI

NatPay (National Payment Corp)

Nvoicepay

Oman Systems

Oracle

Palmer Consulting Group

Pantera Global Technology

Paperless Environments

Payapps.com

PeerZone®

Penta Technologies, Inc.

POSDATA Group Inc.PreQualProcoreRyvitSageShareMyToolboxSTACK Construction TechnologiesStrategic Industry SolutionsTeletrac NavmanTilsonUnion Leasing, Inc.Unisearch, Inc.The Users Group, Inc. (TUG)Viewpoint Walker Reid StrategiesWillis Towers WatsonWinning Technologies Inc.Wireless WatchdogsYour Logo GlovezlienZurich

(as of 12-8-17)

THANK YOU TO OUR SPONSORS

THANK YOU TO OUR EXHIBITORS

GENERAL SESSIONS

All sessions and events are subject to change.(current as of 12-13-17)

Up to 34.5 CPE Credits Available!

MEDIA PARTNER

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REACHOUT to friends old and new with these networking events!

SATURDAY, JUNE 23

THE CFM CHALLENGE 8:00 a.m.-12:00 p.m. Attendees will be divided into “companies” and role-play during this interactive, scenario-based game, focused on making key financial strategic decisions required during the typical life cycle of a construction project.

SUNDAY, JUNE 24

GOLF TOURNAMENT7:00 a.m.-1:00 p.m. sponsored by: b2w software

The Miami Beach Golf Club, home to the 2018 CFMA golf outing, includes an 18-hole, par-72 golf course designed by Arthur Hills, one of America’s foremost golf course designers.

SUNDAY, JUNE 24

CONSTRUCTION TECHNOLOGY FORUM 12:00 p.m.-2:00 p.m. Take advantage of valuable face time with your current construction software provider.

SUNDAY, JUNE 24

FIRST-TIME ATTENDEE, VOLUNTEER APPRECIATION & SPRING CREEK MIXERS 2:00 p.m.-3:30 p.m. sponsored by: viewpoint & bkd

(THROUGHOUT THE CONFERENCE)

JBKNOWLEDGE CONTECHTRIO PODCAST

SUNDAY, JUNE 24

WELCOME RECEPTION WITH EXHIBITORS5:30 p.m. -7:30 p.m.sponsored by: viewpoint

Kickoff CFMA’s 2018 Annual Conference & Exhibition, the networking event of the year for construction financial professionals, with our Exhibitors!

SUNDAY, JUNE 24

ICCIFP RECEPTION8:00 p.m. -10:00 p.m.

MONDAY, JUNE 25

CHAIRMAN’S LUNCHEON12:00 p.m.-1:15 p.m.sponsored by: bkd & viewpoint

Join CFMA’s 2018-19 Chairman, Joe McLaughlin, as he shares how to Reach Out, Branch Out, Top Out in building your professional success with CFMA!

MONDAY, JUNE 25

NETWORKING RECEPTION WITH EXHIBITORS 5:30 p.m.-7:30 p.m. Meet and network with top-notch Exhibitors and professionals to discover the latest products, services, and tools to help your company build a better bottom line!

TUESDAY, JUNE 26

CLOSING NIGHT PARTY 7:30 p.m.-10:30 p.m. sponsored by: cmic

BRANCHOUT and fill your agenda beyond the tried and true!

TOPOUT your Conference experience by fulfilling your personal and professional goals!SUNDAY, JUNE 24

5K WALK RUN FOR CHARITY 8:00 a.m.-10:00 a.m. sponsored by: coins

TUESDAY, JUNE 26

IGNITE SESSIONS 9:45 a.m.-10:15 a.m.

(THROUGHOUT THE CONFERENCE)

ADVANCED TRACK Sessions Include:Anatomy of a Surety BondEngaging StakeholdersMentoring ProgramsRiskWIP

(THROUGHOUT THE CONFERENCE)

BENCHMARKER 101 SESSIONSConfidential, 50-minute financial review sessions performed by qualified CPA firm representatives cover everything from basic ratio discussions to more advanced analyses of your company’s performance.

(THROUGHOUT THE CONFERENCE)

ASK THE EXPERTS SESSIONS Your chance to meet with top industry experts for a focused discussion on the topics and challenges facing you and your company.

I look forward to welcoming you to the Fontainebleau Miami Beach for CFMA’s 2018 Annual Conference & Exhibition. This year’s Conference features four dynamic general sessions, five ignite sessions, 11 mini-conferences, 42 breakout sessions – including six advanced sessions, eight dawn peer groups, and a multitude of social and networking experiences as we “Reach Out Branch Out Top Out” our way toward building our professional success.

I can assure you that an investment in attending CFMA’s Annual Conference & Exhibition is money well spent. From the Exhibition packed with vendors providing solutions you need and top industry speakers to our 5K Walk Run for Charity

and Closing Night Party, you will have ample opportunities to connect with CFMA members, speakers, thought leaders, exhibitors, and sponsors. You won’t find another conference that addresses all of the challenges

that construction financial managers face daily, all in one event!

Get more information about the Conference at conference.cfma.org and follow us on social media (#cfmaconf). Register early to save, and don’t miss this opportunity to reconnect with peers, make new acquaintances, and gain

industry-specific knowledge as you look to “top out” your professional success with CFMA!

Sincerely,

Joe McLaughlin, CPA, CCIFP, CFMA’s 2018-19 Chairman

A MESSAGE FROM CFMA’s

2018-19 CHAIRMANMAILER SPONSORED BY

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